India Sims
Client Success Coordinator at Capstone Accounting And Tax
Based in Bend, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Bend
Industry
Accounting
Company size
95
Contact information
Reveal India's email and phone
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i•••••••@capstoneaccounting.com
Phone
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Background
About India Sims
As the Client Success Coordinator at Capstone Accounting and Tax I focus on strengthening client relationships, improving onboarding processes, and supporting firm growth initiatives. Leading implementation of lead tracking and conversion, CRM development, and collaboration across teams to ensure client needs are met efficiently. I also contribute to business development efforts by assisting with campaigns, analyzing performance metrics, and supporting events that expand our reach. I am motivated by opportunities to enhance the client experience and support business growth. As Capstone expands its virtual services nationwide, I look forward to growing my expertise in client success, business development strategy, and marketing execution.
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