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# Customer Success Specialist I (Spanish Bilingual)

AI Summary Palmetto is hiring an entry-level bilingual Customer Success Specialist to provide frontline support for solar-energy customers in the Philippines. The specialist handles inbound calls, emails, and chats, resolves common account, billing, and system-performance questions, and documents interactions in a CRM. The role requires English and Spanish fluency, calm customer communication, adherence to SOPs and SLAs, and accurate escalation of complex cases to Tier 2 teams. Success is measured through first-contact resolution, customer satisfaction, handle time, documentation quality, and escalation accuracy.[Apply for this job](#job-application)[View company](https://jobicy.com/company/palmetto-clean-technology.md)ShareRemote from[Philippines](https://jobicy.com/job-region/philippines.md)SalaryUndisclosedDepartment[Customer Support & Success](https://jobicy.com/categories/supporting.md)EmploymentFull TimeExperienceSeniorPublished10 Nov 2026Apply before10 Dec 2026Listing views24Application actions1Application toolkit

## Make your next move.

Prepare your resume, explore your fit, and draft a cover letter for this opportunity.

Opportunity details

## About this role.

Company Description

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. By offering one integrated platform across solar, battery storage, HVAC, heat pumps and more, Palmetto helps homeowners make home energy more affordable, reliable and accessible. Today Palmetto serves hundreds of thousands of homeowners, across 30+ states, building the operating infrastructure for the consumer energy transition, one home at a time.

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.

Location

This position will be based remotely in the Philippines.

Reporting

This position will report to the Team Lead, Customer Success.

Summary of Role

As a Customer Success Specialist I, you will be the first point of contact for our solar customers. You’ll handle inbound calls, emails, and chats, providing clear answers, basic troubleshooting, and timely updates. Your focus will be on resolving common customer issues, delivering excellent service, and ensuring that every interaction leaves a positive impression.

This role is ideal for someone who enjoys helping people, follows processes closely, and can effectively communicate technical information in simple terms. Tier 1 Specialists are critical to maintaining smooth operations, ensuring accurate documentation, and routing complex cases to the appropriate Tier 2 or escalation teams when necessary.

Strategic & Tactical

* Frontline Customer Support
Handle inbound customer contacts (calls, emails, chats) regarding solar system performance, billing questions, and account support.
* Provide first-level troubleshooting and walk customers through basic steps to resolve issues.
* Accurately log and update all customer interactions in the CRM system.
* Set clear expectations on timelines and next steps.

* Issue Triage & Escalation
Identify cases that require escalation to Tier 2 or specialized teams.
* Follow established SOPs for routing high-priority or technical cases.
* Gather and document all relevant details to ensure escalations are handled efficiently.

* Customer Experience & CSAT Focus
Demonstrate empathy and professionalism in every interaction.
* Aim for first-contact resolution whenever possible.
* Proactively educate customers on how to monitor their solar system performance and where to find helpful resources.

* Process & Compliance
Follow all SOPs for customer communication and data security.
* Adhere to service-level agreements (SLAs) for response times and resolution.
* Provide feedback to leadership on recurring issues, trends, or process gaps.

Qualifications

* 1+ year of customer service experience (call center or BPO preferred).
* Basic familiarity with solar energy systems or willingness to learn quickly.
* Strong verbal and written communication skills in English.
* Ability to stay calm and professional under pressure.
* Comfortable using CRM/ticketing systems (Salesforce preferred but not required).
* Detail-oriented and able to follow SOPs accurately.
* A positive, team-oriented attitude and willingness to grow into more complex responsibilities.
* Excellent written and verbal communication skills in both English and Spanish, with the ability to deliver constructive feedback clearly (required)

Success Defined

* First Contact Resolution (FCR) – Target: 80%+ of cases resolved without escalation.
* Average Handle Time (AHT) – 12 minutes
* CSAT Score – Target – 4+ customer satisfaction on post-contact surveys.
* Adherence to SOPs – 100% compliance on required processes and documentation.
* Escalation Accuracy – Minimal rework needed by Tier 2 due to missing info.

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](https://palmetto.com/privacy-policy)

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[Apply now >](https://jobicy.com/jobs/161072-customer-success-specialist-i-spanish-bilingual.md)

>  Annual salary information is not provided for this position. Explore salary ranges for similar roles in our [Salary Directory ›](https://jobicy.com/salaries.md)

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## Role DNA

A quick view of the complexity, pace, ownership and collaboration implied by the job description.

### Job Complexity

2/5EasyHard

### Pace & Pressure

4/5RelaxedFast-paced

### Autonomy Level

2/5GuidedFull ownership

### Communication Load

5/5IndependentCollaborative

AI insightThis is a Tier 1 support role with established procedures and escalation paths, making the technical depth relatively accessible. Its fast inbound volume, service metrics, bilingual communication, and need for accurate troubleshooting create consistent operational pressure.

## Salary analysis

Estimated compensation compared with the broader US market for similar roles.

Estimated job median (per year)Market rate$10,000US market range (per year)$7.50k–$13k0$14.30k

AI insightThe yearly pay period is inferred from the job context; it was not explicitly stated by the employer. No employer compensation was disclosed. The yearly cadence and USD market estimate are inferred for a full-time, Philippines-based bilingual Tier 1 customer success role; these are AI estimates rather than verified employer pay.

## Core skills

Skills and capabilities most closely associated with this opportunity.

[Customer service](https://jobicy.com/jobs?search_keywords=Customer%20service.md)[Customer success](https://jobicy.com/jobs?search_keywords=Customer%20success.md)[Spanish language](https://jobicy.com/jobs?search_keywords=Spanish%20language.md)[English language](https://jobicy.com/jobs?search_keywords=English%20language.md)[Inbound call handling](https://jobicy.com/jobs?search_keywords=Inbound%20call%20handling.md)[Email support](https://jobicy.com/jobs?search_keywords=Email%20support.md)[Live chat support](https://jobicy.com/jobs?search_keywords=Live%20chat%20support.md)[CRM systems](https://jobicy.com/jobs?search_keywords=CRM%20systems.md)[Salesforce](https://jobicy.com/jobs?search_keywords=Salesforce.md)[Ticket management](https://jobicy.com/jobs?search_keywords=Ticket%20management.md)[First-contact resolution](https://jobicy.com/jobs?search_keywords=First-contact%20resolution.md)[Technical troubleshooting](https://jobicy.com/jobs?search_keywords=Technical%20troubleshooting.md)[Escalation management](https://jobicy.com/jobs?search_keywords=Escalation%20management.md)[SOP compliance](https://jobicy.com/jobs?search_keywords=SOP%20compliance.md)[Solar energy basics](https://jobicy.com/jobs?search_keywords=Solar%20energy%20basics.md)

Sample interview questionsHow would you handle a customer who is concerned that their solar system is underperforming?I would first acknowledge the concern and gather key information, such as the system details, recent performance observations, and any error messages. I would explain basic checks in clear language, document the interaction in the CRM, and set expectations for next steps. If the issue requires deeper technical review, I would escalate it with complete notes and relevant evidence.

How do you balance a low average handle time with a high-quality customer experience?

I focus on active listening, structured discovery questions, and using approved resources efficiently. I confirm the customer’s issue, provide a concise solution or clear next step, and summarize before ending the interaction. I would not rush a customer at the expense of accuracy, empathy, or proper documentation.

Describe how you would document and escalate a Tier 2 case.

I would record the customer’s contact details, issue summary, troubleshooting steps completed, system or account information, timestamps, and any supporting screenshots or error messages. I would select the correct escalation category and clearly state why further support is needed. This gives the Tier 2 team enough context to act without asking the customer to repeat information.

How would you communicate a technical solar-system concept to a customer with limited technical knowledge?

I would avoid jargon and use plain, customer-friendly language, explaining one concept at a time. For example, I would compare system monitoring to checking a dashboard that shows how much energy the system is producing. I would pause to confirm understanding and direct the customer to relevant self-service resources when useful.

What does excellent bilingual customer support mean to you?

It means communicating accurately, naturally, and respectfully in the customer’s preferred language while maintaining the same service quality in both languages. I would adapt vocabulary and tone to the customer, verify understanding, and ensure all CRM notes are clear for colleagues who may continue the case. Empathy, clarity, and consistency are essential.

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