Client Success Representative

| Pennsylvania, USA
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Are you passionate about ensuring client satisfaction and building strong relationships?

Do you thrive in a fast-paced, client-focused environment where clear and warm communication is paramount?

If you resonate with the values of communication, accountability, pride in your work, support, and trustworthiness, then we are looking for you to join our team as a Client Success Representative at CAPSTAN.


At CAPSTAN, we are dedicated to delivering expert tax consulting services with a personalized touch. We foster a company culture characterized by clear, purposeful, and warm communication. Accountability, pride in our work, support, and trustworthiness are the values we uphold both with our clients and internally within our team.

We aim to be the go-to consultants for our clients, ensuring their satisfaction and financial success.

We define the Character of Capstan as:

  • COMMUNICATION: Striving to communicate - internally and externally - in a manner that is clear, purposeful, and warm.
  • ACCOUNTABILITY: Striving to be a person on whom others can rely, fulfilling all commitments to clients and colleagues.
  • PRIDE: Striving to do all things with meticulous accuracy, taking pride in my work as it is a reflection of myself.
  • SUPPORT: Striving to encourage my teammates in all their endeavors, and to contribute to an atmosphere of mutual respect.
  • TRUSTWORTHINESS: Striving to act with integrity and to be worthy of trust.



  • Support sales team with proposal preparation, comprehensive Salesforce interaction, report generation and task management, client follow ups on missing data.
  • Schedule appointments and make travel arrangements for partners on an as-needed basis.
  • Provide administrative support for partners and staff.
  • Set up new projects once awarded and transition to engineering team.
  • Support digital marketing efforts.
  • Projects as assigned.


  • Client-Focused Professional - You are deeply committed to ensuring client satisfaction and building strong relationships based on trust and clear communication.
  • Exceptional Communicator - You have excellent interpersonal skills and can effectively communicate with clients from various backgrounds and levels of expertise.
  • Problem-Solver - You are adept at identifying and addressing client needs and issues, providing timely and effective solutions.
  • Results-Oriented - You are driven to achieve targets and exceed client expectations.
  • Team Player - You thrive in a collaborative team environment and like working on a cross-functional energetic team.
  • Continuous Learner - You have strong computer skills and are eager to expand your knowledge in platforms like Salesforce.


  • Bachelor's degree in business, communication, or a related field.
  • Proven experience in client success, customer service, or account management roles.
  • Excellent communication and interpersonal skills.
  • Strong problem-solving and conflict resolution abilities.
  • Proficiency in using CRM software and other relevant tools.



  • Competitive compensation package that rewards your contributions and success.
  • Comprehensive benefits package: Medical, Vision, Dental, HRA, and retirement plan.
  • A supportive and collaborative work environment that values your ideas and growth.
  • Ongoing professional development opportunities and the chance to advance your career within the organization.
  • The satisfaction of being part of a team dedicated to our mission of providing a personalized approach to tax consulting.

If you're ready to bring your exceptional client relations skills to a team that values your expertise and shares your commitment to trust, communication, and personalized service, we encourage you to take the next step. Join us at CAPSTAN and help us continue our mission of providing a "Personalized Approach to Tax Consulting." Your unique skills and dedication are what we need to make a real impact.

Apply today and become an integral part of our success story!

More Information on Capstan Tax Strategies
Capstan Tax Strategies operates in the Financial Services industry. The company is located in Dresher, PA. Capstan Tax Strategies was founded in 2015. It has 26 total employees. To see all 2 open jobs at Capstan Tax Strategies, click here.
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