About The Position

As a Customer Support Representative, you will be the first point of contact for many of our users. You are a customer-focused problem solver who is passionate about delivering exceptional experiences and building lasting customer relationships. You enjoy learning complex products, allowing you to quickly become a trusted resource on new systems, workflows, and customer programs. You thrive in a dynamic environment, balancing competing priorities with professionalism, attention to detail, and a commitment to finding solutions.

Requirements

  • Demonstrated ability to take ownership of tasks and to work with little to no direct supervision
  • Excellent written and verbal communication skills
  • Highly organized, excellent time management skills
  • Ability to empathize with customer concerns while analyzing situations, identifying problems and developing effective solutions
  • Strong ability to build positive external and internal relationships and work cross-functionally with other teams
  • Willingness to learn new processes, adapt to change, and embrace company updates.

Nice To Haves

  • Familiarity with software such as Zendesk Suite, Google Suite, Cloud
  • 1-3 years of experience in customer support, customer service, customer success, or a related customer-facing role
  • Experience supporting customers through phone and email channels
  • Ability to manage multiple priorities in a fast-paced environment

Responsibilities

  • Serve as the first point of contact for users, responding to inquiries through phone and email via Zendesk while delivering a positive and professional customer experience.
  • Use consistent troubleshooting techniques to quickly and efficiently identify the source of customer issues and provide timely, accurate, and appropriate solutions.
  • Handle reimbursement, compliance, documentation, and program-related inquiries with accuracy, empathy, and attention to detail.
  • Properly document, track, and manage customer issues and resolutions in accordance with established processes.
  • Follow escalation procedures as required, partnering with internal teams to ensure timely resolution of complex issues.
  • Educate users on Cardata products, program features, workflows, and navigation of Cardata Cloud and the Cardata Mobile App by sharing relevant resources and guidance.
  • Review compliance documentation to ensure information aligns with program specifications, policies, and requirements.
  • Identify recurring customer issues, usability challenges, and resource gaps, and recommend improvements to processes, documentation, and support resources.
  • Create, maintain, and contribute to internal and customer-facing knowledge base content, FAQs, and support documentation to improve self-service and operational efficiency.
  • Collaborate cross-functionally with Customer Success, Finance, Sales, Product, and other teams to resolve customer concerns and improve the overall customer experience.
  • Share customer feedback, trends, and actionable insights with internal stakeholders to help drive product and process improvements.
  • Participate in team meetings, training sessions, and continuous learning opportunities to maintain expertise in Cardata products, programs, and policies.
  • Meet or exceed key performance indicators (KPIs), including response time, resolution time, customer satisfaction, and quality standards.

Benefits

  • Extended medical & dental benefits
  • Healthcare spending account
  • $3,000 annual Health and Wellness Spending Account to support your overall wellbeing
  • Employee assistance program (EAP)
  • Flexible (Unlimited) Time Off: No annual cap on vacation, supported by a trust-based, flexible approach to time away.
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