Customer Success Representative

Bosun•Beaufort, SC

2d•$25 - $27•Onsite

About The Position

The Beaufort County Treasurer’s Office is hiring a Customer Success Representative to serve as a key point of contact for taxpayers. This role requires someone who can balance high-volume customer interactions with precision and professionalism , while handling financial transactions with a high level of accuracy. This is best suited for candidates with strong office-based customer service experience and comfort working with numbers, payments, and detailed processes .

Requirements

Minimum 5 years of customer service experience in a professional office setting (not retail-only)
At least 2 years handling payments, billing, cash balancing, or financial transactions
Strong proficiency in Microsoft Excel and Outlook (intermediate level or higher)
Demonstrated ability to work accurately with numbers and reconcile transactions
Proven track record of handling high-volume customer interactions professionally
High School Diploma or GED
Valid driver’s license

Nice To Haves

Associate’s degree or higher in Business, Finance, or related field
Experience in government, banking, tax, or accounts receivable environments
Experience resolving complex customer issues involving payments or accounts
Strong attention to detail with minimal error rates in transactional work
Ability to remain composed and professional in fast-paced or high-pressure environments
Clear ownership mindset—follows through on issues to full resolution
Alignment with a service-first, team-oriented culture

Responsibilities

Serve as the primary point of contact for taxpayers (in-person, phone, email)
Accurately process and balance tax payments and daily transactions
Investigate and resolve payment discrepancies and exceptions
Communicate clearly and professionally to resolve customer inquiries
Maintain strict adherence to policies, procedures, and compliance standards
Support team operations, including cross-branch coverage and additional administrative tasks