Lead Customer Service Representative

148654 Campus Veterinary Clinic LP; California (MO); On-site; USD 54,000 - 74,000; Full time

Job summary

Campus Vet Clinic in Berkeley, CA is seeking a personable Lead Client Service Representative to lead the front desk, supervise CSRs, and ensure a superior client experience from check-in to check-out. The role blends people management with hands-on client interactions, daily scheduling oversight, billing and records management, and collaboration with medical staff to maintain smooth operations.

The ideal candidate has 2+ years in veterinary client service, some leadership experience, and

Qualifications

• High school diploma or equivalent required; additional training in management or healthcare administration preferred.
• Minimum 2 years in a veterinary or medical CSR role; 1 year of team leadership experience strongly preferred.
• Exceptional communication and interpersonal skills.
• Technologically proficient and comfortable with practice management software and digital communication tools.
• Demonstrated ability to multitask and perform in a fast-paced, client-facing environment.

Responsibilities

• Lead the CSR team and set a professional, service-oriented example.
• Hire, onboard, and train CSR staff and manage front desk workflows.
• Organize front desk schedules to ensure adequate coverage and timely service.
• Provide performance feedback and coaching in partnership with leadership.
• Oversee scheduling, billing, records, and client communications with empathy.

Skills

Leadership

Communication

Interpersonal skills

Tech proficiency

Multitasking

Education

High school diploma

Tools

Practice management software

Digital communication tools

Job description

Campus Vet Clinic is looking for a personable and skilled Lead Client Service Representative (CSR) to join our team! As the primary point of contact at our clinic, you will play a crucial role in ensuring every client interaction—whether over the phone or in person—results in a positive and memorable impression. Your ability to create a welcoming environment and deliver exceptional service will be key to our success. Salary: $26 – $36 per hour depending on experience and education Schedule: Full-time, four - five shifts per week 6 (average 30-40 hours/week) Location: 1807 Martin Luther King Jr Way, Berkeley, CA 94709

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Who We Are

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Campus Vet Clinic is a team-focused, fun place to work and care for all the furry friends. We are a full-service veterinary clinic proudly serving Berkeley, Albany, El Cerrito, Oakland, Richmond, and the surrounding communities since 1969.

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What Our Clients Say

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“The vets, vet techs, and staff at Campus Veterinary Clinic have been so kind, thoughtful, and knowledgeable when helping and working with our sweet elderly kitty. They’ve gone above and beyond to help her, explain things in layman’s terms, and been empathetic. Highly recommend them!” Jenna S.

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Who You Are

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If you have a professional, friendly personality and love to help people and their pets, you will fit right in with our Client Service Team! The Lead Client Service Representative (Lead CSR) is responsible for managing the front desk operations, supporting a team of CSRs, and ensuring an exceptional client experience from check-in to check-out. This role combines client-facing responsibilities with team leadership, training, and operational oversight. The Lead CSR will collaborate closely with the medical and management teams to ensure smooth day-to-day workflow and optimal client satisfaction.

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Key Responsibilities

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Team Leadership and Front Desk Oversight

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• Lead the CSR team by setting a professional and service-oriented example.
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• Support hiring, onboarding, and ongoing training of CSR team members.
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• Organize and adjust front desk schedules to maintain adequate coverage.
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• Conduct performance feedback, coaching, and role development discussions in partnership with leadership.
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• Identify opportunities to improve workflows and implement process enhancements.
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Client Communication and Scheduling

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• Oversee scheduling practices and ensure appointments are booked efficiently across providers.
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• Respond to and resolve complex client concerns or complaints.
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• Ensure timely and professional communication via phone, email, and digital tools.
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• Reinforce and audit appointment reminder, confirmation, and follow-up systems.
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Client Relations and Service Delivery

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• Welcome clients and their pets warmly, ensuring a positive and consistent experience.
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• Triage inquiries and ensure accurate handoff of medical concerns to clinical staff.
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• Promote practice services, wellness plans, and active campaigns to increase client engagement.
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• Manage service recovery when needed, addressing concerns with empathy and professionalism.
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Technology and Information Management

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• Maintain accurate and complete patient and client records in the practice management system.
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• Oversee CSR handling of billing transactions, payment plans, and insurance processing.
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• Ensure records are up-to-date and documentation standards are met.
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Support of Clinical and Practice Operations

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• Provide accurate post-visit instructions to clients and ensure discharge protocols are followed.
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• Support inventory communication, online product education, and client navigation of virtual tools.
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• Assist in maintaining cleanliness and organization of the reception area and shared spaces.
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Qualifications

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• High school diploma or equivalent required; additional training in management or healthcare administration preferred.
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• Minimum 2 years in a veterinary or medical CSR role; 1 year of team leadership experience strongly preferred.
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• Exceptional communication and interpersonal skills.
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• Technologically proficient and comfortable with practice management software and digital communication tools.
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• Demonstrated ability to multitask and perform in a fast-paced, client-facing environment.
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Working Conditions

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• Must be able to lift up to 40 pounds and perform physical tasks as needed.
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• Requires consistent use of a computer and telephone system.
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