Charter Impact

• Own a defined multi-state territory, focused on charter schools and select nonprofits in expansion markets • Achieve monthly, quarterly, and annual sales quotas • Prospect, qualify, and close new business across a 60–90 day sales cycle • Respond to RFPs, design solutions/scopes of work, create proposals, lead demos, and present to boards for final approval • Drive strategic and insights-driven conversations with school leaders, boards, and decision-makers. Act as a trusted partner • Navigate complex organizational and buying dynamics (e.g., political and funding nuances etc.) across a multi-stakeholder sales process • Collaborate with internal subject matter experts throughout the deal process • Maintain accurate records of all outreach and opportunities in CRM (HubSpot) • Leverage tools including ZoomInfo, LinkedIn Sales Navigator, and Microsoft 365 Suite for prospecting and communications • Travel up to 40% for in-person meetings, conferences, or board presentations

• Provide student information and attendance related technical support to clients • Train clients’ staff member on effectively leveraging their SIS in support of state reporting requirements • Troubleshot problems related to new and/or existing systems • Assist in codifying procedures and system configuration settings • Streamline current processes and systems and evaluate more efficient solutions • Expand automation of systems to improve overall system stability, improve data collection/linkages across multiple data systems • Submission and validation of attendance and state reporting information • Support with gathering data and submitting attendance and state reporting records • Other duties as assigned

• Manage the full-cycle recruiting process from requisition to offer acceptance • Serve as a trusted advisor and partner with hiring managers to co-create hiring strategies, define role requirements and develop job descriptions • Source and attract candidates through Lever ATS, job boards, social media, referrals, networking, and other channels • Screen, interview, and assess candidates for alignment with skills, culture, and organizational needs • Ensure a positive candidate experience throughout the hiring process • Operate independently, prioritize multiple requisitions, and manage time effectively in a fast-paced environment • Track recruiting metrics such as time-to-fill, source effectiveness, and pipeline health • Coordinate interview schedules, feedback, and offer processes with hiring teams • Partner with approved third-party recruiting firms when needed, managing communication, candidate flow, and ensuring alignment with internal hiring standards • Proactively drive the recruitment process by keeping hiring managers accountable to timelines, ensuring timely resume reviews, interview feedback, and decision-making to maintain momentum • Maintain compliance with employment laws across multiple states • Support employer branding initiatives and participate in recruiting events or outreach activities • Partner with HR team members to ensure smooth onboarding for new hires • Continuously identify process improvements and efficiencies in recruiting workflows • Perform other duties as assigned

• Lead the monthly, quarterly, and annual financial close processes and ensure timely, accurate financial reporting; including management of junior resources • Oversee preparation of financial statements, including P&L, balance sheet, and cash flow statements • Ensure compliance with GAAP and applicable regulatory requirements • Manage all accounting operations including general ledger, accounts payable, accounts receivable, payroll, and billing • Establish and maintain internal controls to safeguard company assets and ensure audit readiness • Lead annual budgeting, rolling forecasts, and long-range financial planning processes • Develop and maintain financial models to support strategic decision-making and growth initiatives • Analyze financial performance, including revenue, margins, and cost drivers, and provide actionable insights • Build and maintain KPI dashboards and reporting tools for executive leadership • Partner with department leaders to drive financial accountability and performance improvements, including performance of individual states/regions and client-level variation • Monitor and manage cash flow, working capital, and treasury functions • Support strategic initiatives including pricing, service line profitability, and market expansion • Assist with M&A activities including financial analysis, due diligence, and integration planning • Oversee financial systems, reporting infrastructure, and process improvements to support scalability • Lead, develop, and manage finance and accounting team members, including outsourced vendors/partners

• Act as the primary liaison for clients with County Offices of Education, CalSTRS (California State Teachers' Retirement System) and CalPERS (California Public Employees' Retirement System). • Respond to escalated STRS and PERS issues, interpreting and applying relevant laws, rules, and policies to resolve reporting discrepancies. • Maintain accurate and complete documentation for all retirement plans and ensure compliance with STRS and PERS regulations. • Audit, process, reconcile, and correct STRS, PERS, and benefit contributions, collaborating with the Payroll and Accounting teams to ensure accuracy. • Enter and update CalPERS contributions in the CalPERS system as applicable. • Monitor and manage CalSTRS and CROWE audits, ensuring timely and accurate responses. • Upload F496 files to SEW, correct errors in Macro text files, and submit required reports to CalSTRS and County Offices of Education. • Stay updated on compensation limit changes and notify clients accordingly. • Research STRS membership type for all new hires and ensure accurate enrollment. • Manage open enrollment processes for clients, including rate updates, employee enrollments, terminations, and plan changes. • Enter and update new benefit rates and plan information in the system, ensuring accuracy before open enrollment. • Assist clients and employees with benefits-related inquiries, including eligibility, enrollments, and coverage options. • Coordinate with insurance carriers to resolve enrollment and billing issues. • Work closely with Payroll and HR teams to ensure seamless benefits deductions and compliance with benefits regulations. • Generate reports and maintain records related to benefits and retirement enrollments. • Provide guidance to Payroll Specialists on benefits deductions and retirement reporting. • Assist with new hire processing, employee changes, and payroll-related benefits deductions as needed. • Communicate with clients regarding missing documents, benefit elections, and compliance updates. • Support the Payroll Team by running reports and assisting with benefits-related payroll entries. • Conduct training sessions for internal staff on retirement and benefits best practices.

• Serve as the trusted point of contact across the end-to-end customer journey: Onboarding through Renewal • Become an expert in all Charter Impact services to support the overall success of the portfolio of clients • Own the post-sale onboarding experience, ensuring a smooth transition from sales to service delivery • Partner with internal teams and leverage project management technologies to align client goals, scope, timelines, and success metrics • Ensure clients understand and adopt Charter Impact’s services, tools, and ongoing engagement model • Identify cross-sell and up-sell opportunities to expand client relationships across Charter Impact's service offerings • Secure client renewals and manage them through contract execution. Demonstrate value through areas such as ROI and strong executive alignment • Maintain accurate account notes, renewal forecasts, and opportunity tracking in CRM (e.g., HubSpot)

• Oversee financial and accounting services and provide direction to Charter Impact Teams in the following areas: financial statement preparation, accounts payable, accounts receivable, expense tracking by grant, grant reporting – for both governmental and private grants, and ad hoc reporting as requested • Review all financial statements as prepared by Accounting Teams to ensure compliance with GAAP • Prepare annual budgets and monthly forecasts for clients while providing valuable insight as to their financial condition • Oversee the annual financial and governmental A-133 audits including: work paper preparation, liaison with auditors and understanding of the governmental programs • Oversee and ensure the accuracy and timeliness of all compliance reporting • Serve as a fiscal liaison to Authorizers, Counties, State and Federal Agencies • Provide training to client staff to ensure internal controls are properly implemented and followed • Work with organizational leaders and other executives to ensure financial information is properly communicated • Exceed clients’ expectations both in terms of quality and accuracy of information at all times • Develop and maintain long-term relationships with client leadership and staff • Maintain up to date knowledge of the charter school industry and related funding through regular professional development in areas of responsibility • Mentor staff to ensure continued professional growth within Charter Impact Teams

• Oversee financial and accounting services and provide direction to Charter Impact Teams in the following areas: financial statement preparation, accounts payable, accounts receivable, expense tracking by grant, grant reporting – for both governmental and private grants, and ad hoc reporting as requested • Review all financial statements as prepared by Accounting Teams to ensure compliance with GAAP • Prepare annual budgets and monthly forecasts for clients while providing valuable insight as to their financial condition • Oversee the annual financial and governmental audits, including work paper preparation, liaison with auditors and understanding of the governmental programs • Oversee and ensure the accuracy and timeliness of all compliance reporting • Serve as a fiscal liaison to applicable Agencies • Provide training to client staff to ensure internal controls are properly implemented and followed • Work with organizational leaders and other executives to ensure financial information is properly communicated • Develop and maintain long-term relationships with client leadership and staff • Maintain up to date knowledge of the industry and related funding through regular professional development in areas of responsibility • Mentor staff to ensure continued professional growth within Charter Impact Teams • Work collaboratively with Business Development Team to develop and implement effective sales strategies to achieve sales targets and expand our non-profit customer base • Support the Business Development Team with subject matter expertise to find and win prospects • Analyze non-profit market trends and discover new opportunities for growth • Liaise with other departments to ensure brand consistency and increase sales through cross-functional efforts.

• Charter Impact empowers mission-driven organizations to achieve their goals through personalized support in finance, operations, and business management. • The Payroll Implementation Specialist will serve as the primary point of contact for onboarding new payroll clients, leading them through a smooth and successful implementation from kickoff to go-live. • This role focuses on managing implementation timelines, configuring and validating payroll data, documenting client-specific payroll practices, and ensuring seamless handoffs to internal payroll teams. • The position requires strong payroll systems expertise, a consultative client-facing approach, and the ability to deliver virtual and onsite client training. • This position requires up to 25% travel to client sites to deliver training and support implementations.