Strategic Account Manager

About the Company:

Charter Impact empowers mission-driven organizations to achieve their goals through personalized support in finance, operations, and business management. We accomplish this through enthusiastic collaboration within our team and with our clients to support their communities. We are a remote first company growing on a national scale and are continuously seeking qualified candidates to join us. Ideal candidates will be highly motivated professionals who are committed to supporting the team in an environment of growth and change.

Role

Summary:

Charter Impact is seeking a Strategic Account Manager to own and grow long-term relationships with our charter school and select nonprofit organization clients. This individual will be accountable for successful client onboarding, client adoption, expansion opportunities (i.e., cross-sell/up-sell), contract renewals, and most importantly, overall client satisfaction across a portfolio of clients.

The Strategic Account Manager serves as the primary relationship owner post-sale, acting as a trusted advisor to school leadership while coordinating internally across service delivery departments to ensure clients realize full value from Charter Impact’s solutions.

This is a strategic, revenue-influencing role focused on retention, expansion, and client outcomes. It will serve as a rewarding career step grounded in collaboration, a consultative approach, and client facing engagement.

This position is remote to candidates based in AZ, CA, CO, CT, FL, , IL, LA, MA, NC, NV, OR, SD, TX, UT and/or WA.

• Serve as the trusted point of contract across the end-to-end customer journey:

• Onboarding through Renewal
• Become an expert in all Charter Impact services to support the overall success of their portfolio of clients
• Onboarding:
• 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
• Revenue Expansion and Adoption:
• Identify cross-sell and up-sell opportunities to expand client relationships across Charter Impact’s service offerings
• Support business development teams, as needed, with cross-sell and up-sell opportunities during the opportunity lifecycle.
• Position value and gain client adoption of additional partner-based offerings (e.g., expense cost savings via Group Purchasing Organization partner)
• Engagement and Renewals:
• Facilitate and lead ongoing client interaction through a programmatic engagement model including regular check-ins, quarterly business reviews, and strategic planning conversations
• Prioritize accounts according to risk and growth opportunity to minimize churn and maximize revenue expansion. Leverage data signals across key technology platforms (e.g., Hubspot, Knownwell)
• Secure client renewals and manage them through contract execution. Demonstrate value through areas such as ROI and strong executive alignment
• Client Satisfaction:
• Orchestrate and facilitate the coordination across different functions of services delivery (e.g., Client Finance, Accounting, Accounts Payable, Student Data)
• Field, manage, and solve client issues and escalations
• Review and manage to CSAT survey data to optimize client relationships
• Overall Business Success:
• Maintain accurate account notes, renewal forecasts, and opportunity tracking in CRM (e.g., Hubspot)
• Participate in the ongoing improvement and development of both internal and customer-facing processes and materials (critical client feedback loop)
• Partner with marketing to develop customers for case studies and media opportunities
• SUCCESS METRICS (variable compensation goals):
• Client Retention/Renewal Rate
• CSAT Scores

• Bachelor's degree or equivalent experience required
• 5+ years of experience in account management, client success, or consulting within B2B professional services, financial services, or education-adjacent environments
• Bonus:
  Experience working with charter schools, K-12 education, or public-sector–adjacent organizations
• Proven…