Partner Compliance & Onboarding Coordinator
Core
Process and track partner applications for HVAC, water heater, generator, and GSHP programs while monitoring compliance requirements and license/certification renewals.
Role type
Partner Compliance & Onboarding Coordinator
Builds
Partner onboarding pipelines and compliance tracking systems
Domain
Consumer energy / Home energy services
Required skills
Detail-oriented, strong written communication, proficiency in Google Workspace, process-driven administrative work, data management (via careerplan.io/jobs/5428989008-partner-compliance-onboarding-coordinator-at-palmettocleantech)
Preferred skills
Administrative experience, customer service experience, familiarity with Salesforce or similar CRM
Responsibilities
Process and track partner applications for various energy programs, send follow-up emails to collect missing information, maintain accurate partner records, monitor license and insurance expiration dates, review existing partner records for compliance flags
Seniority
Individual Contributor, entry-level to mid-level