Charted, Inc. Company Culture & Values 2025

Cultural Alignment

The Charted vision is to elevate the role of finance, empowering teams to drive business innovation and growth.

The Charted pillars are:

1. High-quality work

2. Culture of collaboration

3. Customer centricity

4. Business, finance, and NetSuite expertise

In order to ensure we can provide the best in service to our customers, at Charted we understand that our employees are the backbone of our organization. We embody our culture as a collaborative, dynamic, and innovative organization by offering employees the following:

Unlimited PTO
A day off for every employee on their birthday
Scheduled time for giving back to our communities
Two offsites every year, for all Charted employees to get together and spend time face to face, both working and providing bonding activities
Internal promotions
Regular meetings and face time with executive leadership

Team Dynamics & Collaboration

As a remote-first organization, the company is committed to a strong online work culture, utilizing Microsoft Teams, Viva Engage, regular check-ins, and maintaining two company off-sites every year to ensure facetime for employees across the United States.

Collaboration is part of daily life, and Teams, Asana, Jira, and other platforms are all in use to keep departments in sync across the organization. As an organization who provides both consulting and software, we operate in a cross-functional and cross-collaborative environment, regularly using both sides of the business to stay on the pulse of customer needs.

Charted operates as a customer-centric organization, which aligns all pieces of the business. Charted employees are also regularly promoted internally.

Recognition Practices

Employees are regularly highlighted and featured through Teams, and kudos are regularly encouraged by all employees. Similarly, employee awards are formally announced at the annual fall offsite meeting where all employees fly in to attend and interact as an organization. Charted also celebrates all employees with birthday reminders (and every employee receives a day off for their birthday) as well as work anniversary reminders.

Charted, Inc. Employee Reviews

Working at Charted is amazing! The culture is supportive, welcoming, and fun. The team is full of incredible people eager to collaborate and share ideas. I love how much SquareWorks values growth and innovation, encouraging us to learn and take on challenges. It’s inspiring to work somewhere that invests in its people and celebrates success!

Julia, Senior Sales and Delivery Operations Analyst

At Charted, I’ve had the chance to grow both personally and professionally in a supportive, collaborative environment. The company values my contributions, offers clear direction without micromanaging, and fosters strong relationships across teams. I also appreciate the work-life balance and the opportunity to prioritize my family.

Mike, Product Manager

Working at Charted is very rewarding. Being part of a small company means you get the opportunity to wear multiple hats, take ownership, & build out processes. The company culture is great, with two annual offsites that allow us to connect with all teammates. Plus, leadership creates a supportive environment where ideas are encouraged.

Anna, Demand Generation Manager