Partner Support Specialist [OneEthos]

We are changing FINANCE to finance CHANGE! At  Climate First Bank , we’re redefining what banking can be. As a Florida Benefit Corporation and FDIC-insured commercial bank, we offer a full suite of personal and business services—including solar, residential, commercial, ESOP Banking, Structured Finance and SBA loans—all designed to power a better future. We’re proud to be a Certified B Corporation, a member of 1% for the Planet, and part of the Global Alliance for Banking on Values (GABV), reflecting our deep commitment to sustainability, transparency, and ethical banking. With branches in  St. Petersburg, Winter Park, Mount Dora , and a growing  digital presence , we’re proving that banking can be a force for good. We don’t just support environmental and social causes—we’re built on them. Under our Holding Company,  Climate First Bancorp , we are also powered by OneEthos.  OneEthos  operates at the intersection of fintech and traditional banking to expand access to inclusive, values-driven financial services. Regulated by the Federal Reserve Bank, it equips Community Banks, Credit Unions, CDFIs, and Green Banks with ethical lending tools—especially in climate finance and solar lending. Join the Movement We’re seeking  driven, mission-aligned  individuals ready to make an impact. If you’re passionate about sustainability, thrive in a fast-paced, results driven environment, and want to be part of something bigger, you will feel right at home. Our team is one of  goal-setters, go-getters, problem solvers, thought leaders, and changemakers . We celebrate wins, tackle challenges head-on, and push boundaries. Fueled by purpose, we thrive where perseverance and passion turn ambitious goals into reality. Thrive at Climate First Bank At Climate First Bank, we’re investing in your future. We offer a comprehensive, people-first benefits package that supports your health, finances, and work-life balance. Compensation   —  In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity. Actual compensation is based on industry salary ranges, internal salary structures, experience, skills and other job-related factors. Health Coverage  —  100% employer-paid for employees; employer contribution for dependents by Us Medical, Dental & Vision Insurance  Health Savings Account (HSA)  Free Telemedicine access via Teladoc   Financial Wellness & Wealth Building 401(k) with 6% Employer Match —  No Vesting Period. Employee Stock Options  Exclusive Employee Banking Perks  0% Financing for Employee Solar Loans  Employee Only Mortgage Product  with exclusive interest rates and terms. 0% Financing for Eligible Electric Vehicles (EVs)  Referral Incentives  Generous Paid Time Off 2–4 Weeks of Vacation  based on officer level plus additional tenure-based time. 64 Hours of Paid Sick Time  for all full-time employees. Protection & Peace of Mind Company-Paid Life Insurance  Short- & Long-Term Disability Insurance Voluntary Life, Accident & Critical Illness Coverage   Employee Assistance Program (EAP)  with free counseling, legal, and financial services. Now Hiring: Partner Success Specialist We’re looking for a Partner Support Specialist who loves helping people solve problems and walking away knowing they made someone’s day easier. In this role, you’ll be the trusted, dependable voice our solar installer partners rely on—supporting them across the OneEthos loan platform and Bodhi customer experience software. You will onboard and train new partners, monitor partner health, and proactively step in to resolve issues before they escalate. Above all, you’ll create a warm, human-centered support experience that reflects our commitment to ethical, transparent solar financing. What You’ll Contribute: Partner Support & Relationship Management Serve as the primary point of contact for solar installer partners, delivering empathetic, responsive support across OneEthos and Bodhi platforms Build trusted relationships through consistent, human-centered interactions Ensure partners feel heard, supported, and confident in every engagement Partner Onboarding & Training Welcome and onboard new installer partners into the network Train sales representatives, owners, and admins on systems and operational processes Enable partners to confidently navigate tools and workflows from day one Operational Support & Issue Resolution Assist partners with loan applications to ensure a seamless pipeline from submission to completion Take full ownership of partner issues and follow through to resolution Maintain clear communication and accountability throughout the support lifecycle Partner Health Monitoring & Proactive Support Monitor partner engagement and performance signals to identify risks Proactively reach out to address concerns before escalation Support long-term partner success and retention through early intervention Continuous Improvement & Cross-Functional Collaboration Develop deep knowledge of OneEthos and Bodhi products Share partner insights and feedback to inform product improvements and innovation Identify referral opportunities and collaborate across teams within the organization Champion Our Mission, Protect What Matters Adopt a commitment to environmental, social, economic, and racial justice. Stay informed of applicable regulatory requirements and complete all mandatory compliance and IT training. Pursue and demonstrate an understanding of established Bank policies, procedures, and regulations. Question suspicious activity and collaborate closely with the respective department(s) to help prevent fraudulent activity. What makes a stand-out candidate: Experience & Core Skills Strong customer support or partner-facing experience with a focus on relationship building Excellent verbal and written communication skills with active listeni