B2B Customer Success & Account Support Specialist

Hedy Holmes Staffing; Stockton (CA); On-site; USD 25,000 - 30,000; Full time

Job summary

Hedy Holmes Staffing is seeking a professional, detail-oriented Customer Service Representative to assist with business customer communications, application follow-ups, and account support in Stockton, CA.

The role involves communicating with business owners, merchants, and referral partners by phone and email, following up on applications, maintaining records in CRM, and helping customers navigate online processes, with bilingual English/Spanish a plus.

Qualifications

• Excellent verbal and written communication skills.
• Hands-on experience using CRM systems to document interactions and manage follow-ups.
• Strong organizational skills and the ability to prioritize multiple tasks.
• Proficiency with Microsoft Office, spreadsheets, email, and web-based applications.
• Bilingual English/Spanish skills are a plus.

Responsibilities

• Communicate professionally with business owners, merchants, and referral partners by phone and email.
• Follow up on pending applications, customer inquiries, and outstanding documentation.
• Maintain accurate customer records and track communications using CRM software.
• Schedule follow-ups, update account information, and escalate issues when needed.
• Help customers navigate online applications and sign-up processes.
• Coordinate with internal departments on application status, pricing, approvals, and funding questions.
• Handle sensitive customer and business information professionally and confidentially.
• Use spreadsheets, shared calendars, and web-based systems to manage daily activities.
• Respond to customers and business partners promptly and follow through consistently.

Skills

Verbal communication

Written communication

CRM experience

Organizational skills

Microsoft Office

Bilingual English/Spanish

Tools

CRM software

Microsoft Office

Job description

Hedy Holmes Staffing is seeking a professional, detail-oriented Customer Service Representative to assist with business customer communications, application follow-ups, and account support in Stockton, CA.

The role involves communicating with business owners, merchants, and referral partners by phone and email, following up on applications, maintaining records in CRM, and helping customers navigate online processes, with bilingual English/Spanish a plus.