• 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.