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Customer Service Consultant job description template

If you are hiring for this role, start here. This free template is our detailed definition of the position, with everything you need to find and hire the right person. Copy it, add your own requirements, and post it.

Free job description below
Median pay
$52,671per year, about $25 an hour
Range$23,040 to $86,500 a year
Hourly$12 to $42 an hour
EducationA high school diploma or GED is often sufficient for entry-level customer service positions.
Also calledCustomer Service Representative, Customer Service Coordinator, Customer Service Manager
DepartmentCall Center and Customer Service
The role

What is a Customer Service Consultant?

Customer Service Consultants are professionals mainly responsible for communicating with customers to provide support, assistance, and explanations regarding the company’s products and services.

They identify their needs, requirements, and concerns, resolve issues, and maintain detailed records of customer interactions and complaints.

Customer Service Consultants also analyze and improve the customer service practices of the company to enhance efficiency, ensure compliance with the company’s rules and regulations, track orders, and process bills and payments.

Their job also involves assisting customers with daily buying and sales transactions and participating in market research.

What to screen for

The top Customer Service Consultant skills.

Five things separate a strong hire from a résumé that reads well. Use these as your scorecard criteria.

SkillWhy it matters
Customer ServiceThe essence of this role is the ability to provide excellent customer service experience. Customer Service Consultants must be able to provide customer service timely, professionally, and efficiently in order to maintain customer satisfaction. This skill also involves handling complaints professionally and accurately.
CommunicationCommunication is important for Customer Service Consultants for multiple reasons. They must be able to interact and communicate with customers professionally, providing accurate and clear explanations and assistance. Also, communication helps them coordinate with other departments and train new employees if necessary.
Problem-SolvingCustomer Service Consultants mainly focus on maintaining customer satisfaction by resolving their problems and issues. That is why effective problem-solving skills are crucial for identifying, researching, and resolving various complaints, issues, and inquiries. Their job is to use problem-solving to find a solution that best meets customers’ needs.
PatiencePatience is another essential skill for Customer Service Consultants. Since their job often involves dealing with irate, challenging, and difficult customers, they must remain calm and patient in order to effectively deal with their issues and complaints. Being patient in these situations shows professionalism and determination to provide the best customer experience.
AdaptabilityCustomer Service Consultants need to be able to adapt to their customers’ needs and wishes in order to fulfill them and therefore maintain customer satisfaction. Additionally, adaptability is important for dealing with challenging, unforeseen, and changing circumstances in the company and the overall customer service industry.
Free template

The job description, ready to post.

Copy it as written, or edit it until it sounds like your company. Both work.

Customer Service ConsultantCall Center and Customer Service · Free to use and edit

We are actively looking for a Customer Service Consultant to join our company. In this role, you will be responsible for communicating with customers to identify their needs, inquiries, and complaints, providing effective solutions, and offering assistance and explanations about the company’s products and services. You will take orders from customers, process bills and transactions, and maintain accurate records of customer interactions and complaints.

Your job will also involve analyzing and improving the effectiveness and productivity of customer service practices, ensuring compliance with the company’s rules and regulations, and participating in market research. Ultimately, you will ensure customer satisfaction by resolving their issues and providing assistance with daily buying and sales transactions.

To be competent for this position, you should be able to provide immaculate customer service and have exceptional communication, problem-solving, and adaptability skills.

Duties and responsibilities

  • Communicate with customers to identify their needs, requirements, and concerns
  • Analyze and improve the effectiveness of customer service practices
  • Answer phone calls and respond to emails to resolve issues and provide explanations and assistance
  • Take orders from customers, explain the features of products and services, process bills and payments
  • Collect personal details from customers and maintain accurate records of customer interactions and complaints
  • Ensure compliance with the company’s rules, regulations, and principles
  • Provide immaculate customer service to ensure customer satisfaction
  • Assist customers with daily buying and sales transactions
  • Participate in market research and the preparation of marketing materials
  • Identify, research, and provide solutions for product and service issues
  • Provide technical support and resolve technical issues
  • Timely respond to customer inquiries, assess issues, and provide solutions

Requirements

  • High school diploma or GED
  • Associate’s or Bachelor’s degree in business administration, customer service management, or a related field is advantageous
  • Prior working experience in customer service is mandatory
  • Great data entry and computer skills
  • Solid understanding of basic customer service principles and methods
  • Exceptional communication and customer service skills
  • Strong and effective problem-solving
  • Adaptability and patience
  • Excellent time management
Add your pay range, benefits, and location before you post. Postings with a stated range get significantly more finished applications than the ones that leave it out.

Take the template with you

Copy it straight into your job board or ATS, or have it emailed to you with the interview questions for this role.

Education

Degree first, then the certification.

A high school diploma or GED is often sufficient for entry-level customer service positions.

However, employers usually prefer candidates with an Associate’s or Bachelor’s degree in business administration, customer service management, or communications for more specialized or managerial Customer Service Consultants.

Acquiring relevant customer service certifications can be valuable for candidates who wish to demonstrate their expertise and knowledge in this field. The most common certification is the Certified Customer Service Professional (CCSP) or certifications in specific software or technologies used in customer service.

Depending on the industry, candidates may need industry-specific training, such as finance, healthcare, technical support, etc.

CCSP

Certified Customer Service Professional

Demonstrates expertise in customer service principles and practices.

National Customer Service Association (NCSA)
Treat these as a signal, not a requirement. Plenty of strong candidates come up through experience without one.
After the applications land

Sample interview questions for a Customer Service Consultant.

Once you have gathered the applications, work through these in order. Twelve questions across four areas, enough to tell your shortlist apart.

Personal
  • What do you consider your three biggest personality traits?
  • How would your close friends and family describe you in a few words?
  • How would you rate your communication skills?
Human Resources
  • What are your qualifications for this role?
  • Could you tell us about your most recent customer service position?
  • How did you make a decision to apply for the job in this company?
Management
  • Can you tell us about the types of customers you worked with in the past?
  • How do you ensure you collaborate effectively with others to solve a complex problem?
  • What techniques or methods do you employ to handle a difficult customer?
Technical Skills and Knowledge
  • Which CRM tools and software are you familiar with?
  • How do you ensure the accuracy and completeness of customer information?
  • What is your experience with omnichannel support systems?
Pay

How much to pay when hiring.

Annual pay by percentile. Where you land depends on the size of the cycle they will own, and the 25th percentile is usually where a first analyst hire sits.

10th percentile$23,040
25th percentile$38,000
Median$52,671
75th percentile$67,000
90th percentile$86,500

Hourly equivalents run from $12 at the 10th percentile to $42 at the 90th.

Related job titles

Candidates may apply under a different name.

Post the title your industry uses and keep the rest of the description. These three roles overlap enough that the same posting usually reaches all of them.

Same work, different title

Three titles, one description.

Search behavior varies by industry, so the same job is advertised under several names. If you are unsure which one your candidates search for, run two titles and see which fills.

Customer Service Representative

Customer service representatives attract potential customers by providing all the necessary information about their products and services.

$39,098 median
Questions

Frequently asked questions.

What do Customer Service Consultants do?

Customer Service Consultants communicate with customers to identify their issues and complaints and provide solutions.

They answer phone calls and respond to emails, maintain accurate records of customer interactions and complaints, ensure customer satisfaction, and provide assistance and explanations.

What are the necessary skills that Customer Service Consultants should have?

Customer Service Consultants should have exceptional customer service, communication, problem-solving, adaptability, and time management skills.

Who do Customer Service Consultants typically report to?

Customer Service Consultants usually report to the Customer Service Manager, Customer Service Director, or Customer Service Supervisor.

What is the annual salary for Customer Service Consultants?

Customer Service Consultants earn between $23,040 and $86,500 annually.

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Other job description templates.

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Customer Service Specialist

A Customer Service Specialist is a professional who handles interactions with customers, ensuring that they receive an optimal level of service.

$40,910 median

Customer Service Supervisor

Customer Service Supervisors represent the main link between the customer service staff and customers.

$50,983 median

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