合作伙伴合规与入职协调员
Partner Compliance & Onboarding Coordinator
**公司简介**
Palmetto 是一家领先的清洁能源公司，致力于加速向清洁能源未来的转型。我们相信消费者可以**拥有一切**，我们是一家不妥协的能源公司，让清洁能源变得简单明了。我们的获奖技术平台使房主、企业和创业者能够通过简单、可扩展和创新的解决方案采用可再生能源。在 B2B 和 D2C 的交汇点上运营，我们提供软件、金融产品和服务，推动真正的环境影响——同时不牺牲价值。我们为整个家庭电气化提供端到端的解决方案，让清洁能源触手可及。
我们的员工是我们最宝贵的资源。我们培养内部晋升的文化，重视人才发展、职业成长和有目标的工作。Palmetto 提供全面的福利包，包括无限带薪休假、医疗、牙科和视力保险、带薪育儿假、退休计划等，让你在个人和职业生活中都能**拥有的一切**。Palmetto 重视人、地球和利润，由注重协作、影响力和平衡的文化所支持。加入我们，共同打造更光明、更清洁的世界。
**工作地点**
该职位将在菲律宾远程办公。
**职位概述**
Palmetto 正在寻找一名位于菲律宾的远程合作伙伴合规与入职协调员，以临时方式加入我们的团队。你将发挥关键作用，确保合作伙伴的入职流程顺利进行，并协助完成必要的合规跟进工作。无需合规背景——如果你注重细节、可靠且能快速掌握新工具，我们很期待与你见面！
**战略与战术**
- **合作伙伴入职支持**
- 协助处理 HVAC、热水器、发电机和地源热泵项目的合作伙伴申请。
- 向合作伙伴发送跟进邮件和联系，收集缺失信息或满足合规截止日期。
- 及时更新记录并标记需要重点关注的内容。
- **合规监控支持**
- 协助审查我们合规平台中的现有合作伙伴记录，检查是否有警告标志并确保信息准确。
- 协助跟踪合作伙伴的执照、认证、续期和保险到期日期。
- 协助监控多个市场中销售代表的合规要求。
**任职资格**
- 非常注重细节，有良好的管理记录，
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**Company Description**
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.
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.
**Location**
This position will be based remotely in the Philippines.
**Summary of Role**
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!
**Strategic & Tactical**
- **Partner onboarding support**
- Help process and track partner applications for HVAC, Water Heater, Generator, and GSHP programs.
- Send follow-up emails and outreach to partners to collect missing information or meet compliance deadlines.
- Keep records up to date and flag anything that needs a closer look.
- **Compliance monitoring support**
- Assist with a review of existing partner records in our compliance platform, checking for flags and making sure information is accurate.
- Help track partner license, certification, renewals and insurance expiration dates.
- Help monitor compliance requirements for sales reps across multiple markets.
**Qualifications**
- Exceptionally detail-oriented, with a track record of managing multiple tasks efficiently and ensuring nothing falls through the cracks.
- Administrative, customer service, or data entry experience is a plus, but not required.
- Strong written communication skills, with the ability to draft clear, professional emails independently rather than relying on templates.
- Proficient in Google Workspace (Gmail, Docs, Sheets) and comfortable navigating spreadsheets; eager to pick up new tools as needed.
- Highly dependable, with consistent follow-through on tasks and commitments.
- Comfortable with process-driven, repetitive administrative work, maintaining high accuracy throughout.
- Familiarity with Salesforce or similar CRM and task management softwares is a bonus.
- This is a fixed-term, 1-year position, with the possibility of extension or conversion to a permanent role based on business needs.
**Success Defined**
- **Partner activation rate within compliance windows** — % 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.
- **Expiration lapse rate** — % of partner license, certification, or insurance expirations that lapse without prior outreach. Target: 0% uncontacted within the compliance notification window.
- **Historical review completion pace** — 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.
_Employment is contingent upon the successful completion of a background check._
**Equal Employment Opportunity**
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.
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.
For more about our Privacy Policy, visit: [https://palmetto.com/privacy-policy](https://palmetto.com/privacy-policy)