Customer Success Representative

BosunBeaufort, SC
7d$25 - $27

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. The Beaufort County Treasurer’s Office is redefining what government service looks like. With over 400 daily customer interactions, a 99% collection rate, and a 97.6% customer satisfaction rating, the team is committed to delivering efficient, empathetic, and accountable service.

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

Benefits

  • Healthcare coverage
  • 401(k) plan
  • PTO Package:
  • 12 personal leave days (Year 1)
  • 15+ days after Year 2 (increasing over time)
  • 12 sick days annually
  • Ongoing professional development opportunities
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