Customer Success Representative

Bosun; Beaufort (SC); On-site; USD 34,440 - 37,195; Full time

Benefits offered by this job

Healthcare coverage

401(k) plan

Paid Time Off Package

Job summary

Bosun in Beaufort is seeking a Customer Success Representative to manage customer interactions and financial transactions. Ideal candidates have at least five years of customer service experience in a professional setting and the ability to handle payments accurately.

The role involves processing tax payments, resolving discrepancies, and maintaining adherence to compliance standards. The selected candidate will benefit from competitive compensation and a supportive work environment.

Qualifications

• Minimum 5 years of customer service experience in a professional office setting.
• Experience handling payments, billing, cash balancing, or financial transactions.
• Proficiency in Microsoft Excel and Outlook at an intermediate level or higher.

Responsibilities

• Serve as the primary point of contact for taxpayers in-person, phone, and email.
• Accurately process and balance tax payments and daily transactions.
• Investigate and resolve payment discrepancies and exceptions.

Skills

Customer service experience

Payment handling

Microsoft Excel

Attention to detail

Professional communication

Education

High School Diploma or GED

Tools

Microsoft Outlook

Job description

About the Role

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.

About the Organization

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.

Learn more about the team and their mission here: About Us

What You'll Do

• 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

Required Qualifications (Applicants Must Meet ALL)

• 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

Preferred Qualifications

• Associate's degree or higher in Business, Finance, or related field

• Experience in government, banking, tax, or accounts receivable environments

What Will Set You Apart

• 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

Compensation & Benefits

• $25–$27 per hour

• 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

Important Note for Applicants

This role involves daily financial transactions, accuracy requirements, and high public interaction volume. Applicants without direct experience in office-based customer service and payment processing are unlikely to be considered.

Posting Statement:

All qualified applicants will receive consideration for employment without regard to race, color, religion, religious creed, sex, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, military and veteran status, marital status, pregnancy, gender, gender expression, gender identity, sexual orientation, or any other characteristic protected by local law, regulation, or ordinance.