July 10, 2026

Inside Sales Account Manager, Comfort

Mid • On-site

Charlotte, NC

Department Description

Palmetto's HVAC channel team builds and grows a national network of HVAC contractor and dealer partner accounts that offer comfort plan financing solutions to homeowners. The team supports partner activation, financing volume growth, and new-to-program account development through relationship management and performance coaching.

Location

Charlotte, NC

Reporting

This position reports to the SVP, Head of HVAC & Heat Pump.

Summary of 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 new-to-program funded projects across markets without a dedicated field representative.

Responsibilities

  • 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 outbound calls, emails, and virtual meetings.
  • Serve as the primary point of contact for 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 financing penetration within existing accounts.
  • Identify upsell and cross-sell opportunities across product and program offerings.
  • Monitor account health and proactively re-engage dormant or underperforming partners.
  • Achieve monthly and quarterly goals for partner activation, application volume, funded projects, and active partner rates.
  • Maintain accurate forecasting and pipeline management in Salesforce.
  • Conduct virtual partner training on financing products and promotional programs.
  • Provide partner feedback to improve products, processes, and partner experience.

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.
  • Experience in HVAC, home services, or related contractor channels is a plus.
  • Familiarity with subscription-based home services or recurring revenue models is a plus.
  • Experience working within dealer or contractor certification programs is a plus.
  • Experience selling financing, fintech, or embedded financial products to SMBs is a plus.

Additional Information

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 decisions are based on qualifications, merit, and business need.

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It combines sales execution, CRM tracking, and real estate market analysis to grow host acquisition. 🗂️ Requirements: Proven B2B or B2C sales experience, Experience in real estate or property management sectors, Track record of meeting or exceeding sales targets, Ability to use CRM systems for tracking and reporting, Proficiency with virtual communication and sales enablement tools, Strong presentation and value-based selling skills, Ability to calculate ROI and interpret market data, Knowledge of real estate investing and rental markets, Authorization to work in the United States (E-Verify compliance) 📃 Skills: Salesforce, HubSpot, CRM, ROI, Sales, RealEstate, PropertyManagement, MarketAnalysis, FinancialModeling, ColdCalling, EmailOutreach, VirtualMeetings 🏢 Description: The Role That We Need: PadSplit is hiring for an Account Executive to expand our marketplace by engaging traditional property owners to become PadSplit Hosts. This role is critical in helping homeowners unlock additional income by listing their properties, while addressing housing affordability by creating more shared housing opportunities in the Charlotte, North Carolina market. The Person We Are Looking For: We are seeking a driven and personable Account Executive with experience in sales or real estate who excels at building relationships with property owners and real estate investors. This role involves delivering a tailored value pitch on how the PadSplit model and technology consistently drive superior rental income compared to traditional single-family rentals. The ideal candidate thrives in a remote environment, demonstrates strong communication skills, and wants to have an impact on the affordable housing crisis - one room at a time. Here’s what you’ll do day-to-day: - Prospect and Qualify Leads: Research and identify potential property owners who might be interested in becoming PadSplit Hosts and qualify them based on suitability. - Conduct Outreach: Execute outreach strategies, including cold calling, emailing, and networking, to connect with traditional property owners. - Host Discovery Calls and Meetings: Engage property owners in initial conversations to understand their needs, goals, and potential barriers to joining PadSplit. - Deliver Value Propositions: Clearly articulate the benefits of PadSplit's model, such as increased revenue potential, simplified management, and societal impact. - Build and Nurture Relationships: Develop trust-based relationships with property owners, acting as a trusted advisor to address concerns and highlight opportunities. - Tailor Solutions: Customize hosting solutions based on the unique circumstances of property owners, including financial modeling, property suitability, and compliance requirements. - Close Deals: Guide property owners through the decision-making process, negotiate terms, and finalize agreements for onboarding as PadSplit Hosts. - Collaborate with Onboarding Teams: Coordinate with internal teams to ensure smooth onboarding for new Hosts, providing accurate property details and expectations. - Track and Report Metrics: Maintain detailed records in CRM systems, tracking outreach activities, conversion rates, and other key performance indicators. - Stay Updated on Market Trends: Monitor the real estate market, competitive landscape, and legislative changes to refine outreach and value propositions effectively. - Host Educational Sessions: Organize webinars or in-person sessions to educate property owners on PadSplit’s benefits and address common misconceptions. Here’s what you’ll need to be successful: - Sales Experience: Proven success in B2B or B2C sales, particularly in the real estate or property management sectors, with a track record of meeting or exceeding sales targets. - Relationship-Building Skills: Strong interpersonal and communication abilities to build trust and long-term relationships with property owners. - Self-Motivation and Independence: High level of self-discipline and motivation to thrive in a remote, fast-paced startup environment with minimal supervision. - Adaptability and Problem-Solving: Ability to think on their feet, overcome objections, and tailor solutions to meet the unique needs of property owners. - Knowledge of Real Estate Markets: Familiarity with the dynamics of real estate investing, rental markets, and property management is highly desirable. - Tech Proficiency: Comfortable using CRM systems (we use Salesforce and Hubspot), sales enablement tools, and virtual communication platforms for outreach and reporting. - Strong Presentation Skills: Ability to confidently present PadSplit’s value proposition through virtual meetings, calls, or live presentations. - Analytical Skills: Capable of interpreting market data, calculating ROI, and presenting financial benefits to potential Hosts. - Team Collaboration: Effective at collaborating with cross-functional teams, such as marketing and onboarding, to ensure a seamless experience for new Hosts. - Entrepreneurial Mindset: Resilience and resourcefulness to tackle challenges and drive results in a rapidly changing startup environment. - PadSplit Core Values: Consistently demonstrate values of compassionate directness, high integrity, optimism, intellectual curiosity, strong work ethic, empathy, self-awareness. Compensation, Benefits, and Perks: - Fully remote position - Competitive compensation package including an equity incentive plan - National medical, dental, and vision healthcare plans - Company provided life insurance policy - Optional accidental insurances, FSA, and DCFSA benefits - Unlimited paid-time (PTO) policy with eleven (11) company-observed holidays - 401(k) plan - Twelve (12) weeks of paid time off for both eligible birth and non-birth parents - The opportunity to contribute to solving the affordable housing crisis Notice to Applicants: PadSplit participates in E-Verify. All new employees are required to complete an I-9 form and be authorized to work in the United States. Employment is contingent upon successful completion of the E-Verify process. PadSplit is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Technology

Senra Systems

Head of Customer Programs & Estimating

Senior

On-site

Cypress, CA

195,000 - 300,000 USD/yr

🏢 Summary: Executive leadership role overseeing customer programs, estimating, quoting, and account growth in a high-growth manufacturing environment. Responsible for building and scaling a customer-facing organization that converts demand into profitable, repeat production business while improving estimating accuracy, quote performance, and operational systems. Partners cross-functionally to align customer commitments with manufacturing execution and drive long-term revenue growth. 🗂️ Requirements: Bachelor's degree in Engineering, Industrial Engineering, Operations, or related field, 8+ years experience in hardware, aerospace, defense, automotive, industrial technology, or advanced manufacturing, 5+ years leadership experience at Senior Manager level or higher, Experience leading managers and multi-disciplinary teams, Experience in high-growth, high-mix manufacturing environments, Strong understanding of estimating, quoting, pricing, and commercial operations, Experience working with customers, suppliers, engineering, and manufacturing teams, Demonstrated experience building teams, processes, and operating systems, Strong analytical and financial skills, Experience using metrics and KPIs to drive performance, Eligibility to comply with U.S. ITAR regulations 📃 Skills: ERP, MES, CRM, Estimating, Pricing, KPIs, Forecasting, Automation, Manufacturing, IndustrialEngineering, Operations, Analytics 🏢 Description: Position Overview We are looking for a Head of Customer Programs & Estimating to lead the organization responsible for customer engagement, technical program management, estimating, quoting, and long-term account growth. This is a highly visible executive leadership role with direct interaction with the COO, CEO, and CTPO. The Head of Customer Programs & Estimating is responsible for building and leading the customer-facing engine that converts customer demand into profitable, repeat production business. This leader will oversee all estimating, quoting, program management, technical program management, customer communications, and account growth activities. They will be accountable for customer experience, quote conversion, estimating accuracy, organizational scalability, and long-term revenue growth. This role requires a unique blend of manufacturing expertise, commercial acumen, technical credibility, leadership capability, and operational discipline. The ideal candidate has significant experience in high-growth manufacturing environments and understands both how products are built and how customers are won and retained. This role will require up to 25% travel. Organization The Head of Customer Programs & Estimating will lead teams responsible for customer engagement, technical program management, estimating, quoting, and program execution. The organization consists of an Estimating function (Estimating Administrators, Estimators, and Estimating Engineers), a Program Management function supporting awarded production programs, and a Technical Program Management function responsible for strategic customers and high-priority opportunities through an end-to-end ownership model. This leader will determine how the organization evolves and scales to support company growth. What you'll own: Leadership & Organizational Development - Build and lead a high-performing Customer Programs & Estimating organization; recruit, develop, and retain top talent. - Drive accountability through metrics, operating reviews, and performance management. - Create a culture of ownership, urgency, creativity, customer focus, and continuous improvement. Estimating & Quoting - Own company-wide estimating and quoting performance. - Improve quote turnaround times, estimate accuracy, and consistency. - Establish scalable estimating methodologies and pricing frameworks. - Refine labor estimating models and quoting tools. - Drive continuous improvement of estimating systems and workflows. - Develop processes for standard production work and large, strategic contract opportunities. Customer Programs & Account Management - Own strategic customer relationships and develop engagement strategies to increase retention and repeat business. - Drive proactive customer communication throughout the program lifecycle. - Ensure customer expectations are understood and met. - Create systems for capturing customer feedback and converting it into operational improvements. Revenue Growth & Commercial Performance - Improve quote win rates and customer retention. - Increase repeat business and long-term program conversions. - Partner with executive leadership on pricing strategy. - Analyze win/loss trends and implement corrective actions. - Align customer growth strategies with company capacity and profitability goals. Systems, Process & Automation - Partner with Product and Software teams to improve business systems. - Identify opportunities for automation throughout the customer lifecycle. - Improve visibility into quote status, customer activity, forecasting, and program execution. - Define software requirements and process improvements to improve throughput without proportional headcount growth. Cross-Functional Leadership - Partner with Manufacturing, Engineering, Business Development, Supply Chain, Quality, Finance, Product, and Software teams. - Ensure customer commitments align with operational realities. - Resolve cross-functional issues impacting customers, schedules, or profitability. - Act as executive escalation point for major customer and program issues. What you'll bring to the team: - Bachelor's degree in Engineering, Industrial Engineering, Operations, or related field. - 8+ years of experience in hardware, aerospace, defense, automotive, industrial technology, or advanced manufacturing. - 5+ years of leadership experience at Senior Manager, Director, VP, General Manager, or equivalent level. - Experience leading managers and multi-disciplinary organizations. - Experience in high-growth, high-mix manufacturing environments. - Experience working directly with customers, suppliers, engineering teams, and manufacturing organizations. - Strong understanding of estimating, quoting, pricing, customer programs, or commercial operations. - Demonstrated success building teams, processes, and operating systems. - Strong analytical, financial, and problem-solving capabilities. - Experience using metrics and KPIs to drive organizational performance. - Excellent communication and executive presentation skills. Preferred Qualifications - Engineering degree strongly preferred. - Manufacturing Engineering, Industrial Engineering, or Operations leadership background. - Experience leading customer-facing organizations within aerospace, defense, or advanced manufacturing. - Experience scaling organizations from startup through rapid growth. - Experience with ERP, MES, CRM, and estimating software platforms. - Experience supporting large strategic contracts and long-term production programs. Compensation Compensation will be based on experience and qualifications. Salary Range: $195,000–$300,000 USD. Benefits - Equity participation. - Comprehensive medical, dental, vision, life, and long-term disability coverage. - Flexible Spending Account (FSA) and Dependent Spending Account (DSA). - 20 vacation days per year and 12 company holidays. - 401(k) plan. - $50/month meal credit. - Up to $100/month gym membership reimbursement. - Fully stocked kitchen and regular team events. ITAR Requirements To conform to U.S. Government export regulations, applicants must be a U.S. citizen or national, U.S. lawful permanent resident, Refugee under 8 U.S.C. § 1157, Asylee under 8 U.S.C. § 1158, or be eligible to obtain required authorizations from the U.S. Department of State.

Healthcare

Empower Pharmacy

Director, Account Management – East/South East

Senior

On-site

Houston, TX

🏢 Summary: Leadership role overseeing regional account management for post-sale revenue, retention, and expansion within a highly regulated 503A/503B healthcare environment. Responsible for AI-enabled forecasting, growth strategy, compliance-embedded execution, and executive customer engagement to drive predictable, scalable performance. Leads and develops high-performing teams while aligning cross-functional operations to ensure quality, regulatory adherence, and sustainable growth. 🗂️ Requirements: 10–15 years in account management, customer success, or post-sale commercial leadership, 1–2 years leading leaders, Bachelor’s degree or equivalent experience, Proven success improving retention and expansion in regulated or complex environments, Advanced proficiency in CRM and forecasting tools, Experience with AI-driven analytics for pipeline and performance management, Strong knowledge of compliance and risk management in regulated industries, Experience in healthcare, life sciences, or similar regulated industry (preferred) 📃 Skills: CRM, AI, Analytics, Forecasting, Automation, Segmentation, Scoring, Dashboards, Compliance, RiskManagement 🏢 Description: Position Summary: The Director, Account Management – East/Southeast leads regional post-sale revenue performance, retention, and expansion across the customer base, directly impacting predictable growth, customer lifetime value, and enterprise trust. This role owns strategy, operating cadence, and leader development, ensuring disciplined execution, accurate forecasting, and compliant delivery. Leveraging AI as a force multiplier, the leader scales insight generation, prioritization, and decision quality to accelerate speed, consistency, and outcomes. Operating within a hyper-growth, highly regulated 503A/503B environment, the role aligns customer commitments with quality, regulatory, and operational realities. Success requires strong strategic thinking, rigorous execution, and exceptional learning agility to navigate complexity, elevate standards, and deliver durable, scalable performance while building teams and institutionalizing repeatable systems. Responsibilities: Regional Account Revenue Ownership - Own regional retention and expansion performance through AI-enabled account strategies and disciplined execution. - Develop scalable expansion frameworks leveraging AI-driven segmentation and opportunity scoring. - Establish high-confidence forecasting systems using AI-enhanced analytics and performance dashboards. Account Management Team Leadership - Build and coach high-performing managers through structured development plans and performance analytics. - Drive rigorous performance management using data-backed interventions and AI tools. - Lead structured hiring, succession planning, and workforce planning initiatives. Customer Stewardship and Executive Engagement - Own senior-level customer relationships, leading strategic conversations and negotiations. - Ensure consistent delivery of customer commitments through disciplined account planning and performance tracking. - Design and execute retention programs leveraging predictive analytics and health scoring. Compliance-Embedded Account Execution - Standardize workflows using AI-enabled automation, playbooks, and performance metrics. - Collaborate cross-functionally with Operations, Quality, Finance, Legal, and Sales. - Embed compliance, quality, and contractual guardrails into all account activities. Forecasting, Renewal Discipline, and Predictability - Leverage AI and advanced analytics to inform strategy and enhance decision-making. - Build scalable systems and governance models supporting rapid growth. - Champion continuous improvement through innovation and process refinement. Knowledge and Skills: - Advanced proficiency in CRM platforms, forecasting tools, and AI-driven analytics. - Strong leadership capability in team development and organizational design. - Deep understanding of regulated business environments, risk management, and compliance alignment. - Exceptional communication and strategic thinking skills. Experience and Qualifications: - 10 to 15 years of experience leading account management, customer success, or post-sale commercial organizations, with at least 1 to 2 years leading leaders. - Demonstrated success improving retention and expansion in regulated or complex environments. - Experience in healthcare, life sciences, or similarly governed industries preferred. - Bachelor’s degree required or equivalent experience considered. Employee Benefits, Health and Wellness: Comprehensive benefits including medical, dental, and vision coverage, paid time off, 401(k) matching, wellness perks, IV therapy, and compounded medications. Physical Requirements: Requires frequent communication, prolonged stationary positioning, regular use of hands and computer equipment, and movement throughout the office and corporate campus. Regular standing, walking, reaching, balancing, stooping, kneeling, crouching, or crawling may be required.

Technology

Varicent

Technical Account Manager - Remote

Senior

Remote

Concord, NH

92,304 - 120,996 USD/yr

🏢 Summary: Technical Account Manager role focused on supporting enterprise customers using Varicent’s Sales Planning platform through implementation, optimization, training, and ongoing technical guidance. The position involves customer success planning, data analysis, troubleshooting, and configuration of SaaS solutions while managing a portfolio of clients. Candidates are expected to have strong SQL, database, and analytics expertise along with extensive hands-on experience with Varicent Sales Planning tools. 🗂️ Requirements: 7+ years in IT consulting or enterprise software implementation, Hands-on experience with Varicent Sales Planning Tool, Bachelor’s degree in technical field or related business discipline, Experience with query-based languages, Experience with relational databases, Strong SQL and data manipulation skills, Advanced Microsoft Excel skills, Experience gathering and interpreting requirements, Ability to configure Varicent solutions, Strong troubleshooting and optimization skills 📃 Skills: SQL, Excel, Databases, SaaS, Varicent, Analytics, Reporting, Troubleshooting, Configuration, Data 🏢 Description: Varicent's Customer Success team is seeking a Technical Account Manager with a strong analytical mindset and focus on data. The role partners with a portfolio of customers to achieve long-term goals, develop strong relationships, support technical needs, encourage feature adoption, optimize models, and facilitate extension of existing VIP agreements. This role supports clients throughout every stage of their software lifecycle journey. Extensive hands-on experience with Varicent's Sales Planning tool is required. What You'll Do: - Act as a trusted expert and specialist managing and nurturing a designated client portfolio - Facilitate Sales Planning training for employees, partners, and customers in virtual and in-person group settings - Review the impact of new features and fixes against customer organizational needs - Assist in configuring Varicent-specific solutions based on customer requirements - Generate and communicate monthly performance and support metric reports - Analyze usage data and metrics to identify remedial actions - Help implement remedial actions for proactive maintenance - Troubleshoot errors, bugs, and technical hurdles while advising on optimization best practices - Identify growth opportunities and collaborate with teams to support sustainable project and product growth - Participate in Success Planning Workshops to drive Customer Success initiatives - Work with internal stakeholders to review change management processes and propose improvements What You'll Bring: - At least 7 years of experience in IT Consulting or Enterprise Software Implementation - Experience with Varicent's Sales Planning Tool is required - Bachelor’s degree or higher in a technical field or related business discipline - Experience with query-based languages and relational databases - Strong technical data skills including SQL, data manipulation, and Microsoft Excel - Strong time management and business communication skills - Experience gathering and interpreting requirements and matching them with product capabilities - Ability to understand customer needs throughout the software lifecycle - Ability to work independently with minimal oversight - Adaptability to evolving and changing processes - Preferred: Hands-on experience administering, implementing, or supporting Varicent software products Success Outcomes 1–3 Months: - Become familiar with company culture, policies, and internal systems - Complete training and onboarding - Learn available information sources - Begin client and Customer Success Manager introductions - Participate in team meetings and events 4–6 Months: - Manage clients with increasing independence while adhering to the VIP program - Prioritize work effectively and demonstrate problem resolution, growth, and adaptability 7 Months and Beyond: - Manage a full client portfolio - Perform all Technical Account Manager duties, including Annual Health Checks after 12 months Compensation and Benefits: - Estimated annual base salary range: $92,300 – $121,000 USD - Bonus and commission opportunities for eligible roles - Comprehensive medical, dental, and vision coverage - Paid time off and public holidays - Volunteer Days and Ignite Days for learning and development - Retirement plans and tuition assistance - Remote and hybrid work flexibility options