Acumen Fiscal Agent

Administrative Assistant

• Provide exceptional support to clients via phone, email, and chat
• Assist clients in understanding and navigating our financial products and services
• Resolve client issues and concerns efficiently, ensuring their satisfaction
• Document client interactions accurately in our system
• Collaborate with internal teams to ensure comprehensive client support
• Offer feedback on service trends to further enhance the client experience
• Conduct follow-ups with clients to ensure complete satisfaction and resolve any lingering issues

Client Services Representative

• - Respond promptly and professionally to client inquiries via phone, email, and chat
• - Assist clients in navigating our financial products and services
• - Resolve client issues and concerns efficiently and effectively
• - Document client interactions and maintain accurate records in our system
• - Collaborate with internal teams to ensure client needs are met
• - Provide feedback on service trends to improve client experience
• - Conduct follow-ups with clients to ensure satisfaction with solutions provided

Client Services Agent

Solutions Engineer

• Lead the implementation and integration of payroll systems and processes with internal and external stakeholders
• Manage relationships with vendors to ensure high-quality service delivery and compliance
• Develop and maintain project plans, timelines, and budgets related to payroll implementation and vendor solutions
• Analyze current payroll practices and recommend improvements to enhance efficiency and accuracy
• Provide training and support to staff on new payroll systems and procedures
• Collaborate with cross-functional teams to identify and resolve issues impacting payroll operations
• Monitor vendor performance and provide feedback to enhance service quality and operational effectiveness

Payroll Implementation and Vendor Solutions Manager

Operations

• Oversee and lead operational activities across designated regions to enhance service delivery and optimize performance.
• Develop and implement operational strategies to achieve company objectives.
• Lead and manage regional operations teams to ensure efficient and effective service execution.
• Monitor and analyze performance metrics; identify areas for improvement and implement action plans.
• Collaborate with senior leadership and department heads to align regional operations with organizational strategy.
• Ensure compliance with regulatory requirements and industry standards across all operations.
• Drive a culture of continuous improvement, operational excellence, and employee engagement.
• Develop budgets and resource allocation plans for regional operations.
• Build and maintain strong relationships with stakeholders, partners, and clients.

Vice President, Regional Operations

Bookkeeper

• Handle timely collection of funds owed to the company and support other accounting functions as needed.
• Manage the processing of accounts receivable transactions.
• Prepare and send invoices to clients in a timely manner.
• Record and reconcile payments received.
• Communicate with clients regarding outstanding invoices and resolve discrepancies.
• Maintain accurate records of all accounts receivable activities.
• Generate reports and provide updates on the status of receivable accounts.
• Assist in month-end closing processes related to accounts receivable.

Payroll Manager

Director

• Provide overall leadership and vision for the organization, advancing its strategic goals and objectives.
• Engage with the Board of Directors in policy development, organizational governance, and strategic planning.
• Ensure operational effectiveness and the delivery of high-quality services.
• Develop and manage budgets, overseeing financial performance and sustainability.
• Build and maintain relationships with key stakeholders, partners, and community organizations.
• Advocate for the organization and its mission in the community and among various stakeholders.
• Foster a culture of transparency, accountability, and continuous improvement throughout the organization.
• Lead and mentor the senior management team and support staff development initiatives.

Executive Director

Database Administrator

• Lead database design, structure, and integration efforts to ensure high availability and performance for applications.
• Design, implement, and maintain database systems and structures.
• Oversee database performance tuning, security, and troubleshooting.
• Monitor database health and implement strategies for data backup and recovery.
• Collaborate with developers to optimize queries and enhance application performance.
• Develop and enforce database standards and best practices.
• Assist in the migration of legacy database systems to newer technologies.
• Provide mentorship and support to junior database administrators.
• Stay updated with emerging technologies and industry trends related to database management.

Senior Database Administrator

Compliance

• Develop and implement quality assurance policies and procedures.
• Conduct regular audits and assessments to ensure compliance with regulatory standards.
• Monitor and analyze quality performance metrics and provide recommendations for improvement.
• Provide training and support to staff on compliance requirements and quality assurance practices.
• Prepare reports for management detailing compliance status and improvement initiatives.
• Collaborate with other departments to address compliance issues and enhance service delivery.
• Stay current with industry regulations and best practices related to quality compliance.

Quality Compliance Manager

• 🌎 Change the world. Get paid for it.
• Acumen Fiscal Agent helps disabled, military veterans, and the elderly live more independent, empowered lives.
• Acumen is one of the nation’s largest and most trusted providers of fiscal agent services.
• Process Improvement Analyst responsible for analyzing processes, identifying improvements, and developing strategies to enhance operational efficiency.
• Conduct thorough analyses of existing processes and workflows to identify inefficiencies.
• Gather data and generate insights to support process improvement initiatives.
• Develop and implement action plans to streamline processes and enhance service delivery.
• Collaborate with cross-functional teams to design, test, and execute process improvements.
• Monitor the effectiveness of changes and adjust strategies as needed.
• Provide training and support for employees to adopt new processes and tools.
• Report on progress and outcomes of improvement initiatives to management.

Process Improvement Analyst

• Change the world; get paid for it — Acumen helps disabled, military veterans, and the elderly live independently.
• Acumen Fiscal Agent: 30-year provider of self-directed home-care fiscal agent services.
• Remote Client Services Agent role focused on assisting Spanish-speaking clients with financial services.
• Respond to client inquiries via phone, email, and chat; resolve issues and ensure satisfaction.
• Guide clients through financial products and services and document interactions accurately.
• Collaborate with internal teams, provide service trend feedback, and conduct follow-ups to ensure resolution.
• Use CRM tools and manage multiple tasks with strong problem-solving and organizational skills.

• Change the world. Get paid for it.
• At Acumen, we're on a mission to help the disabled, military veterans, and the elderly live more independent, empowered lives.
• Acumen Fiscal Agent began 30 years ago with a bold idea to simplify self-directed home care services.
• One of the nation’s largest and most trusted providers of fiscal agent services.
• Provide exceptional support to clients via phone, email, and chat
• Assist clients in understanding and navigating our financial products and services
• Resolve client issues and concerns efficiently, ensuring their satisfaction
• Document client interactions accurately in our system
• Collaborate with internal teams to ensure comprehensive client support
• Offer feedback on service trends to further enhance the client experience
• Conduct follow-ups with clients to ensure complete satisfaction and resolve any lingering issues

• 🌎 Change the world. Get paid for it.
• At Acumen, we're on a mission to help the disabled, military veterans, and the elderly live more independent, empowered lives. If you want your work to matter, this is your sign.
• About US: Acumen Fiscal Agent began 30 years ago with a bold idea: There had to be a better, simpler, and more personal way to deliver self-directed services to individuals needing home care and their families.
• Today, Acumen is proud to be one of the nation’s largest and most trusted providers of fiscal agent services.
• We’re not just processing payroll or paperwork, we’re helping people live fuller, more independent lives. Come be part of something meaningful!
• What is the job? Acumen Fiscal Agent is seeking a Bilingual Client Services Agent to join our remote team. This role is specifically aimed at providing exceptional support to our diverse clientele, with a focus on assisting Spanish-speaking clients. As a Bilingual Client Services Agent, you will serve as a vital link between our clients and our services, ensuring clear communication and a high standard of customer care. You will respond to inquiries, resolve issues, and guide clients through our financial products and services. The ideal candidate will have strong bilingual communication skills, a passion for helping others, and a deep understanding of customer service principles. Join our dynamic team, where you can leverage your bilingual abilities to make a significant difference in the lives of our clients while growing your career in a supportive environment.
• Responsibilities: Provide exceptional support to Spanish-speaking clients via phone, email, and chat; Assist clients in understanding and navigating our financial products and services; Resolve client issues and concerns efficiently, ensuring their satisfaction; Document client interactions accurately in our system; Collaborate with internal teams to ensure comprehensive client support; Offer feedback on service trends to further enhance the client experience; Conduct follow-ups with clients to ensure complete satisfaction and resolve any lingering issues

Acumen Fiscal Agent

Administrative Assistant

Client Services Agent

Client Services Agent

Payroll Implementation and Vendor Solutions Manager

Vice President, Regional Operations

Payroll Manager

Executive Director

Senior Database Administrator

Quality Compliance Manager

Process Improvement Analyst

Client Services Agent

Client Services Agent

Client Services Agent, Bilingual

Client Services Agent - Remote