Onboarding Specialist

Charter Impact • USA • 3m ago

About the Company:

Charter Impact empowers mission-driven organizations to achieve their goals through personalized support in finance, operations, and business management. We accomplish this through enthusiastic collaboration within our team and with our clients to support their communities. We are a remote first company growing on a national scale and are continuously seeking qualified candidates to join us. Ideal candidates will be highly motivated professionals who are committed to supporting the team in an environment of growth and change.

Role Summary:

The Onboarding Specialist is the first point of contact for new charter school clients in our expansion markets after they sign with our firm. This role ensures a smooth and professional transition by guiding school leadership and business managers through the implementation of accounting, payroll, and accounts payable systems, as well as compliance and reporting processes. The Onboarding Specialist acts as a project manager, trainer, and trusted advisor - building strong client relationships from day one and setting the stage for long-term success.

This position is remote to candidates based in AZ, CA, CO, CT, FL, ID, NV, OR, SD, TX, UT and/or WA.

Responsibilities

Client Onboarding & ImplementationServe as the primary contact for new school clients during the onboarding phaseLead kickoff meetings to establish timelines, deliverables, and expectationsGather, review and validate client data (e.g., chart of accounts, payroll records, contracts, compliance calendars)Coordinate setup and configuration of financial and payroll systems (Sage Intacct, Inova, Edstruments or equivalent)Ensure proper mapping to state-specific requirements (e.g., Florida DOE Chart of Accounts, FEFP funding, Title I/IDEA compliance).Facilitate weekly check-in meetings with new clients to provide guidance, answer questions, and support a smooth transition through process refinementsTraining & Knowledge TransferTrain school leaders and staff on new systems, processes, and workflowsDevelop and deliver written guides, checklists, and resource materials to support successful client adoption and independenceProject Management & CommunicationTrack onboarding milestones, deliverables, and deadlines, escalating risks proactively as neededCollaborate with internal teams (payroll, accounts payable, accounting, compliance) to ensure seamless handoffs and coordinated executionKeep clients informed through regular progress updates, status reports, and clear next stepsDemos & Pre-Sales SupportConduct tailored demonstrations of accounting, payroll, and accounts payable platforms for prospective clientsHighlight features, workflows, and compliance advantages relevant to charter school operationsPartner with the sales team to address technical and process questions, reinforcing client confidence prior to contract executionCapture and share feedback from demo sessions to inform product enhancements and onboarding resourcesRelationship BuildingBuild and maintain trusted relationships with clients by demonstrating expertise, responsiveness, and empathy for the unique challenges of charter schoolsIdentify opportunities to streamline processes, improve service delivery, and enhance the overall client experience

Requirements

EDUCATION: Bachelor’s degree in Accounting, Finance, Business Administration, Education, or related field (or equivalent experience).

EXPERIENCE:3+ years of experience in charter school operations, business management, accounting, or client servicesStrong knowledge of charter school funding models, compliance requirements, and payroll practices preferredKNOWLEDGE OF:Purposes, methods, and practices of client onboarding, transitioning and record keepingIntermediate Microsoft Office (Word, Excel, Outlook) skillsProper and effective use of English grammar and communication skills (oral and written)Ability to effectively listen to and empathize with customersLearn the appropriate rules, regulations and technical procedures specifically related to charter schools and non-profit payrollCandidates must also have the ability to:Align with Charter Impacts core beliefs and business philosophyManage multiple projects, clients, and timelines effectively through strong project management and organizational skillsClearly explain financial and technical information to diverse, non-finance audiences using strong communication and interpersonal skillsEffectively use financial/accounting software (e.g., Sage Intacct, Inova, ADP, etc.) as well as Microsoft and Google productivity tools to perform daily tasks efficientlyMaintain, encourage and participate in a close and highly collaborative team environment with clients and Charter Impact staffAdapt quickly to changeUnderstand and carry out directions in an independent mannerExperience with the following is a plus:Sage Intacct AccountingAny third-party payroll database experience, such as ADP, Paychex, Intuit

What's in it for You?

As a remote-first organization, we embrace flexibility and collaboration across teams. To support your success, we provide a company-issued laptop along with essential accessories, including a mouse, keyboard, and monitor, to help you create a productive remote workspace.Opportunities to connect: Engage in frequent virtual and in-person team-building events.Incredible colleagues: Work alongside a passionate team making a real impact.Competitive compensation & benefits: Enjoy medical, dental, vision, and life insurance, plus a 401(k) with company match—and much more!Generous paid time off: Receive 11 paid company holidays and a winter break from Christmas Day through New Year's Day.Employee Referral Bonus Program: Earn a bonus for successful referrals.

Charter Impact strives to be an employer of choice for highly motivated and mission-driven professionals. We are committed to fostering a team environment where all members work together to achieve common goals, and where staff are supported, challenged and inspired in their work.