Onboarding Specialist

Responsibilities

• Client Onboarding & Implementation
• 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
 
• Training & Knowledge Transfer
• 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
 
• Project Management & Communication
• 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
 
• Demos & Pre-Sales Support
• 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
 
• Relationship Building
• 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

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.