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
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
1Resolve customer queries within response and resolution targets
2Follow refund, replacement and complaint SOPs accurately
3Maintain a polite, professional tone in every interaction
4Keep ticket records complete and accurate
5Escalate issues correctly to the right team
6Identify and report recurring problems
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
Customer Service Representative
Senior Representative
Team Leader
Customer Support Manager
Head of Customer Experience
KPI
How to measure whether a Customer Service Representative is succeeding.
KPI
What it measures
Review
First response time
Time from customer contact to first reply
Daily
Resolution time
Time to fully resolve a ticket
Weekly
Customer satisfaction
Post-interaction rating
Weekly
First contact resolution
Issues resolved without follow-up
Monthly
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.
A practical method for defining roles and responsibilities in your team - what to include, how to avoid gaps and overlaps, and a template you can use for every position.
A step-by-step guide to writing job descriptions - job title, summary, responsibilities, job specification and more - plus the difference between a JD and a job specification.