Client Services Representative

Talentoma; Indiana; Remote; USD 39,000 - 55,000; Full time

Benefits offered by this job

Health coverage

Paid leave

401(k)

Maternity leave

Bonus opportunities

Job summary

Talentoma is seeking a Client Services Representative to handle calls, emails, and client messages, delivering clear, helpful guidance and updating CRM records. This is a fully remote position based in Indiana, United States, with a 40-hour weekly commitment and flexible shift times.

The role emphasizes accurate information, timely responses, and proactive client communication. You will use Dialpad, Zoho CRM, and Oracle Service Cloud to respond accurately, track progress, and escalate when

Qualifications

• High school diploma or equivalent required, related experience preferred.
• Familiarity with client-facing support work, including answering questions and explaining service information, preferred.
• Ability to learn Zoho CRM and Oracle Service Cloud.
• Ability to learn a contact-center phone system such as Dialpad and follow call-handling procedures.
• Strong listening skills to identify request purpose and provide helpful next steps.
• Clear written and verbal communication for professional client/interteam interactions.
• Reliable home workspace with 40-hour weekly availability.

Responsibilities

• Review queue items at shift start and sort requests by urgency, topic, and needed response.
• Respond to client questions with clear guidance on services, updates, and next steps.
• Use a contact-center phone system to answer calls and route conversations.
• Create and update client data in Zoho CRM with accurate notes and outcomes.
• Open and monitor service tickets in Oracle Service Cloud with clear status and ownership.
• Explain processes in client-friendly language and verify information before responding.
• Send timely follow-up messages when more information is needed or confirmation is pending.
• Escalate complex issues to the customer service lead with full interaction notes.
• Coordinate with internal contacts to obtain accurate answers and close resolved requests.
• Meet quality expectations with accurate responses, timely turnaround, and respectful interactions.

Skills

Active listening

Verbal communication

Written communication

CRM familiarity

Dialpad knowledge

Zoho CRM

Oracle Service Cloud

Work from home readiness

Education

High school diploma or equivalent

Tools

Zoho CRM

Oracle Service Cloud

Dialpad

Job description

Job Title: Client Services Representative

Monthly Pay: $3,533 - $4,962 USD per month

Summary:

Each shift begins with the open queue, where calls, emails, and client messages are ready for a clear response. The Client Services Representative answers questions, shares accurate service information, and helps clients move forward with confidence. This role sits on the support team and works under a customer service team lead while partnering with clients and internal service contacts. Throughout the day, the representative keeps requests organized, communicates progress clearly, and makes sure clients know what happens next. This is a fully remote, work from home position based in Indiana, United States. The role requires a 40-hour weekly commitment. Working days and shift times may vary.

Job Responsibilities:

• Start each shift by reviewing assigned queue items, including incoming calls, emails, and messages, and sort requests by urgency, topic, and needed response.
• Respond directly to client questions with clear, courteous guidance about available services, account updates, and next steps, while confirming the request has been fully addressed.
• Use a contact-center phone system such as Dialpad to answer calls, place approved follow-up calls, and route conversations appropriately.
• Create and update client interaction details in a CRM such as Zoho CRM, ensuring names, contact preferences, questions, and outcomes are accurately captured.
• Open, update, and monitor service tickets in a support platform such as Oracle Service Cloud so each request has clear status and ownership.
• Review available service information before responding, verify the details shared, and explain processes in language clients can understand.
• Send timely follow-up messages when additional information is needed, a prior response requires confirmation, or a client has not received an update.
• Escalate complex service concerns, repeated issues, or requests outside approved guidance to the customer service team lead with complete interaction notes.
• Coordinate with internal service contacts to obtain accurate answers, relay updates to clients, and close the loop on resolved requests.
• Meet quality expectations through accurate responses, timely turnaround, complete notes, appropriate follow-up, and respectful client interactions.

Qualifications:

• High school diploma or equivalent.
• No experience required; related experience preferred.
• Familiarity with client-facing support work, including answering questions and explaining service information, preferred.
• Ability to learn a CRM such as Zoho CRM and a support platform such as Oracle Service Cloud.
• Ability to learn a contact-center phone system such as Dialpad and follow call-handling procedures.
• Strong ability to listen carefully, identify the purpose of a request, and provide helpful next steps.
• Clear written and verbal communication skills for professional interactions with clients and internal contacts.
• Reliable computer, high-speed internet, and quiet private workspace, with availability for the 40-hour weekly commitment and agreed working days and shift times.
• Authorization to work in the United States.
• Fully remote work from home in Indiana, United States.
• Structured onboarding and training on Zoho CRM, Oracle Service Cloud, and Dialpad.
• Regular check-ins with the customer service team lead to discuss questions, priorities, and development.
• Opportunities to build client support, service communication, queue navigation, and escalation judgment skills.
• Health coverage, paid leave, a 401(k), maternity leave, and bonus opportunities.