ClassWallet growth playbook

Pick one dated set of figures, put them in a single place in WordPress, render the counters server-side so they show without JavaScript, and update the job description template and press boilerplate to match.

In public procurement, scale and consistency are part of the evaluation; mismatched numbers raise doubts that a competitor can use.

• Numbers change often

  Date them ("as of September 2026") and refresh quarterly.

• Your websiteHomepage: "Realize The Full Potential Of Public Funds With Digital Wallet Technology"; banner for the Federal Scholarship Tax Credit "launches in January 2027"; products DirectPay, Marketplace and Reimbursement; built for government agencies, school districts and scholarship granting organizations; testimonials from the New Hampshire Children's Scholarship Fund and the Alabama Department of Revenue; the impact counters (public funds, users, vendors, satisfaction) show labels with no numbers in the page HTML.Source
• Your websiteFSTC page: a federal credit of up to $1,700 per individual ($3,400 for married couples) for donations to scholarship granting organizations from January 1, 2027; governors opt in each year, 31 states had opted in as of March 2026 per Ballotpedia; ClassWallet offers SGOs fundraising, compliance and distribution and a multi-program wallet (FSTC and state ESA funds in one login); claims $7.5B+ distributed, 16M transactions, 38 states, 99.95% uptime; the only call to action is "Talk to our team", and the state check links out to Ballotpedia.Source
• HiringCompany description in every job post: over $6.7 billion processed, public agencies in 39 states, 12M+ transactions, 1.1M recipients funded, 5M+ applications processed, 300+ state and local agency clients, 280+ full-time staff; Inc. 5000 and Deloitte Fast 500 rankings in 2023. Other open roles: DevOps Engineer and a Payroll & HR Operations Specialist (planning a PEO exit on January 1, 2028); five roles in all.Source
• programmable.infoSite scan: WordPress with jQuery, Bootstrap and HubSpot; Mozilla Observatory grade F; LCP p75 2.4 seconds; DMARC policy "reject"; active SAM.gov registration; CEO Stephen Lindeman; 8 news mentions in 30 days.Source

Build a state-by-state FSTC page: opt-in status, the state's existing ESA or scholarship programs, whether ClassWallet already runs a program there, and a checklist for SGOs; each state page has a form for an SGO readiness call.

People searching for the FSTC in their state are exactly the SGOs and agencies that will need administration in 2027.

• Reads as tax advice

  Keep the existing "not an SGO, no tax advice" wording on every page.

• Your websiteFSTC page: a federal credit of up to $1,700 per individual ($3,400 for married couples) for donations to scholarship granting organizations from January 1, 2027; governors opt in each year, 31 states had opted in as of March 2026 per Ballotpedia; ClassWallet offers SGOs fundraising, compliance and distribution and a multi-program wallet (FSTC and state ESA funds in one login); claims $7.5B+ distributed, 16M transactions, 38 states, 99.95% uptime; the only call to action is "Talk to our team", and the state check links out to Ballotpedia.Source
• Your websitePress releases: state ESA and scholarship wins in North Carolina, Alabama (CHOOSE Act), Ohio, Indiana (expanded), Arkansas (LEARNS Act), Idaho and New Hampshire; Missouri, New Mexico, Utah, Texas and Georgia program awards; a $95 million growth round led by Guidepost Growth Equity; Inc. 5000 ranking (88th fastest growing software company).Source
• Your websiteHomepage: "Realize The Full Potential Of Public Funds With Digital Wallet Technology"; banner for the Federal Scholarship Tax Credit "launches in January 2027"; products DirectPay, Marketplace and Reimbursement; built for government agencies, school districts and scholarship granting organizations; testimonials from the New Hampshire Children's Scholarship Fund and the Alabama Department of Revenue; the impact counters (public funds, users, vendors, satisfaction) show labels with no numbers in the page HTML.Source

Build a list of existing SGOs (state tax credit scholarship organizations, education foundations) in opted-in states, and run a call campaign offering the readiness checklist and a 20-minute call; prioritize states where ClassWallet already runs an ESA.

A hard start date creates urgency, and ClassWallet's multi-program wallet is a concrete answer for SGOs in ESA states.

• SGOs wait for final guidance

  Offer readiness, not a contract, in the first call.

• HiringSales Development Representative (remote, posted September 2026): "the tip of the spear for our revenue growth"; high-volume outbound calling "to research, engage, and qualify prospective education sector clients", mapping decision-makers and handing qualified leads to Account Executives; HubSpot.Source
• Your websiteFSTC page: a federal credit of up to $1,700 per individual ($3,400 for married couples) for donations to scholarship granting organizations from January 1, 2027; governors opt in each year, 31 states had opted in as of March 2026 per Ballotpedia; ClassWallet offers SGOs fundraising, compliance and distribution and a multi-program wallet (FSTC and state ESA funds in one login); claims $7.5B+ distributed, 16M transactions, 38 states, 99.95% uptime; the only call to action is "Talk to our team", and the state check links out to Ballotpedia.Source
• Your websitePress releases: state ESA and scholarship wins in North Carolina, Alabama (CHOOSE Act), Ohio, Indiana (expanded), Arkansas (LEARNS Act), Idaho and New Hampshire; Missouri, New Mexico, Utah, Texas and Georgia program awards; a $95 million growth round led by Guidepost Growth Equity; Inc. 5000 ranking (88th fastest growing software company).Source

A public status page per program showing median days to approve purchases and reimbursements, backlog size and vendor payment time, updated weekly, with Arkansas first and a short written account of what changed.

Being open about recovery turns the worst news into evidence of accountability, and the Enterprise CSM is measured on renewals that depend on it.

• Bad weeks are public

  Show the trend and the plan, agreed with the state.

• The state prefers privacy

  Publish only with the agency's agreement.

• NewsKATV, July 1, 2026: Arkansas' Education Freedom Account program had a backlog of 41,000 requests, families waiting up to 45 days against a 25-day goal, some vendors paid late or refusing to participate; a department memo said promised AI review tools and reporting dashboards were not delivered; ClassWallet was put on a performance improvement plan; the contract is worth $12 million through 2028; a legislator noted few companies offer these services.Source
• HiringEnterprise Client Success Manager (remote, posted August 2026): single point of contact for large state and local government clients; drive adoption and "contract renewal", find expansion and new business, use success metrics; "ability to build relationships with industry associations"; PMP preferred; 10-20% travel.Source
• NewsArizona Capitol Times: June 5, 2026, "State treasurer seeks ESA vendor to track misspending, fraud"; June 26, 2026, candidates dispute credit for AI improvements to the ESA program; ClassWallet remains Arizona's ESA financial vendor.Source

Redirect the copies to the live pages, merge the EANS pages into one "EANS results" page with the numbers ClassWallet delivered, and remove or update the stale archives.

Duplicates split search signals, and old program pages make the site look unmaintained to agencies doing diligence.

• EANS pages still get vendor traffic

  Keep vendor instructions on the merged page.

• Your websitePage sitemap: 67 pages, including ten state EANS pages from the pandemic-era non-public school program, one ESA page (Arizona), program pages for vocational rehabilitation, early care, scholarships and student activity funds, P-card and purchase order replacement pages, and duplicates such as /home-copy/, /home-copy-copy/, /digital-wallet-2/ and /fstc-2/; no comparison pages; the newsletter archive stops in 2021 and the events sitemap in 2023.Source
• programmable.infoSite scan: WordPress with jQuery, Bootstrap and HubSpot; Mozilla Observatory grade F; LCP p75 2.4 seconds; DMARC policy "reject"; active SAM.gov registration; CEO Stephen Lindeman; 8 news mentions in 30 days.Source

A vendor hub: one page per program with eligibility, how to apply, payment timing and fees, plus a single vendor profile that can apply to several ClassWallet programs at once; promote it to tutoring, therapy and curriculum providers.

More and happier vendors make the family experience better, which is what state agencies judge at renewal.

• Program rules differ

  Keep each program's rules on its own page.

• Competitor researchA 2026 vendor guide lists Odyssey as administrator in Texas, Utah, Iowa, Louisiana, Wyoming, Georgia and Missouri, ClassWallet in Arizona, Alabama, Arkansas, North Carolina, New Hampshire, South Carolina and Indiana, and Student First Technologies in West Virginia and Tennessee; Florida runs its own marketplace. Vendors apply to each program separately. Odyssey says it expects to support 175,000+ students and $1.6B across six ESA programs.See the research Source
• HiringSenior Full Stack Engineer, Ecommerce (posted September 2026): multi-vendor marketplace, shopping carts, payment gateways and vendor payouts; "integrating PunchOut catalogs with third-party procurement and ERP systems (e.g., SAP Ariba, Coupa, Jaggaer, Oracle Procurement)", cXML purchase orders and invoices.Source
• NewsKATV, July 1, 2026: Arkansas' Education Freedom Account program had a backlog of 41,000 requests, families waiting up to 45 days against a 25-day goal, some vendors paid late or refusing to participate; a department memo said promised AI review tools and reporting dashboards were not delivered; ClassWallet was put on a performance improvement plan; the contract is worth $12 million through 2028; a legislator noted few companies offer these services.Source
• Your websitePage sitemap: 67 pages, including ten state EANS pages from the pandemic-era non-public school program, one ESA page (Arizona), program pages for vocational rehabilitation, early care, scholarships and student activity funds, P-card and purchase order replacement pages, and duplicates such as /home-copy/, /home-copy-copy/, /digital-wallet-2/ and /fstc-2/; no comparison pages; the newsletter archive stops in 2021 and the events sitemap in 2023.Source

Launch "ClassWallet Marketplace inside your procurement system": a page per procurement platform, a pilot with one large district, and an SDR list of districts on each platform.

Meeting districts inside the system they already use removes the biggest objection to a new purchasing tool.

• Long district procurement

  Start with districts that already use ClassWallet for another program.

• HiringSenior Full Stack Engineer, Ecommerce (posted September 2026): multi-vendor marketplace, shopping carts, payment gateways and vendor payouts; "integrating PunchOut catalogs with third-party procurement and ERP systems (e.g., SAP Ariba, Coupa, Jaggaer, Oracle Procurement)", cXML purchase orders and invoices.Source
• Your websitePage sitemap: 67 pages, including ten state EANS pages from the pandemic-era non-public school program, one ESA page (Arizona), program pages for vocational rehabilitation, early care, scholarships and student activity funds, P-card and purchase order replacement pages, and duplicates such as /home-copy/, /home-copy-copy/, /digital-wallet-2/ and /fstc-2/; no comparison pages; the newsletter archive stops in 2021 and the events sitemap in 2023.Source
• HiringSales Development Representative (remote, posted September 2026): "the tip of the spear for our revenue growth"; high-volume outbound calling "to research, engage, and qualify prospective education sector clients", mapping decision-makers and handing qualified leads to Account Executives; HubSpot.Source

Target district business officers with a sequence on activity fund audit findings and P-card risk, offering a short spend review; time it to the audit season after fiscal year end.

Audit findings make these problems urgent, and they create district customers who are not tied to one state program.

• Small deal sizes

  Prioritize districts with several programs.

• Your websitePage sitemap: 67 pages, including ten state EANS pages from the pandemic-era non-public school program, one ESA page (Arizona), program pages for vocational rehabilitation, early care, scholarships and student activity funds, P-card and purchase order replacement pages, and duplicates such as /home-copy/, /home-copy-copy/, /digital-wallet-2/ and /fstc-2/; no comparison pages; the newsletter archive stops in 2021 and the events sitemap in 2023.Source
• HiringSales Development Representative (remote, posted September 2026): "the tip of the spear for our revenue growth"; high-volume outbound calling "to research, engage, and qualify prospective education sector clients", mapping decision-makers and handing qualified leads to Account Executives; HubSpot.Source
• Your websiteHomepage: "Realize The Full Potential Of Public Funds With Digital Wallet Technology"; banner for the Federal Scholarship Tax Credit "launches in January 2027"; products DirectPay, Marketplace and Reimbursement; built for government agencies, school districts and scholarship granting organizations; testimonials from the New Hampshire Children's Scholarship Fund and the Alabama Department of Revenue; the impact counters (public funds, users, vendors, satisfaction) show labels with no numbers in the page HTML.Source

For each program: families served, funds distributed, processing times, vendor count, satisfaction and audit results, delivered to the agency for its legislature and published as a results page when the agency agrees.

Agencies need numbers for their own reporting, and published results are the evidence the next state's RFP asks for.

• Agencies decline to publish

  Use aggregated results across programs.

• HiringEnterprise Client Success Manager (remote, posted August 2026): single point of contact for large state and local government clients; drive adoption and "contract renewal", find expansion and new business, use success metrics; "ability to build relationships with industry associations"; PMP preferred; 10-20% travel.Source
• Your websitePress releases: state ESA and scholarship wins in North Carolina, Alabama (CHOOSE Act), Ohio, Indiana (expanded), Arkansas (LEARNS Act), Idaho and New Hampshire; Missouri, New Mexico, Utah, Texas and Georgia program awards; a $95 million growth round led by Guidepost Growth Equity; Inc. 5000 ranking (88th fastest growing software company).Source
• HiringCompany description in every job post: over $6.7 billion processed, public agencies in 39 states, 12M+ transactions, 1.1M recipients funded, 5M+ applications processed, 300+ state and local agency clients, 280+ full-time staff; Inc. 5000 and Deloitte Fast 500 rankings in 2023. Other open roles: DevOps Engineer and a Payroll & HR Operations Specialist (planning a PEO exit on January 1, 2028); five roles in all.Source

A maintained kit (SOC 1 and SOC 2 reports, uptime, references by program type, implementation plans, staffing, recovery plans) plus a watch list of bills and programs by state so the team prepares before the RFP is released.

Preparing before release raises win rates, and few vendors compete in this market.

• Arkansas raised as a risk

  Answer it directly with the status data from idea 4.

• Your websiteFSTC page: a federal credit of up to $1,700 per individual ($3,400 for married couples) for donations to scholarship granting organizations from January 1, 2027; governors opt in each year, 31 states had opted in as of March 2026 per Ballotpedia; ClassWallet offers SGOs fundraising, compliance and distribution and a multi-program wallet (FSTC and state ESA funds in one login); claims $7.5B+ distributed, 16M transactions, 38 states, 99.95% uptime; the only call to action is "Talk to our team", and the state check links out to Ballotpedia.Source
• Competitor researchA 2026 vendor guide lists Odyssey as administrator in Texas, Utah, Iowa, Louisiana, Wyoming, Georgia and Missouri, ClassWallet in Arizona, Alabama, Arkansas, North Carolina, New Hampshire, South Carolina and Indiana, and Student First Technologies in West Virginia and Tennessee; Florida runs its own marketplace. Vendors apply to each program separately. Odyssey says it expects to support 175,000+ students and $1.6B across six ESA programs.See the research Source
• Your websitePress releases: state ESA and scholarship wins in North Carolina, Alabama (CHOOSE Act), Ohio, Indiana (expanded), Arkansas (LEARNS Act), Idaho and New Hampshire; Missouri, New Mexico, Utah, Texas and Georgia program awards; a $95 million growth round led by Guidepost Growth Equity; Inc. 5000 ranking (88th fastest growing software company).Source
• NewsKATV, July 1, 2026: Arkansas' Education Freedom Account program had a backlog of 41,000 requests, families waiting up to 45 days against a 25-day goal, some vendors paid late or refusing to participate; a department memo said promised AI review tools and reporting dashboards were not delivered; ClassWallet was put on a performance improvement plan; the contract is worth $12 million through 2028; a legislator noted few companies offer these services.Source

A one-question survey after each approved purchase or reimbursement, results by program in the CSM's monthly report, and a request for a short testimonial from families who score it highly.

Satisfaction data defends renewals and gives the CSM early warning of problems like the Arkansas backlog.

• Low scores during backlogs

  Share them with the recovery plan.

• HiringEnterprise Client Success Manager (remote, posted August 2026): single point of contact for large state and local government clients; drive adoption and "contract renewal", find expansion and new business, use success metrics; "ability to build relationships with industry associations"; PMP preferred; 10-20% travel.Source
• NewsKATV, July 1, 2026: Arkansas' Education Freedom Account program had a backlog of 41,000 requests, families waiting up to 45 days against a 25-day goal, some vendors paid late or refusing to participate; a department memo said promised AI review tools and reporting dashboards were not delivered; ClassWallet was put on a performance improvement plan; the contract is worth $12 million through 2028; a legislator noted few companies offer these services.Source
• Your websitePage sitemap: 67 pages, including ten state EANS pages from the pandemic-era non-public school program, one ESA page (Arizona), program pages for vocational rehabilitation, early care, scholarships and student activity funds, P-card and purchase order replacement pages, and duplicates such as /home-copy/, /home-copy-copy/, /digital-wallet-2/ and /fstc-2/; no comparison pages; the newsletter archive stops in 2021 and the events sitemap in 2023.Source

Pick five associations (state treasurers, state education chiefs, budget officers, school choice policy groups and SGO networks), present results from idea 9 at their meetings, and offer program design briefings.

Being known to the people who design programs puts ClassWallet into the RFP before it is written.

• Policy controversy

  Stay on program administration, not policy positions.

• HiringEnterprise Client Success Manager (remote, posted August 2026): single point of contact for large state and local government clients; drive adoption and "contract renewal", find expansion and new business, use success metrics; "ability to build relationships with industry associations"; PMP preferred; 10-20% travel.Source
• Your websitePress releases: state ESA and scholarship wins in North Carolina, Alabama (CHOOSE Act), Ohio, Indiana (expanded), Arkansas (LEARNS Act), Idaho and New Hampshire; Missouri, New Mexico, Utah, Texas and Georgia program awards; a $95 million growth round led by Guidepost Growth Equity; Inc. 5000 ranking (88th fastest growing software company).Source
• Your websiteFSTC page: a federal credit of up to $1,700 per individual ($3,400 for married couples) for donations to scholarship granting organizations from January 1, 2027; governors opt in each year, 31 states had opted in as of March 2026 per Ballotpedia; ClassWallet offers SGOs fundraising, compliance and distribution and a multi-program wallet (FSTC and state ESA funds in one login); claims $7.5B+ distributed, 16M transactions, 38 states, 99.95% uptime; the only call to action is "Talk to our team", and the state check links out to Ballotpedia.Source

For each ESA client in an opted-in state, propose that the agency or its SGOs run FSTC scholarships on the same platform, with one family login and shared vendor lists.

The second program costs far less to win and deliver than a new state, and families get one wallet.

• Agencies are not SGOs

  Work with in-state SGOs directly where the agency has no role.

• Your websiteFSTC page: a federal credit of up to $1,700 per individual ($3,400 for married couples) for donations to scholarship granting organizations from January 1, 2027; governors opt in each year, 31 states had opted in as of March 2026 per Ballotpedia; ClassWallet offers SGOs fundraising, compliance and distribution and a multi-program wallet (FSTC and state ESA funds in one login); claims $7.5B+ distributed, 16M transactions, 38 states, 99.95% uptime; the only call to action is "Talk to our team", and the state check links out to Ballotpedia.Source
• Your websitePress releases: state ESA and scholarship wins in North Carolina, Alabama (CHOOSE Act), Ohio, Indiana (expanded), Arkansas (LEARNS Act), Idaho and New Hampshire; Missouri, New Mexico, Utah, Texas and Georgia program awards; a $95 million growth round led by Guidepost Growth Equity; Inc. 5000 ranking (88th fastest growing software company).Source
• HiringEnterprise Client Success Manager (remote, posted August 2026): single point of contact for large state and local government clients; drive adoption and "contract renewal", find expansion and new business, use success metrics; "ability to build relationships with industry associations"; PMP preferred; 10-20% travel.Source

Deliver the review tools and dashboards promised in Arkansas, then publish a page on spending guardrails, audit trails and AI-assisted review with real program metrics (flagged purchases, review time).

Program integrity decides renewals and new awards; shipping and showing it answers both critics and competitors.

• Overpromising again

  Publish only shipped features.

• NewsArizona Capitol Times: June 5, 2026, "State treasurer seeks ESA vendor to track misspending, fraud"; June 26, 2026, candidates dispute credit for AI improvements to the ESA program; ClassWallet remains Arizona's ESA financial vendor.Source
• NewsKATV, July 1, 2026: Arkansas' Education Freedom Account program had a backlog of 41,000 requests, families waiting up to 45 days against a 25-day goal, some vendors paid late or refusing to participate; a department memo said promised AI review tools and reporting dashboards were not delivered; ClassWallet was put on a performance improvement plan; the contract is worth $12 million through 2028; a legislator noted few companies offer these services.Source
• Your websiteHomepage: "Realize The Full Potential Of Public Funds With Digital Wallet Technology"; banner for the Federal Scholarship Tax Credit "launches in January 2027"; products DirectPay, Marketplace and Reimbursement; built for government agencies, school districts and scholarship granting organizations; testimonials from the New Hampshire Children's Scholarship Fund and the Alabama Department of Revenue; the impact counters (public funds, users, vendors, satisfaction) show labels with no numbers in the page HTML.Source

An SGO edition with standard pricing and onboarding: donation intake and receipts, scholarship applications, award rules, family wallets and reporting, launched in Q1 2027.

A self-serve edition lets ClassWallet serve hundreds of SGOs without adding sales staff, and every SGO brings families and vendors onto the platform.

• Federal guidance changes

  Keep program rules configurable.

• Your websiteFSTC page: a federal credit of up to $1,700 per individual ($3,400 for married couples) for donations to scholarship granting organizations from January 1, 2027; governors opt in each year, 31 states had opted in as of March 2026 per Ballotpedia; ClassWallet offers SGOs fundraising, compliance and distribution and a multi-program wallet (FSTC and state ESA funds in one login); claims $7.5B+ distributed, 16M transactions, 38 states, 99.95% uptime; the only call to action is "Talk to our team", and the state check links out to Ballotpedia.Source
• HiringSales Development Representative (remote, posted September 2026): "the tip of the spear for our revenue growth"; high-volume outbound calling "to research, engage, and qualify prospective education sector clients", mapping decision-makers and handing qualified leads to Account Executives; HubSpot.Source
• HiringSenior Full Stack Engineer, Ecommerce (posted September 2026): multi-vendor marketplace, shopping carts, payment gateways and vendor payouts; "integrating PunchOut catalogs with third-party procurement and ERP systems (e.g., SAP Ariba, Coupa, Jaggaer, Oracle Procurement)", cXML purchase orders and invoices.Source

A service level in every new and renewing contract (for example, purchases approved in 5 business days and reimbursements in 10), with credits when missed and a public monthly report.

A guarantee converts operational investment into a sales advantage that competitors must match.

• Peaks at the end of a school year

  Set seasonal targets.

• NewsKATV, July 1, 2026: Arkansas' Education Freedom Account program had a backlog of 41,000 requests, families waiting up to 45 days against a 25-day goal, some vendors paid late or refusing to participate; a department memo said promised AI review tools and reporting dashboards were not delivered; ClassWallet was put on a performance improvement plan; the contract is worth $12 million through 2028; a legislator noted few companies offer these services.Source
• Competitor researchA 2026 vendor guide lists Odyssey as administrator in Texas, Utah, Iowa, Louisiana, Wyoming, Georgia and Missouri, ClassWallet in Arizona, Alabama, Arkansas, North Carolina, New Hampshire, South Carolina and Indiana, and Student First Technologies in West Virginia and Tennessee; Florida runs its own marketplace. Vendors apply to each program separately. Odyssey says it expects to support 175,000+ students and $1.6B across six ESA programs.See the research Source
• HiringEnterprise Client Success Manager (remote, posted August 2026): single point of contact for large state and local government clients; drive adoption and "contract renewal", find expansion and new business, use success metrics; "ability to build relationships with industry associations"; PMP preferred; 10-20% travel.Source

Pick two non-education program types, build case studies from existing clients, list agencies by state, and run an outbound campaign with program-specific pages.

Diversifying beyond school choice reduces political risk and uses the same platform.

• Different procurement rules

  Start with agencies in states with existing contracts.

• Your websitePage sitemap: 67 pages, including ten state EANS pages from the pandemic-era non-public school program, one ESA page (Arizona), program pages for vocational rehabilitation, early care, scholarships and student activity funds, P-card and purchase order replacement pages, and duplicates such as /home-copy/, /home-copy-copy/, /digital-wallet-2/ and /fstc-2/; no comparison pages; the newsletter archive stops in 2021 and the events sitemap in 2023.Source
• Your websitePress releases: state ESA and scholarship wins in North Carolina, Alabama (CHOOSE Act), Ohio, Indiana (expanded), Arkansas (LEARNS Act), Idaho and New Hampshire; Missouri, New Mexico, Utah, Texas and Georgia program awards; a $95 million growth round led by Guidepost Growth Equity; Inc. 5000 ranking (88th fastest growing software company).Source
• HiringCompany description in every job post: over $6.7 billion processed, public agencies in 39 states, 12M+ transactions, 1.1M recipients funded, 5M+ applications processed, 300+ state and local agency clients, 280+ full-time staff; Inc. 5000 and Deloitte Fast 500 rankings in 2023. Other open roles: DevOps Engineer and a Payroll & HR Operations Specialist (planning a PEO exit on January 1, 2028); five roles in all.Source

A free classroom wallet for teachers to receive donor and PTA funds and buy from the Marketplace, with a prompt for the district business office to see the spending and talk to sales.

Bottom-up use inside a district gives the SDR warm introductions to business officers.

• Support load from free users

  Self-serve help only for the free tier.

• Your websitePress releases: state ESA and scholarship wins in North Carolina, Alabama (CHOOSE Act), Ohio, Indiana (expanded), Arkansas (LEARNS Act), Idaho and New Hampshire; Missouri, New Mexico, Utah, Texas and Georgia program awards; a $95 million growth round led by Guidepost Growth Equity; Inc. 5000 ranking (88th fastest growing software company).Source
• Your websitePage sitemap: 67 pages, including ten state EANS pages from the pandemic-era non-public school program, one ESA page (Arizona), program pages for vocational rehabilitation, early care, scholarships and student activity funds, P-card and purchase order replacement pages, and duplicates such as /home-copy/, /home-copy-copy/, /digital-wallet-2/ and /fstc-2/; no comparison pages; the newsletter archive stops in 2021 and the events sitemap in 2023.Source
• HiringSales Development Representative (remote, posted September 2026): "the tip of the spear for our revenue growth"; high-volume outbound calling "to research, engage, and qualify prospective education sector clients", mapping decision-makers and handing qualified leads to Account Executives; HubSpot.Source

An anonymized annual report on spending by category (tuition, tutoring, therapy, curriculum, technology) and state, released before legislative sessions.

It makes ClassWallet the source for the data every debate needs, and earns coverage and links.

• Data becomes political

  Report facts only, with agency agreement.

• HiringCompany description in every job post: over $6.7 billion processed, public agencies in 39 states, 12M+ transactions, 1.1M recipients funded, 5M+ applications processed, 300+ state and local agency clients, 280+ full-time staff; Inc. 5000 and Deloitte Fast 500 rankings in 2023. Other open roles: DevOps Engineer and a Payroll & HR Operations Specialist (planning a PEO exit on January 1, 2028); five roles in all.Source
• Your websitePage sitemap: 67 pages, including ten state EANS pages from the pandemic-era non-public school program, one ESA page (Arizona), program pages for vocational rehabilitation, early care, scholarships and student activity funds, P-card and purchase order replacement pages, and duplicates such as /home-copy/, /home-copy-copy/, /digital-wallet-2/ and /fstc-2/; no comparison pages; the newsletter archive stops in 2021 and the events sitemap in 2023.Source
• NewsArizona Capitol Times: June 5, 2026, "State treasurer seeks ESA vendor to track misspending, fraud"; June 26, 2026, candidates dispute credit for AI improvements to the ESA program; ClassWallet remains Arizona's ESA financial vendor.Source

Publish payment timing for vendors per program, show each vendor its payment status in the portal, and send automatic notices when payments are delayed.

Reliable payments keep vendors in the program, which keeps families satisfied and states renewing.

• State approvals cause delays

  Show which step a payment is waiting on.

• NewsKATV, July 1, 2026: Arkansas' Education Freedom Account program had a backlog of 41,000 requests, families waiting up to 45 days against a 25-day goal, some vendors paid late or refusing to participate; a department memo said promised AI review tools and reporting dashboards were not delivered; ClassWallet was put on a performance improvement plan; the contract is worth $12 million through 2028; a legislator noted few companies offer these services.Source
• HiringSenior Full Stack Engineer, Ecommerce (posted September 2026): multi-vendor marketplace, shopping carts, payment gateways and vendor payouts; "integrating PunchOut catalogs with third-party procurement and ERP systems (e.g., SAP Ariba, Coupa, Jaggaer, Oracle Procurement)", cXML purchase orders and invoices.Source
• Competitor researchA 2026 vendor guide lists Odyssey as administrator in Texas, Utah, Iowa, Louisiana, Wyoming, Georgia and Missouri, ClassWallet in Arizona, Alabama, Arkansas, North Carolina, New Hampshire, South Carolina and Indiana, and Student First Technologies in West Virginia and Tennessee; Florida runs its own marketplace. Vendors apply to each program separately. Odyssey says it expects to support 175,000+ students and $1.6B across six ESA programs.See the research Source

A neutral kit for legislative and agency staff: administration models, eligible expense categories, fraud controls, vendor rules and processing standards, drawn from programs ClassWallet runs.

Helping design the program puts ClassWallet's standards into the requirements, without taking a policy position.

• Seen as lobbying

  Keep it administrative and offer it to every party.

• Your websiteFSTC page: a federal credit of up to $1,700 per individual ($3,400 for married couples) for donations to scholarship granting organizations from January 1, 2027; governors opt in each year, 31 states had opted in as of March 2026 per Ballotpedia; ClassWallet offers SGOs fundraising, compliance and distribution and a multi-program wallet (FSTC and state ESA funds in one login); claims $7.5B+ distributed, 16M transactions, 38 states, 99.95% uptime; the only call to action is "Talk to our team", and the state check links out to Ballotpedia.Source
• Your websitePress releases: state ESA and scholarship wins in North Carolina, Alabama (CHOOSE Act), Ohio, Indiana (expanded), Arkansas (LEARNS Act), Idaho and New Hampshire; Missouri, New Mexico, Utah, Texas and Georgia program awards; a $95 million growth round led by Guidepost Growth Equity; Inc. 5000 ranking (88th fastest growing software company).Source
• NewsArizona Capitol Times: June 5, 2026, "State treasurer seeks ESA vendor to track misspending, fraud"; June 26, 2026, candidates dispute credit for AI improvements to the ESA program; ClassWallet remains Arizona's ESA financial vendor.Source