Piplhr
Sales & MarketingJD · JS · KPIs

Customer Service Representative Roles and Responsibilities

The Customer Service Representative helps customers resolve questions and problems quickly and politely across phone, email, chat and WhatsApp. They follow support SOPs, record every interaction and pass on feedback that helps the company improve.

Also known as: Customer Support Executive, Customer Care Executive, Customer Success Associate

Build this role in Piplhr
Reports to
Customer Support Team Leader or Manager
Department
Sales & Marketing
Experience
0-2 years in customer service or a customer-facing role
Work location
Office-based or remote

Job Description (JD)

The responsibilities a Customer Service Representative owns and the duties they perform.

Responsibilities

  1. 1Resolve customer queries within response and resolution targets
  2. 2Follow refund, replacement and complaint SOPs accurately
  3. 3Maintain a polite, professional tone in every interaction
  4. 4Keep ticket records complete and accurate
  5. 5Escalate issues correctly to the right team
  6. 6Identify and report recurring problems
  7. 7Protect customer data and privacy

Duties

Daily
  • Respond to customer calls, emails, chats and messages
  • Resolve order, billing and product queries
  • Process refunds, replacements or cancellations per policy
  • Log every ticket and update its status
  • Escalate complex issues with complete notes
Weekly
  • Review open and overdue tickets
  • Share recurring customer issues with the team leader
Monthly
  • Complete product and process refresher training
  • Suggest updates to response templates and support SOPs

Job Specification (JS)

The job information and the skills this role needs.

Job information

Qualification
Higher secondary or bachelor's degree
Experience
0-2 years in customer service or a customer-facing role
Work location
Office-based or remote
Working hours
Full-time, around 9 hours a day
Shift
Day or rotational shifts
Employment type
Full-time

Technical skills

  • Ticketing and CRM tools
  • Product knowledge
  • Written communication
  • Typing speed
  • Following SOPs

Soft skills

  • Patience
  • Empathy
  • Active listening
  • Calm under pressure
  • Problem solving

Tools used

  • Helpdesk or ticketing software
  • CRM
  • Phone system
  • WhatsApp Business
  • Knowledge base and SOPs

Career path

  1. Customer Service Representative
  2. Senior Representative
  3. Team Leader
  4. Customer Support Manager
  5. Head of Customer Experience

KPI

How to measure whether a Customer Service Representative is succeeding.

KPIWhat it measuresReview
First response timeTime from customer contact to first replyDaily
Resolution timeTime to fully resolve a ticketWeekly
Customer satisfactionPost-interaction ratingWeekly
First contact resolutionIssues resolved without follow-upMonthly

In Piplhr, KPIs become recurring daily and weekly reports that each person submits - see Reporting & KPI tracking.

Customer Service Representative FAQs

What does a Customer Service Representative do?

The Customer Service Representative helps customers resolve questions and problems quickly and politely across phone, email, chat and WhatsApp. They follow support SOPs, record every interaction and pass on feedback that helps the company improve.

What are the main responsibilities of a Customer Service Representative?

Key responsibilities include: resolve customer queries within response and resolution targets; follow refund, replacement and complaint SOPs accurately; maintain a polite, professional tone in every interaction; keep ticket records complete and accurate; escalate issues correctly to the right team.

What skills does a Customer Service Representative need?

Technical skills: Ticketing and CRM tools, Product knowledge, Written communication, Typing speed, Following SOPs. Soft skills: Patience, Empathy, Active listening, Calm under pressure, Problem solving.

Who does a Customer Service Representative report to?

A Customer Service Representative typically reports to the Customer Support Team Leader or Manager.

What qualifications are required to become a Customer Service Representative?

Higher secondary or bachelor's degree, with 0-2 years in customer service or a customer-facing role.

Guides for defining roles

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