Client Success Representative

Capstan is a specialty tax solutions firm that is currently looking for a full time Client Success Representative to join our team. Our firm helps organizations maximize the valuable tax benefits of real estate holdings. By complementing and collaborating with accounting firms, we arm commercial real estate owners, executives, and tenants with the data and analysis required to accelerate depreciation, maximize deductions, and capture tax credits. Through engineering-driven specialty tax solutions we provide an experienced team, exceptional quality, and an efficient back-office.

The ideal candidate will:

• Like working on a cross-functional energetic team. Be organized and enjoy making things run smoothly in the back office.
• Be flexible to go from working quietly on projects to calling a client to get more information, helping a team member with an issue, pitching in to answer phones, do what it takes to get the job done.
• Want to work in a fast-paced atmosphere where they are recognized for their contribution to the team.

Responsibilities:

• 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.

Skills needed for this position:

• Strong computer skills – We rely heavily on the Microsoft Office Suite and Salesforce
• Impeccable communications skills
• Must be organized and focused

More details about Client Success Representative position:

• Full-time in office opportunity in Dresher, PA
• Core hours are 9AM – 5PM EST, Monday-Friday with some flexibility needed to work a later shift to support our west coast sales team
• We offer a competitive benefits package
• No travel