---
title: 'Customer Billing Escalation Specialist at Palmetto Clean Technology'
canonical: 'https://feeny.ai/job/customer-billing-escalation-specialist-palmetto-clean-technology-philippines-g2gh6h0rqgag'
type: 'job'
last_seen: '2026-09-16'
---

# Customer Billing Escalation Specialist at Palmetto Clean Technology

- **Company:** Palmetto Clean Technology
- **Location:** Philippines
- **Work type:** remote
- **Posted:** 2026-09-14
- **Last confirmed live:** 2026-09-16
- **Apply:** https://job-boards.greenhouse.io/palmettocleantech/jobs/5416094008

## Job description

Company Description

Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. With a belief that consumers can have it all, we are an uncompromising energy company that makes coming clean a no brainer. Our award-winning technology platform empowers homeowners, businesses, and entrepreneurs to adopt renewable energy through simple, scalable, and innovative solutions. Operating at the intersection of B2B and D2C, we offer software, financial products, and services that drive real environmental impact—without compromising value. We deliver end-to-end solutions for whole home electrification that put clean energy within reach for all.

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.

Department Description

Palmetto Capital is a branch of Palmetto focused on the democratization of the renewable energy and HVAC industries. We provide homeowners with financial products to benefit from solar power, energy storage systems, and home efficiency through advanced heating and cooling technologies. We empower solar and HVAC sales professionals and installation companies with access to our proprietary platform, financing, customer management system, and milestone quality control system. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our growing financial product adoption.

Location

This position will be based remotely in the Philippines.

Summary of Role

The Customer Billing Escalation Specialist role interacts daily with LightReach installers, CX, and CAT departments.  Responsibilities include reviewing escalated customer complaints related to installer or sales rep misrepresentation, communication to EPCs and customers, collaboration with other departments, and bringing complaints to resolution to ensure a positive customer experience. This person should have strong communication skills, a desire to exceed customer expectations, and strong problem solving and critical thinking skills. The ability to identify and resolve gaps in the current process is paramount to success in the role. If you’re organized, a great communicator, and analytically focused, this role is a great fit for you!

About You:

- Passionate about problem solving, and you excel at finding solutions to unstructured issues while achieving success in a structured environment.
- You love to innovate.  Bureaucracy and red tape are simply opportunities to get creative and find solutions!
- You can tackle the macro and micro and focus on individual issues with an eye on the overall financial health of your business!

Strategic & Tactical

- Review escalated EPC complaints which can come in through our billing subservicer, CX, or directly to Finance Operations and reach out to EPC to provide a background and request an investigation and response.
- Perform review and investigation of EPC complaints through review of EPC response, customer provided information, and review of data within our systems.
- Recommend resolutions based on investigation, including netfunding EPC, customer billing cancellation, or continuing collections.
- Address customer billing complaints related to poor reviews from CX.
- Work with other departments to perform reviews including CX and CAT.
- Bring resolution to investigations through obtaining leadership approval and collaborating with Accounting department.
- Flag EPC and sales rep patterns.
- Make process improvements as needed within department and raise potential opportunities for other groups as identified through reviews.
- Perform ad hoc data analysis on complaints/claims

## Qualifications

- 2-4 years experience in a role demonstrating strategic thinking and problem solving
- Salesforce experience preferred
- BS/BA preferred
- Enjoy working in a fast-paced and rapidly changing environment
- Good computer skills (G Suite, Microsoft)
- Ability to work alone or in a team
- Outstanding attention to detail
- Good collaboration and communication skills
- Strong analytical and strategic thinking skills
- Excellent organizational and time management skills
- Knowledge of construction or solar industry preferred

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

## About Palmetto Clean Technology

## Company Overview
- **One-liner**: Palmetto is a clean energy platform that makes it easy for homeowners to switch to solar, battery storage, HVAC upgrades, and other home electrification solutions while providing financing and energy management tools.
- **Entity Type**: Private (Series C - III) [cbinsights.com](https://www.cbinsights.com/company/palmetto-clean-technology)
- **Headquarters**: Charlotte, North Carolina, United States [cbinsights.com](https://www.cbinsights.com/company/palmetto-clean-technology)
- **Founded**: 2010 [cbinsights.com](https://www.cbinsights.com/company/palmetto-clean-technology)
- **Founders**: Not publicly available

## Core Business
- **Primary Industry**: Renewable energy, home electrification, clean technology
- **Target Customers**: Homeowners (B2C) and solar/energy installers (B2B partner network)
- **Mission Statement**: "Leading the world towards a clean energy future" and "making cleaner energy a no-brainer—easy to switch, easy to finance, easy to see the savings" [palmetto.com](https://palmetto.com/about)

## Products & Services
- **Palmetto Solar**: Full-service solar panel system design, installation, and financing for homeowners. [palmetto.com](https://palmetto.com/products/buy-solar)
- **Battery Storage**: Home battery solutions for energy backup and storage. [palmetto.com](https://palmetto.com/products/energy-storage)
- **HVAC Upgrades**: High-efficiency heating and cooling system replacements. [palmetto.com](https://palmetto.com/products/hvac)
- **Water Heater Upgrades**: Energy-efficient water heater installations.
- **Palmetto Home App**: Mobile app to monitor energy production, consumption, and manage clean energy usage. [cbinsights.com](https://www.cbinsights.com/company/palmetto-clean-technology)
- **Palmetto Marketplace**: Rewards program offering discounts on cutting-edge home products from premium partners. [palmetto.com](https://palmetto.com/)
- **Financing Options**: Flexible payment plans including loans, leases, and power purchase agreements (PPAs) to lower upfront costs.

## Market Standing
- **Valuation**: Not disclosed (total funding raised: $1.882B) [cbinsights.com](https://www.cbinsights.com/company/palmetto-clean-technology)
- **Key Metric**: Total Funding – $1.882B across multiple rounds; latest round was Series C - III ($7.18M raised ~9 months ago) [cbinsights.com](https://www.cbinsights.com/company/palmetto-clean-technology)
- **Notable Investors**: Truist, Morgan Stanley, The Rise Fund, Lerer Hippeau, ArcTern Ventures, and 17+ others [cbinsights.com](https://www.cbinsights.com/company/palmetto-clean-technology)
- **Growth Signals**: Over 97,000 homes powered for a full year*, 109k EV trips around the earth* equivalent in emissions saved, and 76k years of nonstop space heater use* offset. [palmetto.com](https://palmetto.com/about) Currently listing 29 open positions on Greenhouse. [greenhouse.io](http://job-boards.greenhouse.io/palmettocleantech)

## Competitive Advantages
- **One-stop shop** for home energy upgrades (solar, battery, HVAC, water heaters) with integrated financing and a digital platform.
- **Proprietary technology** for solar potential assessment, energy monitoring, and customer management.
- **Strong partner network** giving installers access to exclusive financing, prequalified demand, and long-term service contracts.
- **Mission-driven brand** built around simplicity, transparency, and environmental impact.

## Strategic Focus
- Accelerate mass adoption of clean energy by removing friction for homeowners (easy switching, financing, and management).
- Expand product offerings beyond solar into whole-home electrification (HVAC, heat pumps, batteries).
- Scale the partner network to drive installer growth and lock in long-term recurring revenue.
- Continue to build out the Palmetto Home app and intelligence platform (including applied AI) to improve customer experience and device performance. [greenhouse.io](http://job-boards.greenhouse.io/palmettocleantech)

## Why Work Here
- **Culture**: Values clarity, action, adaptability, inclusivity, and "customer first" mentality. Emphasis on collaboration, ownership, and making a real environmental impact. [palmetto.com](https://palmetto.com/careers)
- **Remote/Hybrid**: Some roles are fully remote (e.g., Senior Salesforce Product Manager, Capital Markets roles), while many engineering and leadership roles are based at the Charlotte HQ. [greenhouse.io](http://job-boards.greenhouse.io/palmettocleantech)
- **Benefits**: Comprehensive health coverage (medical, dental, vision), unlimited PTO (Responsible PTO), stock options, 401(k) with employer match (from day one), generous parental leave, pet insurance, professional development programs, and equity grants. [greenhouse.io](http://job-boards.greenhouse.io/palmettocleantech)
- **Perks**: Annual peer-nominated "Grahammy Awards" (named after the canine cofounder), team experiences in Charlotte, and a dog-friendly office. [palmetto.com](https://palmetto.com/careers)
- **Engineering Culture**: Focus on solving complex problems with space to innovate; roles include Senior Product Manager for Intelligence Platform/Applied AI, Software Development Engineer III, and VP of Technical Product Commercialization. [greenhouse.io](http://job-boards.greenhouse.io/palmettocleantech)

## Sources
1. [palmetto.com/about](https://palmetto.com/about)
2. [palmetto.com/careers](https://palmetto.com/careers)
3. [palmetto.com/products](https://palmetto.com/)
4. [greenhouse.io - Palmetto Clean Technology Jobs](http://job-boards.greenhouse.io/palmettocleantech)
5. [cbinsights.com - Palmetto Company Profile](https://www.cbinsights.com/company/palmetto-clean-technology)

## Other roles at Palmetto Clean Technology

- [Solar Field Service Technician](https://feeny.ai/job/solar-field-service-technician-palmetto-clean-technology-philadelphia-n4bpbbte1rsh) — Philadelphia Pennsylvania, United States
- [Financial Systems Analyst](https://feeny.ai/job/financial-systems-analyst-palmetto-clean-technology-charlotte-a6qsh5tsazz5) — Charlotte, NC
- [Director/VP, Tax Equity Capital](https://feeny.ai/job/director-vp-tax-equity-capital-palmetto-clean-technology-new-york-2h3nys3tbdvk) — New York, NY / -, United States
- [Senior Systems Administrator](https://feeny.ai/job/senior-systems-administrator-palmetto-clean-technology-charlotte-y5v752b5p23x) — Charlotte, NC
- [Corporate Counsel, Risk](https://feeny.ai/job/corporate-counsel-risk-palmetto-clean-technology-charlotte-3p7rv54q270z) — Charlotte, NC
- [Director, SOX Compliance](https://feeny.ai/job/director-sox-compliance-palmetto-clean-technology-charlotte-khgjemapyfpk) — Charlotte, NC
- [Portfolio Management Analyst](https://feeny.ai/job/portfolio-management-analyst-palmetto-clean-technology-charlotte-vwgv9v838pje) — Charlotte, NC / New York, NY
- [Relationship Specialist (Southeast)](https://feeny.ai/job/relationship-specialist-southeast-palmetto-clean-technology-united-states-0rb5vt59gnre) — United States
- [Relationship Specialist (Southwest)](https://feeny.ai/job/relationship-specialist-southwest-palmetto-clean-technology-united-states-rxhwe5p6dyn6) — United States
- [VP, Investor Relations](https://feeny.ai/job/vp-investor-relations-palmetto-clean-technology-new-york-89hnfcz7jc0m) — New York, NY