Full-Time

Account Executive

Charter Impact

Charter Impact

51-200 employees

Back-office financial management for charter schools

Compensation Overview

$100k - $225k/yr

+ Referral bonus

Dallas, TX, USA

Hybrid

Remote role restricted to specified U.S. states; requires up to 25% travel.

Bachelor's

Category
Sales & Account Management (1)
Required Skills
Sales
Lead Generation
CRM
HubSpot
Canva

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Requirements
  • A bachelor's degree is required, or equivalent experience is preferred.
  • Two to five years of experience in business-to-business sales is required, preferably in a complex, multi-stakeholder environment such as software as a service, educational technology, finance, or consulting.
  • Exceptional past performance against sales quotas and targets is required.
  • Proven experience working with senior leaders and presenting to boards is required.
  • Knowledge of customer relationship management systems such as HubSpot, sales and lead generation platforms including ZoomInfo and LinkedIn Sales Navigator, and professional communication tools including RingCentral, Canva, Microsoft 365, and Adobe is required.
  • Strong verbal and written communication skills are required.
  • Consultative, mission-aligned sales practices are required.
  • The ability to operate independently and proactively in a remote environment is required.
  • The ability to act as a trusted advisor and guide prospects with confidence and empathy is required.
  • The ability to adapt quickly to shifting markets and client needs is required.
  • The ability to maintain, encourage, and participate in a close and highly collaborative team environment is required.
  • The ability to understand and carry out directions independently is required.
  • The ability to learn and apply rules, regulations, and technical procedures related to finance and operations management for nonprofit organizations and charter schools is required.
Responsibilities
  • Own a defined multi-state territory focused on charter schools and select nonprofit organizations 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 requests for proposals, design solutions and scopes of work, create proposals, lead demonstrations, and present to boards for final approval.
  • Drive strategic and insights-driven conversations with school leaders, boards, and decision-makers while acting as a trusted partner.
  • Navigate complex organizational and buying dynamics, including political and funding nuances, 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 HubSpot customer relationship management.
  • Use ZoomInfo, LinkedIn Sales Navigator, and Microsoft 365 Suite for prospecting and communications.
  • Travel up to 25% for in-person meetings, conferences, or board presentations.
Desired Qualifications
  • Experience or knowledge working in education, nonprofit organizations, or charter schools is a plus.
  • Experience selling services and solutions in finance, accounting, or operational services is a plus.

Charter Impact provides back-office services for charter schools and nonprofits. It handles financial management and operational support, including payroll processing, retirement reporting, student data support, and business management consulting. The services are personalized and delivered through tailored solutions with service fees, helping clients manage finances and operations efficiently. The company differentiates itself by specializing in charter schools and nonprofits, offering integrated, mission-aligned support and fostering collaborative relationships to maximize resources and advance community development. Its goal is to help clients achieve their mission-driven outcomes by prudent fiscal management and creative problem-solving.

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

Los Angeles, California

Founded

2010

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Simplify Jobs

Simplify's Take

What believers are saying

  • January 2026 EdFinMN deal expands Charter Impact into one of America's fastest-growing charter markets.
  • March 2025 Inova partnership serves 60 organizations and 3,500 employees, proving cross-sell traction.
  • Red Iron's 2024 capital supports more acquisitions and broader AI-enabled service offerings.

What critics are saying

  • Minnesota integration risk rises after the January 2026 EdFinMN acquisition.
  • Charter schools’ budget stress can compress fees and delay collections across 150 organizations.
  • A major client-control scandal, like Impact Charter School's 2025 fallout, can damage trust fast.

What makes Charter Impact unique

  • 2024 Red Iron investment funded technology-enabled charter-school back-office scale.
  • 2025 Inova partnership adds HRIS, outsourced HR, payroll, and compliance services.
  • 2026 EdFinMN acquisition deepens Minnesota charter expertise while preserving local client relationships.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Unlimited Paid Time Off

Hybrid Work Options

Remote Work Options

Wellness Program

Mental Health Support

Phone/Internet Stipend

Home Office Stipend

Employee Referral Bonus Program

Growth & Insights and Company News

Headcount

6 month growth

10%

1 year growth

10%

2 year growth

15%
PR Newswire
Jan 13th, 2026
Charter Impact Acquires EdFinMN, Expanding Support for Minnesota Charter Schools

/PRNewswire-PRWeb/ -- Charter Impact, a national provider of financial and operational middle and back-office services for charter schools and mission-driven organizations, has acquired EdFinMN, a Minnesota-based back-office firm serving charter schools, districts, and education support organizations across the state. LOS ANGELES and MINNEAPOLIS Jan. 13, 2026 The acquisition brings together two organizations with deeply aligned missions: helping schools build strong, sustainable operations so educators can focus on students and student outcomes. EdFinMN will maintain its local team and client relationships while gaining access to Charter Impact's broader infrastructure, go-to-market capabilities, technology platform, and national expertise. Founded in 2022 and headquartered in Minneapolis, EdFinMN supports more than 30 organizations with business management services including CFO support, accounting, accounts payable, and payroll. The firm has built a strong reputation for integrity, responsiveness, and deep knowledge of Minnesota's charter school landscape. "This partnership is about strengthening what already works," said Adam Kaeli, Co-CEO of Charter Impact. "EdFinMN has earned enormous trust in the Minnesota charter community. By bringing our teams together, we're expanding capacity, investing in people and systems, and positioning ourselves to serve more schools with greater depth, without disrupting day-to-day support." EdFinMN's leadership and staff will remain in place, continuing to serve clients with the same teams and approach to excellence in service delivery. Over time, schools will have access to additional services that Charter Impact has implemented in other states, including expanded data and compliance support. This acquisition represents an important step in Charter Impact's national expansion strategy and its initiatives to supplement organic growth with strategic acquisitions. In 2024, Charter Impact partnered with Red Iron Group, an investment firm focused on investing into growth-oriented mission-essential services businesses to drive such growth initiatives, as well as enhance its focus on service delivery excellence through technology and AI enablement. Minnesota is one of the fastest-growing charter school markets in the country, and the acquisition represents a strategic investment in long-term capacity for schools in the region. Charter Impact, founded in 2010, now supports nearly 150 organizations nationally, providing integrated finance, payroll, data, and operational support services. "This gives our clients the best of both worlds," said Scott Brown, President of EdFinMN. "They keep the people they trust, while we gain the resources and scale to invest more deeply in service quality and new capabilities." More information about Charter Impact is available at www.charterimpact.com More information about EdFinMN is available at www.edfinmn.org Media Contact Samantha Berman, Charter Impact, 1 3234845070, [email protected] http://www.charterimpact.com SOURCE Charter Impact

PR Newswire
Mar 5th, 2025
Powering Growth: Charter Impact And Inova Payroll Strengthen Partnership To Support Schools And Nonprofits

Inova Payroll, a leading provider of payroll, human resources, and benefits solutions serving thousands of clients nationwide, and Charter Impact, a financial management firm supporting charter schools and other nonprofits, are celebrating a successful two-year partnership that has expanded Charter Impact's service offerings to include HRIS and outsourced HR services. This collaboration enhances Charter Impact's ability to support its growing client base while leveraging Inova's deep payroll, HR, and technology expertise to deliver seamless, integrated solutions.NASHVILLE, Tenn. and LOS ANGELES, March 5, 2025 /PRNewswire-PRWeb/ -- Inova Payroll, a leading provider of payroll, human resources, and benefits solutions serving thousands of clients nationwide, and Charter Impact, a financial management firm supporting charter schools and other nonprofits, are celebrating a successful two-year partnership that has expanded Charter Impact's service offerings to include HRIS and outsourced HR services. This collaboration enhances Charter Impact's ability to support its growing client base while leveraging Inova's deep payroll, HR, and technology expertise to deliver seamless, integrated solutions.Through this partnership, Charter Impact and Inova collaboratively support more than 60 organizations and over 3,500 employees, integrating Inova's human capital management (HCM) suite with Charter Impact's financial management platform, Sage Intacct. This strategic alignment streamlines payroll and HR operations, reducing administrative burdens and ensuring compliance for mission-driven organizations.Charter Impact co-CEO Adam Kaeli explains, "At Charter Impact, we are dedicated to providing schools and nonprofits with the financial and operational support they need to thrive. Our expanded partnership with Inova strengthens that commitment, equipping our clients with best-in-class payroll and HR solutions

PR Newswire
Nov 4th, 2024
Red Iron Group Announces Strategic Investment in Charter Impact to Drive Accelerated Growth and Enhancements to Service Offerings

Red Iron Group announces strategic investment in Charter Impact to drive accelerated growth and enhancements to service offerings.

LinkedIn
Jul 6th, 2022
Partner Ventures Invests in Charter Impact

Partner Ventures is pleased to announce that it has made a significant equity investment in Charter Impact. About Charter Impact Charter Impact services equip school administrators, board members and site-level staff with the tools necessary to make the best business decisions possible for their org