Onboarding Specialist

Job Description

Job Description

About the Company :

Charter Impact empowers mission-driven organizations to achieve their goals through personalized support in finance, operations, and business management. We accomplish this through enthusiastic collaboration within our team and with our clients to support their communities. We are a remote first company growing on a national scale and are continuously seeking qualified candidates to join us. Ideal candidates will be highly motivated professionals who are committed to supporting the team in an environment of growth and change.

Role Summary :

The Onboarding Specialist is the first point of contact for new charter school clients in our expansion markets after they sign with our firm. This role ensures a smooth and professional transition by guiding school leadership and business managers through the implementation of accounting, payroll, and accounts payable systems, as well as compliance and reporting processes. The Onboarding Specialist acts as a project manager, trainer, and trusted advisor - building strong client relationships from day one and setting the stage for long-term success.

This position is remote to candidates based in AZ, CA, CO, CT, FL, ID, NV, OR, SD, TX, UT and / or WA.

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

What's in it for You?

This position has a base salary of $26.00 - $31.00 per hour, with the opportunity to earn an annual discretionary bonus. The amount a particular employee will earn within the salary range will be based on factors such as relevant education, qualifications, performance, business needs and business results.

Charter Impact strives to be an employer of choice for highly motivated and mission-driven professionals. We are committed to fostering a team environment where all members work together to achieve common goals, and where staff are supported, challenged and inspired in their work.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.