Customer Success RepresentativeBosun Solutions • Beaufort, SC, US

Customer Success Representative

Bosun Solutions • Beaufort, SC, US

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Customer Success Representative

Our client, the Beaufort County Treasurer's Office, has partnered with Bosun to hire a dedicated Customer Success Representative.

The Beaufort County Treasurer's Office is driven by a people-first mission to serve the community with innovation, enthusiasm, and accountability. They take pride in defying the typical stereotypes of government workfocusing instead on efficiency, empathy, and service excellence. Handling more than 400 daily interactions, the office manages county revenues, investments, and financial reporting with precision and care. With a 99% collection rate and a 97.6% customer satisfaction rating, they've built a culture that values teamwork, growth, and continuous improvement.

Job Purpose

The Customer Success Representative serves as the first point of contact between the public and the Beaufort County Treasurer's Office. This role is responsible for accurately processing in-person payments, handling inquiries, and delivering authentic, customer-focused service. The ideal candidate will be detail-oriented, empathetic, and highly professionalhelping ensure each taxpayer's experience reflects the organization's mission of "people serving people, not transactions."

This position reports to the Customer Success Manager and is part of the Operations Team.

Responsibilities

Leadership

Demonstrate daily commitment to the organization's vision, mission, and values.
Maintain awareness of operations to identify and address potential issues proactively.
Engage constructively in team meetings, offering feedback and insights to improve processes.

Task Responsibilities

Process and balance various types of tax payments accurately and efficiently.

Identify, document, and resolve payment exceptions or discrepancies.

Review and balance sessions for managerial approval.

Respond to customer inquiries promptly and professionally, ensuring clarity and resolution.

Perform other duties as assigned to support departmental operations.

Relationship Responsibilities

Serve as a trusted resource and subject matter expert for customers and peers.

Communicate clearly and courteously with internal and external stakeholders, upholding Treasurer's Office standards.

Take ownership of issue resolution and follow through to completion.

Anticipate and respond to customer needs with empathy and professionalism.

General Responsibilities

Maintain a growth mindset and participate in ongoing training and development.

Stay current on all applicable laws, regulations, and internal policies.

Assist in updating policies and standard operating procedures when directed.

Exhibit flexibility to meet team demands, including working from alternate branches or assisting with courier duties.

Support cross-functional initiatives and team-based projects as needed.

Qualifications

High School diploma or GED required; Associate's degree in Business, Management, or related field preferred.

Minimum 5 years of professional customer service experience in an office setting.

Proficiency in Microsoft Office, especially Excel and Outlook.

Strong written and verbal communication skills.

Ability to perform accurate mathematical calculations and convey numerical information clearly.

Valid driver's license required.

Preferred Attributes

Demonstrated alignment with organizational culture, mission, and values.

Passion for serving others and providing knowledgeable, values-based support.

Strong interpersonal and conflict-resolution skills.

Sound judgment and deductive reasoning in dynamic or high-pressure situations.

Openness to feedback and collaboration within a team environment.

Compensation & Benefits

Healthcare coverage

401(k) plan

Paid Time Off (PTO)

12 personal leave days in the first year (15+ days after year two, with continued increases thereafter)

12 sick days annually

Opportunities for professional development and growth within the organization

Why This Role

As a Customer Success Representative, you'll play an essential role in fostering trust and ensuring an exceptional experience for every taxpayer who interacts with the Beaufort County Treasurer's Office. You'll be part of a collaborative, mission-driven team that values both people and performancewhere your contributions truly make a difference in the community.

If you're someone who takes pride in accuracy, communication, and service excellence, this is an opportunity to grow your career in a respected and supportive public office environment.

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.

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Customer Representative • Beaufort, SC, US

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