Partner Compliance & Onboarding Coordinator

<div class="content-intro"><p><strong>Company Description</strong></p>

<p>Palmetto is a consumer energy platform that provides homeowners with a single destination to discover, purchase, finance, install, monitor and manage home energy products and services. By offering one integrated platform across solar, battery storage, HVAC, heat pumps and more, Palmetto helps homeowners make home energy more affordable, reliable and accessible. Today Palmetto serves hundreds of thousands of homeowners, across 30+ states, building the operating infrastructure for the consumer energy transition, one home at a time.</p>

<p>Our employees are our most valuable resource. We foster a promote-from-within culture that prioritizes talent development, career growth, and purpose-driven work. Palmetto offers a comprehensive benefits package—including unlimited PTO, medical, dental, and vision coverage, paid parental leave, retirement plans, and more—so you can have it all both personally and professionally. Palmetto prioritizes people, planet, and profit—backed by a culture that values collaboration, impact, and balance. Join us in building a brighter, cleaner world.</p></div><p><strong>Location</strong></p>

<p>This position will be based remotely in the Philippines. </p>

<p><strong>Summary of Role </strong></p>

<p>Palmetto is looking for a remote Partner Compliance & Onboarding Coordinator in the Philippines to join our team on a temporary basis. You’ll play a key role in keeping partner onboarding on track and assisting with essential compliance follow-ups. No compliance background is needed—if you are detail-oriented, dependable, and quick to pick up new tools, we would love to meet you!</p>

<p><strong>Strategic & Tactical</strong></p>

<ul>

<li><strong>Partner onboarding support</strong>

<ul>

<li>Help process and track partner applications for HVAC, Water Heater, Generator, and GSHP programs.</li>

<li>Send follow-up emails and outreach to partners to collect missing information or meet compliance deadlines.</li>

<li>Keep records up to date and flag anything that needs a closer look.</li>

</ul>

</li>

<li><strong>Compliance monitoring support</strong>

<ul>

<li>Assist with a review of existing partner records in our compliance platform, checking for flags and making sure information is accurate.</li>

<li>Help track partner license, certification, renewals and insurance expiration dates.</li>

<li>Help monitor compliance requirements for sales reps across multiple markets.</li>

</ul>

</li>

</ul>

<p><strong>Qualifications</strong></p>

<ul>

<li>Exceptionally detail-oriented, with a track record of managing multiple tasks efficiently and ensuring nothing falls through the cracks.</li>

<li>Administrative, customer service, or data entry experience is a plus, but not required.</li>

<li>Strong written communication skills, with the ability to draft clear, professional emails independently rather than relying on templates.</li>

<li>Proficient in Google Workspace (Gmail, Docs, Sheets) and comfortable navigating spreadsheets; eager to pick up new tools as needed.</li>

<li>Highly dependable, with consistent follow-through on tasks and commitments.</li>

<li>Comfortable with process-driven, repetitive administrative work, maintaining high accuracy throughout.</li>

<li>Familiarity with Salesforce or similar CRM and task management softwares is a bonus.</li>

<li>This is a fixed-term, 1-year position, with the possibility of extension or conversion to a permanent role based on business needs.</li>

</ul>

<p><strong>Success Defined</strong></p>

<ul>

<li><strong>Partner activation rate within compliance windows</strong> — % of onboarding touchpoints (follow-up, outreach, document collection) completed before the compliance window closes. Target: 90%+ completed on-time, no lapses due to missed follow-up.</li>

<li><strong>Expiration lapse rate</strong> — % of partner license, certification, or insurance expirations that lapse without prior outreach. Target: 0% uncontacted within the compliance notification window.</li>

<li><strong>Historical review completion pace</strong> — SafeTurf backlog cleared at a rate that retires the 800+ partner review within a defined target window (90-120 days), with flags evaluated and dispositioned.</li>

</ul><div class="content-conclusion"><p><em>Employment is contingent upon the successful completion of a background check. </em></p>

<p><strong>Equal Employment Opportunity</strong></p>

<p>Palmetto embraces diversity and is an Equal Employment Opportunity employer. Employment is decided on the basis of qualifications, merit, and business need. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or any other status protected under federal, state, or local law.</p>

<p>To ensure a fair evaluation, we may use AI to assist in sorting applications, but all final decisions are made by our hiring team and no candidate dispositions are automated. We will keep your information on file for four years from the date of your application. For detailed information about how we handle your data and our use of AI, please review our full privacy policy.</p>

<p>For more about our Privacy Policy, visit: <a href="https://palmetto.com/privacy-policy">https://palmetto.com/privacy-policy</a></p></div>