Teams at Palmetto Clean Technology

Manages and grows a portfolio of HVAC contractor and dealer accounts through outbound engagement, virtual meetings, partner activation, financing adoption, and account development. The role drives sales and funding targets, identifies upsell opportunities, re-engages inactive partners, maintains Salesforce forecasts, conducts virtual product training, and provides partner feedback to improve programs and customer experience.

Leads compensation strategy, executive compensation, equity and long-term incentive programs, including Compensation Committee support and public-company disclosures. Oversees benefits and People Operations teams, annual rewards planning, pay structures, market benchmarking, equity modeling, benefits administration, HR systems, compliance, governance, controls, and process improvement. Advises executives and develops scalable rewards programs while coaching teams and partnering with Finance, Legal, Accounting, external advisors, and the Board.

Own monthly and quarterly reporting for solar, PPA, lease, and battery financing portfolios. Build reporting frameworks for new transactions, track performance metrics, maintain audit-ready records, support investor communications, and prepare materials for tax equity and institutional partners. Improve data flows and automate reporting using Microsoft Fabric, BI tools, and AI-assisted solutions while collaborating with Data Analytics, Operations, Finance, Accounting, legal, and deal execution teams.