Onboarding Specialist

October 30

🤠 Texas – Remote

Although this job is listed in Texas, this company may be open to hiring remote in other states.

💵 $26 - $31 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

🚀 Onboarding Specialist

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Charter Impact

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Education • Non-profit • Finance

Charter Impact is a dedicated service provider that specializes in empowering schools and nonprofits with comprehensive financial management and operational support. With a focus on clarity in complex financial information, the company provides back office services, payroll and retirement solutions, as well as IT support for educational institutions and non-profit organizations. Charter Impact is committed to personalized, tech-enabled expertise that allows its clients to maximize their resources while ensuring seamless transitions and consistent ongoing support.

51 - 200 employees

Founded 2010

📚 Education

🤝 Non-profit

💸 Finance

📋 Description

• 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.