[All remote jobs](https://jobicy.com/jobs.md)[![Palmetto Clean Technology logo](https://jobicy.com/data/server-nyc0409/galaxy/mercury/2026/11/ba1770ab2e25-221.webp)](https://jobicy.com/company/palmetto-clean-technology.md)[Palmetto Clean Technology](https://jobicy.com/company/palmetto-clean-technology.md)

# Partner Compliance & Onboarding Coordinator

AI Summary Palmetto seeks a remote coordinator in the Philippines to support partner onboarding and routine compliance operations for home-energy programs. The role involves tracking applications, requesting missing documents, maintaining accurate records, and monitoring licenses, certifications, and insurance expirations. The coordinator will also review existing partner records and escalate flags that require further attention. Success is measured through timely onboarding follow-ups, prevention of compliance lapses, and efficient clearance of a large historical review backlog. This is a fixed-term, one-year full-time position with potential extension or conversion based on business needs.[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[Legal & Compliance](https://jobicy.com/categories/legal.md)EmploymentFull TimeExperienceOpen levelPublished10 Nov 2026Apply before10 Dec 2026Listing views38Application actions1Application toolkit

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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.

Summary of Role

Palmetto is looking for a remote Partner Compliance & Onboarding Coordinator in the Philippines to join our team on a temporary basis. You’ll play a key role in keeping partner onboarding on track and assisting with essential compliance follow-ups. No compliance background is needed—if you are detail-oriented, dependable, and quick to pick up new tools, we would love to meet you!

Strategic & Tactical

* Partner onboarding support
Help process and track partner applications for HVAC, Water Heater, Generator, and GSHP programs.
* Send follow-up emails and outreach to partners to collect missing information or meet compliance deadlines.
* Keep records up to date and flag anything that needs a closer look.

* Compliance monitoring support
Assist with a review of existing partner records in our compliance platform, checking for flags and making sure information is accurate.
* Help track partner license, certification, renewals and insurance expiration dates.
* Help monitor compliance requirements for sales reps across multiple markets.

Qualifications

* Exceptionally detail-oriented, with a track record of managing multiple tasks efficiently and ensuring nothing falls through the cracks.
* Administrative, customer service, or data entry experience is a plus, but not required.
* Strong written communication skills, with the ability to draft clear, professional emails independently rather than relying on templates.
* Proficient in Google Workspace (Gmail, Docs, Sheets) and comfortable navigating spreadsheets; eager to pick up new tools as needed.
* Highly dependable, with consistent follow-through on tasks and commitments.
* Comfortable with process-driven, repetitive administrative work, maintaining high accuracy throughout.
* Familiarity with Salesforce or similar CRM and task management softwares is a bonus.
* This is a fixed-term, 1-year position, with the possibility of extension or conversion to a permanent role based on business needs.

Success Defined

* Partner activation rate within compliance windows — % of onboarding touchpoints (follow-up, outreach, document collection) completed before the compliance window closes. Target: 90%+ completed on-time, no lapses due to missed follow-up.
* Expiration lapse rate — % of partner license, certification, or insurance expirations that lapse without prior outreach. Target: 0% uncontacted within the compliance notification window.
* Historical review completion pace — SafeTurf backlog cleared at a rate that retires the 800+ partner review within a defined target window (90-120 days), with flags evaluated and dispositioned.

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)

Show more

[Apply now >](https://jobicy.com/jobs/161079-partner-compliance-onboarding-coordinator.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)

*

![Upload CV](data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHdpZHRoPSI2NSIgaGVpZ2h0PSI2NSIgZmlsbD0ibm9uZSIgeG1sbnM6dj0iaHR0cHM6Ly92ZWN0YS5pby9uYW5vIj48ZyBjbGlwLXBhdGg9InVybCgjQSkiPjxwYXRoIGQ9Ik0wIDBINjVWNjVIMFYwWiIgZmlsbD0iIzAyOWFlYiIvPjxnIGZpbGw9IiNmZmYiIHN0cm9rZT0iI2ZmZiIgc3Ryb2tlLXdpZHRoPSIyIj48cGF0aCBkPSJNMzMuMDQ5IDE1LjQ1NGExLjQzIDEuNDMgMCAwIDAtMi4wOTcgMGwtNy41NzkgOC4xNDdhMS4zOCAxLjM4IDAgMCAwIC4wOSAxLjk3MyAxLjQ0IDEuNDQgMCAwIDAgMi4wMDgtLjA4OGw1LjEwOS01LjQ5MnYyMC42MWExLjQxIDEuNDEgMCAwIDAgMS40MjEgMS4zOTdjLjc4NSAwIDEuNDIxLS42MjUgMS40MjEtMS4zOTd2LTIwLjYxbDUuMTA5IDUuNDkyYTEuNDQgMS40NCAwIDAgMCAyLjAwOC4wODggMS4zOCAxLjM4IDAgMCAwIC4wOS0xLjk3M2wtNy41NzktOC4xNDZ6TTE2Ljc2OSAzOC40YzAtLjc3My0uNjItMS40LTEuMzg1LTEuNFMxNCAzNy42MjcgMTQgMzguNHYuMTAybC4yMTUgNi4yMjljLjIyMyAxLjY4LjcwMSAzLjA5NSAxLjgxMyA0LjIxOHMyLjUxIDEuNjA3IDQuMTcyIDEuODMzYzEuNi4yMTggMy42MzYuMjE4IDYuMTYuMjE4aDExLjI4bDYuMTYtLjIxOGMxLjY2Mi0uMjI2IDMuMDYxLS43MDkgNC4xNzItMS44MzNzMS41ODktMi41MzggMS44MTMtNC4yMThDNTAgNDMuMTEzIDUwIDQxLjA1NSA1MCAzOC41MDNWMzguNGMwLS43NzMtLjYyLTEuNC0xLjM4NS0xLjRzLTEuMzg1LjYyNy0xLjM4NSAxLjRsLS4xOSA1Ljk1OGMtLjE4MiAxLjM3LS41MTUgMi4wOTUtMS4wMjYgMi42MTJzLTEuMjI4Ljg1My0yLjU4MyAxLjAzOGMtMS4zOTUuMTktMy4yNDMuMTkzLTUuODkzLjE5M0gyNi40NjJjLTIuNjUgMC00LjQ5OC0uMDAzLTUuODkzLS4xOTMtMS4zNTUtLjE4NC0yLjA3Mi0uNTIxLTIuNTgzLTEuMDM4cy0uODQ0LTEuMjQyLTEuMDI2LTIuNjEyYy0uMTg3LTEuNDEtLjE5MS0zLjI3OS0uMTkxLTUuOTU4eiIvPjwvZz48L2c+PGRlZnM+PGNsaXBQYXRoIGlkPSJBIj48cGF0aCBmaWxsPSIjZmZmIiBkPSJNMCAwaDY1djY1SDB6Ii8+PC9jbGlwUGF0aD48L2RlZnM+PC9zdmc+)

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## Role DNA

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

### Job Complexity

3/5EasyHard

### Pace & Pressure

4/5RelaxedFast-paced

### Autonomy Level

3/5GuidedFull ownership

### Communication Load

4/5IndependentCollaborative

AI insightThe work is process-driven and does not require prior compliance experience, but it demands sustained accuracy across deadlines, partner records, and an 800-plus record review backlog. Strong independent written follow-up and reliable prioritization are important.

## Salary analysis

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

Estimated job median (per month)Market rate$900US market range (per month)$650–$1.20k0$1.32k

AI insightThe monthly pay period is inferred from the job context; it was not explicitly stated by the employer. No employer salary was disclosed. The monthly cadence and USD estimates are inferred for a full-time remote compliance and onboarding coordinator role based in the Philippines; they are market estimates rather than stated compensation.

## Core skills

Skills and capabilities most closely associated with this opportunity.

[Partner onboarding](https://jobicy.com/jobs?search_keywords=Partner%20onboarding.md)[Compliance monitoring](https://jobicy.com/jobs?search_keywords=Compliance%20monitoring.md)[Document collection](https://jobicy.com/jobs?search_keywords=Document%20collection.md)[Data entry](https://jobicy.com/jobs?search_keywords=Data%20entry.md)[Records management](https://jobicy.com/jobs?search_keywords=Records%20management.md)[License tracking](https://jobicy.com/jobs?search_keywords=License%20tracking.md)[Certification tracking](https://jobicy.com/jobs?search_keywords=Certification%20tracking.md)[Insurance renewal tracking](https://jobicy.com/jobs?search_keywords=Insurance%20renewal%20tracking.md)[Google Workspace](https://jobicy.com/jobs?search_keywords=Google%20Workspace.md)[Google Sheets](https://jobicy.com/jobs?search_keywords=Google%20Sheets.md)[Written communication](https://jobicy.com/jobs?search_keywords=Written%20communication.md)[Salesforce CRM](https://jobicy.com/jobs?search_keywords=Salesforce%20CRM.md)[Deadline management](https://jobicy.com/jobs?search_keywords=Deadline%20management.md)[Administrative support](https://jobicy.com/jobs?search_keywords=Administrative%20support.md)

Sample interview questionsHow would you manage follow-ups for several partners with missing onboarding documents and different compliance deadlines?I would maintain a tracker with each partner's missing items, deadline, last contact date, owner, and next action. I would prioritize imminent deadlines, send clear individualized follow-ups, and set reminders for additional outreach and escalation when needed.

What steps would you take when reviewing a partner record and finding expired insurance or a missing certification?

I would verify the record against the required documentation, note the issue accurately in the appropriate system, and follow the established outreach process. If the issue could affect activation or requires a decision, I would flag it promptly to the responsible compliance team member.

How do you maintain accuracy during repetitive administrative work?

I use consistent checklists, standardized naming and tracker fields, and brief quality checks before marking work complete. I also batch similar tasks where appropriate while pausing to verify critical dates, documents, and partner details.

Describe how you would write an effective follow-up email to a partner who has not responded to a documentation request.

I would use a concise subject line, state the missing document and why it is needed, provide a specific deadline and simple submission instructions, and offer help if they have questions. The tone would remain professional and helpful while clearly communicating the impact of delayed action.

How would you approach learning a new compliance platform or CRM with limited prior experience?

I would start with available training materials and documented workflows, practice on routine tasks, and keep notes on field definitions and process steps. I would ask focused questions when needed, confirm my understanding on early records, and apply feedback consistently.

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