Inside Sales Account Manager, Comfort

The role

The Inside Sales Account Manager, Comfort manages and grows an assigned portfolio of HVAC contractor and dealer partner accounts. This role drives partner engagement, activates new accounts, grows financing volume, and generates NTPs.

What you will do

• Own a portfolio of HVAC contractor and dealer partner accounts across geographic markets not covered by a field CAM territory.
• Build strong relationships with business owners, sales managers, and key decision-makers through regular outbound calls, emails, and virtual meetings.
• Serve as the primary point of contact for Palmetto's comfort plans, financing programs, and partner support.
• Follow up with newly onboarded partners to drive activation.
• Identify barriers to adoption and build action plans to increase utilization.
• Develop strategies to grow comfort plan financing penetration within existing accounts.
• Identify upsell and cross-sell opportunities across Palmetto's product and program portfolio.
• Monitor account health and proactively re-engage dormant or underperforming partners.
• Achieve monthly and quarterly goals for NTP count, partner activation rate, application volume, funded projects, and active partner rate.
• Maintain accurate forecasting and pipeline management in Salesforce.

Required qualifications

• 3+ years of inside sales, account management, customer success, or business development experience.
• Experience managing a book of business or customer portfolio.
• Strong consultative selling and relationship-building skills.
• Excellent verbal and written communication.
• Self-motivated with strong organizational and time-management skills.
• Experience using Salesforce or a comparable CRM platform.

Nice to have

• Experience in HVAC, home services, or a related trades contractor channel
• Familiarity with comfort plans, subscription-based home services, or recurring revenue models
• Experience working within a dealer or contractor certification program (e.g., LightReach Certified or similar)
• Experience selling financing, fintech, or embedded financial products to SMBs

Benefits

• unlimited PTO
• medical, dental, and vision coverage
• paid parental leave
• retirement plans

Before you apply

• Employment is contingent upon the successful completion of a background check.

About the company

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. It serves hundreds of thousands of homeowners across 30+ states.