Customer Success Representative

Responsibilities

• Serve as the primary point of contact for taxpayers via in-person, phone, and 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 administrative tasks

Requirements

• Minimum 5 years of customer service experience in a professional office setting
• At least 2 years handling payments, billing, cash balancing, or financial transactions
• Strong proficiency in Microsoft Excel and Outlook
• Demonstrated ability to work accurately with numbers and reconcile transactions
• 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

Benefits

• Healthcare coverage
• 401(k) plan
• PTO Package including personal leave and sick days
• Ongoing professional development opportunities

About the Company

Our client is a government entity redefining public service through efficiency, empathy, and accountability, maintaining high customer satisfaction and collection rates.