The Senior Benefits & Retirement Specialist manages public pension program administration, including CalSTRS and CalPERS reporting, reconciliation, and compliance for charter school clients. The role also oversees employee benefits administration, open enrollment processes, and provides support to clients and internal teams regarding payroll and benefits deductions.
The Director of Client Finance oversees financial service delivery and acts as an outsourced CFO for mission-driven clients. They are responsible for ensuring accurate financial reporting, compliance, and effective communication with client leadership.
The Account Executive is responsible for prospecting, qualifying, and closing new business opportunities with charter schools and nonprofits. This includes managing a 60-90 day sales cycle, designing solution scopes, and presenting proposals to boards and senior leaders.
