Director

• Train new members to the Charter Impact team to support new markets and regularly monitor ongoing performance
• Actively monitor company performance through direct client communication and review of ongoing client feedback, ensuring clients’ expectations are always exceeded both in terms of timeliness and accuracy of information
• Hold regular team meetings to collaborate, share, update and synchronize the team’s thoughts, efforts and strategies
• Monitor team capacity, ensuring both efficient and high-quality delivery of services
• Seek out best practices to ensure a consistent client experience
• Streamline workflows to create greater efficiencies within the team through knowledge sharing, work-product development and process improvement
• Mentor staff to ensure continued professional growth within the firm
• Participate in decision making on growth plans and new markets
• Work with Charter Impact organizational leaders and supervisors to support seamless communication across departments
• Facilitate buy-in and bolster team morale in a remote work environment
• Personify Charter Impact core values at all times and motivate others to do the same
• Maintain up-to-date expertise on public school finance and disseminate such knowledge to the Charter Impact team
• Further Charter Impact’s reputation through participation in conferences and publications as a subject matter expert
• Maintain financial modeling tools to support their efficient use by the team
• In collaboration with other leadership team members, assist in reviewing software tools and platforms to continue to meet the needs of the Charter Impact team as a whole
• Support assigned team members and/or hands on support of client financial management
• Develop and maintain long-term relationships with client leadership and staff
• When necessary, participate in the business development process, showcasing the expertise Charter Impact, as a whole, can bring to client operations
• Assist team in client relations and client expectations conversations, as needed
• Evaluate client requests for changes in scope or new services to ensure client satisfaction and alignment with company mission.
• Participate in the business development/new client acquisition process
• Additional duties as assigned

Regional Director

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