Charter Impact

Account Manager

• Serve as the trusted point of contact across the end-to-end customer journey: Onboarding through Renewal
• Become an expert in all Charter Impact services to support the overall success of the portfolio of clients
• Own the post-sale onboarding experience, ensuring a smooth transition from sales to service delivery
• Partner with internal teams and leverage project management technologies to align client goals, scope, timelines, and success metrics
• Ensure clients understand and adopt Charter Impact’s services, tools, and ongoing engagement model
• Identify cross-sell and up-sell opportunities to expand client relationships across Charter Impact's service offerings
• Secure client renewals and manage them through contract execution. Demonstrate value through areas such as ROI and strong executive alignment
• Maintain accurate account notes, renewal forecasts, and opportunity tracking in CRM (e.g., HubSpot)

Strategic Account Manager

Financial Planning and Analysis

• Oversee financial and accounting services and provide direction to Charter Impact Teams in the following areas: financial statement preparation, accounts payable, accounts receivable, expense tracking by grant, grant reporting – for both governmental and private grants, and ad hoc reporting as requested
• Review all financial statements as prepared by Accounting Teams to ensure compliance with GAAP
• Prepare annual budgets and monthly forecasts for clients while providing valuable insight as to their financial condition
• Oversee the annual financial and governmental audits, including work paper preparation, liaison with auditors and understanding of the governmental programs
• Oversee and ensure the accuracy and timeliness of all compliance reporting
• Serve as a fiscal liaison to applicable Agencies
• Provide training to client staff to ensure internal controls are properly implemented and followed
• Work with organizational leaders and other executives to ensure financial information is properly communicated
• Develop and maintain long-term relationships with client leadership and staff
• Maintain up to date knowledge of the industry and related funding through regular professional development in areas of responsibility
• Mentor staff to ensure continued professional growth within Charter Impact Teams
• Work collaboratively with Business Development Team to develop and implement effective sales strategies to achieve sales targets and expand our non-profit customer base
• Support the Business Development Team with subject matter expertise to find and win prospects
• Analyze non-profit market trends and discover new opportunities for growth
• Liaise with other departments to ensure brand consistency and increase sales through cross-functional efforts.

Director of Client Finance, Non-Profits

Implementation Specialist

• Charter Impact empowers mission-driven organizations to achieve their goals through personalized support in finance, operations, and business management.
• The Payroll Implementation Specialist will serve as the primary point of contact for onboarding new payroll clients, leading them through a smooth and successful implementation from kickoff to go-live.
• This role focuses on managing implementation timelines, configuring and validating payroll data, documenting client-specific payroll practices, and ensuring seamless handoffs to internal payroll teams.
• The position requires strong payroll systems expertise, a consultative client-facing approach, and the ability to deliver virtual and onsite client training.
• This position requires up to 25% travel to client sites to deliver training and support implementations.

Payroll Implementation Manager

Accounts Payable

• Maintain and update vendor records to ensure accuracy and completeness
• Identify and suggest improvements to vendor setup processes and controls
• Contact clients to verify payment method setup and changes
• Assist in-office with organizing office materials, including putting away envelopes and other printing supplies
• Enter vendor and payment records accurately into accounting or ERP systems while maintaining confidentiality
• Build and maintain positive relationships with clients and internal departments by responding promptly and professionally to clients via phone and email
• Support special projects, including annual 1099 preparation and other seasonal reporting
• Perform additional administrative and operational tasks as needed to support department efficiency
• Print checks for accounts payable and ensure all payment details are accurate
• Handle outgoing mail and accounts payable checks, including trips to the post office/FedEx office
• Assist with audit requests by gathering and preparing required documentation
• Provide support to Accounts Payable Analysts and other team members with various tasks as needed
• Perform other duties as assigned

Strategic Account Manager

Director of Client Finance, Non-Profits

Payroll Implementation Manager

Accounts Payable Coordinator