Onboarding Specialist

Bachelor’s degree in Accounting, Finance, Business Administration, Education, or related field (or equivalent 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 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 Ability to manage multiple projects, clients, and timelines effectively Ability to clearly explain financial and technical information to diverse audiences Effectively use financial/accounting software and Microsoft/Google productivity tools Ability to align with Charter Impact's core beliefs Ability to maintain, encourage, and participate in a collaborative team environment Ability to adapt quickly to change Ability to understand and carry out directions independently Experience with Sage Intacct Accounting (plus) Third-party payroll database experience, such as ADP, Paychex, Intuit (plus)

Serve as the primary contact for new school clients during onboarding Lead kickoff meetings to establish timelines and expectations Gather, review, and validate client data Coordinate setup and configuration of financial and payroll systems Train school leaders and staff on new systems and processes Develop written guides and resource materials Track onboarding milestones and escalate risks Collaborate with internal teams for seamless handoffs Conduct tailored demonstrations of platforms for prospective clients Build and maintain trusted relationships with clients