Client Success Navigator | Notary & Docs Lead

Capstone Accounting; Bend, Northern (OR, KY); Hybrid; USD 42,000 - 56,000; Full time

Benefits offered by this job

401(k) match

Company-paid health/dental/vision

Flexible schedule

Life Insurance

FSA

HSA

Paid Time Off

Job summary

Capstone Accounting seeks a Client Success Representative in Bend, OR to manage client relationships, collect documents, and deliver results. You will serve as the main contact for document requests, organize client materials, and support the Intake Team with a complete, ready engagement.

The role requires 2+ years of administrative work, initiative, and the ability to support multiple offices. Notary certification is preferred or attainable within 90 days, with a friendly, customer-focused

Qualifications

• 2+ years administrative or office coordination experience.
• Notary certification preferred, or willing to obtain within 90 days.
• Able to support more than one office location where coverage areas are shared.

Responsibilities

• Serve as the primary point of contact for client communication: requesting documents, answering questions, and following up on missing items across all channels.
• Retrieve and organize all client documents for an engagement.
• Receive, open, and prepare physical mail and dropped-off client documents for scanning.
• Greet walk-in clients and manage in-person document drop-off and pickup.
• Provide notary services and collect wet signatures where required.
• Mark the engagement ready and hand it off to the Intake Team once the full document set is received.
• Assist the partner in charge with client communication and delivering completed results—coordinating scheduling, messaging, and delivery logistics once work is finished.
• Maintain physical filing systems and office records retention.
• Coordinate office supplies, equipment, and vendor needs.
• Flag new client onboarding and new engagements to the Client Logistics Team.
• Serve as the local point of contact for staff and clients on administrative matters, across the full assigned coverage area.

Skills

Notary certification

Administrative experience

Office coordination

Customer service

Multi-office support

Microsoft Office

CRM software

Tools

Microsoft Office

CRM software

Job description

Capstone Accounting seeks a Client Success Representative in Bend, OR to manage client relationships, collect documents, and deliver results. You will serve as the main contact for document requests, organize client materials, and support the Intake Team with a complete, ready engagement.

The role requires 2+ years of administrative work, initiative, and the ability to support multiple offices. Notary certification is preferred or attainable within 90 days, with a friendly, customer-focused