Job Description

Job Details
Acumen San Diego, CA - San Diego, CA
Full Time
Bachelors Degree in Related Field
$22.17 Hourly
Up to 25%
Admin - Clerical

Acumen, Inc. is one of the nation's leading fiscal agents offering a portfolio of innovative financial management services backed by superior customer service. Our passion is to help people lead independent lives through exceptional participant-directed programs.

Acumen is a great place to work. Our employees make a positive difference in our client’s lives by what they do. Among many benefits to working here, we offer medical, dental and vision coverage, and generous paid time off to those who qualify.

Agents at Acumen embody the organization’s mission of facilitating freedom, choice and opportunity for individuals with disabilities and their families. The Agent serving California clients is responsible for growing Acumen’s presence within the self-directed community, supporting clients through their life-cycle with the organization, and ensuring contract compliance.


  • Establish, foster and grow relationships with key stakeholders including state/program representatives and third party case worker organizations.
  • Develop strategies to support the growth of existing programs through marketing, education and community outreach to potential recipients and social services organizations.
  • Act as liaison between the funding entity and Acumen, which includes communicating any opportunities and/or issues that may directly impact the client or Acumen (across all its departments).
  • Understand and stay up to date on the program rules, regulations and implementation needs while being able to effectively communicate and explain said rules to external and internal stakeholders.
  • Support clients (employers and employees) during their enrollment process; process related paperwork and manage electronic communication, which requires accurate data entry into several databases and meeting deadlines.
  • Provide timely and accurate day-to-day support to clients; receive, research and resolve all client inquiries
  • Ensure compliance with all state and federal guidelines including the management of all escalated issues with client families and states.
  • Work well independently with limited supervision.    
  • Work a flexible work schedule, including but not limited to weekends, week nights and holidays.
  • Perform other work related activities as assigned.


  • Excellent communication and relationship skills with all stakeholders, including clients, state entities, and colleagues.
  • Ability to effectively and respectfully interact with client base that has varying levels of ability, educational backgrounds, authority, and ethnicities.
  • Ability to maintain confidentiality.
  • Ability to speak in public, including providing nontechnical and technical trainings.
  • Ability to communicate effectively with diverse internal and external stakeholders to accomplish a task or reach an understanding diplomatically and respectfully.
  • Read and interpret written information and procedural documentation.
  • Ability to communicate effectively in writing using accurate grammatical form.
  • Prior experience in customer service and/or client relations.
  • Must be able to work a flexible schedule, including but not limited to weekends, week nights and holidays.
  • Must be able to travel, including overnight(s), via ground transportation and/or via flight.
  • Maintain a valid driver’s license within the state of residence and valid automobile insurance.
  • Advanced computer knowledge using Microsoft Word, Excel, PowerPoint, Internet, Email and use of PDFs. 
  • Ability to handle fluctuating inbound and outbound call volume that can be heavy at times.
  • Ability to communicate both orally and in writing in a professional manner.
  • Accuracy and the ability to handle responsibility with limited supervision.
  • High standard of integrity.
  • Ability to work well with numbers.
  • Ability to read and work accurately with formulas.
  • Demonstrates excellent organizational skills, attention to detail, time management, task oriented.
  • Good interpersonal communication skills.
  • Patience, perseverance, and follow through skills.
  • Ability to handle conflict and difficult clients and/or state stakeholders and/or case managers.
  • Ability to prioritize and handle multiple demands successfully.
  • Must be able to plan for and meet multiple deadlines.
  • Ability to use all office equipment. 
  • Experience working with multiple applications.


  • Some College or College Degree preferred in related field.

Acumen is an Equal Employment Opportunity (EEO) employer. We embrace diversity in all its form. We provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

Application Instructions

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