Charter Impact

Onboarding Specialist

Charter Impact

full-time

Posted on:

Location Type: Remote

Location: Remote • Texas • 🇺🇸 United States

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Salary

💰 $26 - $31 per hour

Job Level

Mid-LevelSenior

About the role

  • Serve as the primary contact for new school clients during the onboarding phase.
  • Lead kickoff meetings to establish timelines, deliverables, and expectations.
  • Gather, 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 refinements.
  • Train school leaders and staff on new systems, processes, and workflows.
  • Develop and deliver written guides, checklists, and resource materials to support successful client adoption and independence.
  • Track onboarding milestones, deliverables, and deadlines, escalating risks proactively as needed.
  • Collaborate with internal teams (payroll, accounts payable, accounting, compliance) to ensure seamless handoffs and coordinated execution.
  • Keep clients informed through regular progress updates, status reports, and clear next steps.
  • Conduct tailored demonstrations of accounting, payroll, and accounts payable platforms for prospective clients.
  • Highlight features, workflows, and compliance advantages relevant to charter school operations.
  • Partner with the sales team to address technical and process questions, reinforcing client confidence prior to contract execution.
  • Capture and share feedback from demo sessions to inform product enhancements and onboarding resources.
  • Build and maintain trusted relationships with clients by demonstrating expertise, responsiveness, and empathy for the unique challenges of charter schools.
  • Identify 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 services
  • - Strong knowledge of charter school funding models, compliance requirements, and payroll practices preferred.
  • __**KNOWLEDGE OF**__**:**
  • - Purposes, methods, and practices of client onboarding, transitioning and record keeping.
  • - Intermediate Microsoft Office (Word, Excel, Outlook) skills.
  • - Proper and effective use of English grammar and communication skills (oral and written).
  • - Ability to effectively listen to and empathize with customers.
  • - Learn the appropriate rules, regulations and technical procedures specifically related to charter schools and non-profit payroll.
  • **Candidates must also have the ability to:**
  • - Align with Charter Impacts core beliefs and business philosophy.
  • - Manage multiple projects, clients, and timelines effectively through strong project management and organizational skills.
  • - Clearly explain financial and technical information to diverse, non-finance audiences using strong communication and interpersonal skills.
  • - Effectively use financial/accounting software (e.g., Sage Intacct, Inova, ADP, etc.) as well as Microsoft and Google productivity tools to perform daily tasks efficiently.
  • - Maintain, encourage and participate in a close and highly collaborative team environment with clients and Charter Impact staff.
  • - Adapt quickly to change.
  • - Understand and carry out directions in an independent manner.
  • **Experience with the following is a plus:**
  • - Sage Intacct Accounting.
  • - Any third-party payroll database experience, such as ADP, Paychex, Intuit.
Benefits
  • 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.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
accountingfinancebusiness administrationclient onboardingproject managementcharter school funding modelscompliance requirementspayroll practicesfinancial/accounting softwarerecord keeping
Soft skills
communication skillsinterpersonal skillsorganizational skillsempathylistening skillsadaptabilitycollaborationproblem-solvingclient relationship managementtime management