Chat Support Agent
Talentoma
About the Role
- Accurate answers and complete notes are at the center of this role, helping customers receive dependable support through chat and email.
- The Chat Support Agent directly addresses customer questions, explains product or service information, and guides customers toward appropriate next steps.
- This position sits within the support team, works under a customer service team lead, and collaborates with customers and internal support colleagues.
- This is a fully remote, work from home position.
- The role requires a 40-hour weekly commitment.
- Working days and shift times may vary.
- Strong quality standards help ensure each interaction is clear, respectful, and properly documented for continued support.
Key Responsibilities
- Monitor assigned chat, email, and service ticket queues to respond to incoming customer questions in a timely, professional manner.
- Confirm customer details, review prior interaction notes, and identify the purpose of each request before providing guidance.
- Explain available product or service information using approved support resources and current team guidance.
- Create and update customer interaction notes in a support platform such as Kustomer, including actions taken and next steps.
- Use a live chat such as Drift to manage active conversations, maintain context, and close interactions when questions are resolved.
- Review customer history in a CRM such as Copper to provide consistent assistance and avoid asking customers to repeat information.
- Enter organized tracker updates in spreadsheets and data entry tools such as Airtable for team visibility and follow-up coordination.
- Follow up on unresolved questions through the appropriate queue and escalate complex concerns to the customer service team lead.
- Review service feedback in a survey such as SurveyMonkey and share recurring themes with the support team for discussion.
- Track assigned follow-up activities in a project management tool such as Asana and maintain clear status notes for internal partners.
- Meet quality expectations through accurate answers, timely turnaround, complete notes, and appropriate follow-up on open customer needs.
Requirements & Tech Stack
- Kustomer
- Drift
- Copper
- Airtable
- SurveyMonkey
- Asana
Qualifications
- High school diploma or equivalent.
- No experience required; related experience preferred.
- Familiarity with customer support workflows, including chat conversations, email responses, service tickets, and follow-up activities.
- Ability to learn a support platform such as Kustomer and a CRM such as Copper while following established support guidance.
- Ability to write clear, courteous, and accurate responses for customers with varied questions and levels of product familiarity.
- Ability to review details carefully, organize interaction notes, and recognize when a concern should be escalated.
- Comfortable using a live chat such as Drift, a project management tool such as Asana, and a survey such as SurveyMonkey.
- Reliable computer, high-speed internet, and a quiet private workspace.
- Authorization to work in the United States.
Perks & Benefits
- Fully remote work supporting customers through desk-based chat, email, and ticket activities.
- Structured onboarding and training on Kustomer, Copper, Drift, Airtable, Asana, and SurveyMonkey.
- Regular check-ins with the customer service team lead to discuss quality standards, questions, and support priorities.
- Opportunities to build skills in customer interaction documentation, service ticket handling, written responses, and support workflow coordination.
- Health coverage, paid leave, a 401(k), maternity leave, and stipends.