Acumen Subject Matter Expert – Client Support & Training

Are you an experienced Acumen user who has spent years working hands-on within a Trust & Corporate Services or Family Office environment and really understands how the system is used day-to-day?

We’re looking for someone who knows Acumen from the inside and enjoys helping others get the best out of it.

This role is ideal for a former administrator, manager, or systems champion who has been the “go-to” person for Acumen internally and now wants to use that expertise more broadly.

What you’ll be doing

You’ll act as a trusted Acumen expert, supporting firms across the TCSP sector by:

• Helping clients resolve real-world Acumen queries and operational challenges

• Delivering user training, onboarding, and best-practice guidance

• Translating complex workflows into clear, practical explanations

• Creating and maintaining high-quality user documentation and guides

• Sharing insight into how Acumen supports compliance, workflows, reporting, billing, and client administration

This is not a development or coding role. Instead, it’s about practical knowledge, communication, and understanding how TCSP businesses actually operate.

Why this role is different

• You’ll work with people who already use Acumen and value your experience

• Your TCSP background and operational insight really matter here

• You’ll influence how clients adopt, configure, and succeed with Acumen

• You’ll be part of shaping best practice across the Acumen user community

You’ll be a great fit if you:

• Have strong hands-on experience using Acumen in a TCSP or Family Office

• Understand trust and corporate workflows, compliance, billing, and reporting

• Are confident explaining systems to both administrators and senior users

• Enjoy being people-facing and helping others work more efficiently

• Are organised, proactive, and comfortable owning client interactions

If you’ve spent years using Acumen and want a role where your experience is genuinely valued — rather than starting again in a junior or technical position — we’d love to hear from you.