Remote Partner Success Specialist

Partner Success Specialist About HDM Capital HDM Capital was founded in 2018 by veteran solar sales and finance professionals dedicated to helping customers and investors maximize the value of renewable energy. We pride ourselves on delivering the simplest and most affordable path to energy savings while building strong, long-term partnerships across the solar ecosystem. As we continue to grow, we are investing in operational excellence and premier partner support to ensure our Account Managers and EPC partners have the infrastructure, tools, and communication needed to succeed. About This Opportunity Partner Success Specialist plays a key role in supporting and partnering directly with our Account Managers to deliver a seamless, high-touch experience to our external partners. This role is operationally focused and execution driven. You will work alongside Account Managers to ensure smooth onboarding, accurate documentation, timely communication, and efficient resolution of partner needs. Your success is measured by your ability to enhance internal efficiency, improve partner satisfaction, and strengthen revenue predictability. This is a highly collaborative role that requires strong systems thinking, attention to detail, and a proactive approach to problem-solving. Responsibilities Account Manager Partnership Serve as the primary operational partner to assigned Account Managers. Support Account Managers with partner onboarding, documentation, follow-ups, and internal coordination. Ensure clear communication between Sales, Underwriting, Operations, and external partners. Help prepare reports, materials, and data needed for partner conversations and quarterly reviews. Process & Workflow Optimization Manage and maintain tools and systems, including automation platforms and sales enablement technologies. Assist in developing and refining workflows that increase efficiency and reduce friction for partners. Identify process gaps and proactively recommend improvements. Pipeline & Reporting Support Support pipeline management activities to ensure accurate data and reliable revenue projections. Generate and analyze reports and performance metrics to provide actionable insights. Monitor partner activity and flag trends, risks, or opportunities to Account Managers. Partner Experience Ensure timely responses and resolution of partner requests. Help uphold HDM’s Partner Success standards across all communications. Contribute to maintaining a consistent, professional, and solutions-oriented partner experience. Location & Work Authorization This is a U.S.-based remote position. Candidates must physically reside in the United States and be legally authorized to work in the U.S. at the time of application and throughout employment. HDM Capital does not provide visa sponsorship or employment-based immigration support for this role. Core Competencies Ability to multi-task and prioritize effectively in a fast-paced environment. Strong collaborative mindset; thrives in cross-functional partnership. Professional, clear, and confident communication skills. Detail-oriented with a high degree of accountability. Systems thinker with intellectual curiosity and eagerness to improve processes. Solar industry experience required. Compensation & Benefits W2 position with competitive base salary, with bonus potential Full Medical Dental and Vision Benefits Uncapped PTO Opportunity to grow within a fast-scaling renewable energy organization Equal Employment Opportunity Statement HDM Capital is an equal employment opportunity (EEO) employer. We provide equal employment opportunities to all applicants without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, we comply with applicable state and local laws governing nondiscrimination in employment in every location in which the company operates. HDM Capital proudly supports employment opportunities for Military members and Veterans.