Customer Success Representative

Bosun

Customer Success Representative

Beaufort, SC
Full Time
Paid
  • Responsibilities

    About Our Client:

    Our Client, the Beaufort County Treasurer's Office is driven by a people-first mission to serve with innovation, enthusiasm, and accountability. They take pride in being the exception to and defying the stereotypical view of government. Handling over 400 daily interactions, they collect and manage the majority of county revenues, oversee investments, and ensure accurate reporting. With a 99% collection rate, strong training programs, and a team-first culture, they promote growth, continuous improvement, and exceptional service—reflected in their 97.6 customer satisfaction rating.

    To learn more, please check out Beaufort County Treasurer's Office!

    Job Summary:

    The Beaufort County Treasurer's Office is seeking a Customer Success Representative to serve as the first point of contact to the public representing the Beaufort County Treasurer's Office. You will facilitate the collection of in-person payments and communication of information between the public and the Treasurer's Office, focused on delivering the best customer-centric services with authenticity and accuracy. This role reports to the Customer Success Manager and is a part of the Operations Team.

    Job Responsibilities:

    Leadership

    • Demonstrates buy-in to our vision, mission and values in their day-to-day work and in a manner that fosters fulfillment of our culture statement.
    • Exercises situational and operational awareness to proactively identify potential issues and blind spots and addresses them appropriately.
    • Engages in Meetings with Purpose consistently and productively, maximizing opportunities to share information, feedback and suggestions in a professional and constructive manner.

    Task Responsibilities

    • Accurately processes various types of payments in various forms, relating to, but not limited to: current taxes and delinquent taxes.
    • Identifies and processes exceptions and follows through to a resolution.
    • Balances and reviews sessions for approval.
    • Addresses and responds to customer inquiries.
    • Performs other tasks, as assigned.

    Relationship Responsibilities

    • Serves as the primary support and subject matter expert for their customer and peers in a manner that enhances team culture, reflects our vision, mission and values, and fosters public trust.
    • Demonstrates professional support, verbal and written to both internal and external stakeholders, that is in accordance with Beaufort County Treasurer policies and procedures.
    • Exercises timely follow-through on the resolution of issues and exceptions, taking ownership regardless of the source.
    • Gauges, anticipates, reacts and meets the needs of others in a manner that creates a positive environment and best reflects our team culture, vision, mission and values.

    General Responsibilities

    • Possesses a growth mindset with a focus on personal and team development, and attends training sessions as appropriate.
    • Complies with and maintains a current knowledge of all applicable laws, policies and procedures: immediately initiates any actions necessary to correct violations/deviations.
    • Prepares and updates, operating procedures and/or policies when directed.
    • Exhibits flexibility to meet demands of the team including, but not limited to, working in another branch, couriering bank transfers, etc.
    • Performs other related duties as required.

    Minimum Qualifications:

    • High School diploma or GED; Associate degree preferred in Management, Business, or related field.
    • Significant experience with Microsoft Office and professional communication, both verbal and written.
    • At least 5 years' experience in a professional, office setting that involved customer service.
    • Possesses a valid driver's license.

    Additional Qualifications:

    • Demonstrated commitment to the organization's culture, vision, mission, and values.

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

    • Strong communication skills, with the ability to convey encouragement and authenticity across various methods.

    • Proven ability to apply deductive reasoning and sound judgment in dynamic, fast-changing environments.

    • Proficient in mathematical calculations with accuracy in conveying numerical information.

    • Willingness to share feedback, information, and suggestions professionally and constructively.

    • Effective conflict resolution skills and the ability to communicate clearly in challenging situations.

    Physical Demands and Working Conditions:

    • Ability to exert light physical effort in sedentary to light work, but which may involve some lifting, carrying, pushing, and/or pulling of objects and materials of light weight (5-10 pounds).
    • Extended periods of time at a keyboard or workstation.
    • Ability to perceive and discriminate visual cues or signals.
    • Ability to communicate orally and in writing, both handwritten and electronic.
    • Physically travel and perform duties in various office locations.
    • Exposure to adverse environmental conditions, such as rude/irate customers.
    • Ability to operate, maneuver and/or control the actions of equipment, technology, and/or materials used in performing essential functions.
    • Requires the comprehension and use of a wide variety of reference and descriptive data to communicate
      information.

    Benefits:

    • Healthcare
    • 401(K)
    • PTO
      • 12 Personal Leave Days the first year (15 for years 2-5 and goes up from there)
      • 12 Sick Days
    • Joining the Team

    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.