B2B Customer Success & Lead Gen Specialist

Custom Fabricating & Supplies (CFS); Brea (CA); On-site; USD 52,000 - 68,000; Full time

Job summary

Custom Fabricating & Supplies (CFS) in Brea, CA is seeking a Customer Service Representative to blend client support with proactive B2B lead generation. You will nurture existing accounts, prepare quotes, process orders, and explore new opportunities, coordinating with Sales, Operations and Engineering to deliver solutions.

The role emphasizes outbound outreach, prospecting and qualifying opportunities for the Outside Sales team, with a focus on building lasting customer relationships.

Qualifications

• 3+ years of experience in customer service or inside sales.
• Experience with outbound prospecting and follow-up calls.
• Strong communication and relationship-building skills.
• Ability to identify opportunities and engage decision-makers.
• Excellent problem-solving and multi-tasking abilities.
• Professional demeanor and willingness to learn.
• Experience using ERP/CRM systems preferred.

Responsibilities

• Serve as primary contact for customers and prospects.
• Build relationships, handle quotes and orders, and maintain data.
• Research prospects and conduct outbound calls/emails.
• Qualify opportunities for Outside Sales and schedule meetings.
• Coordinate with internal teams to meet delivery timelines.
• Maintain accurate records in ERP/CRM systems.

Skills

Customer service

Lead generation

Outbound prospecting

Relationship building

Communication skills

Education

High School diploma

Tools

ERP systems

CRM systems

Job description

Custom Fabricating & Supplies (CFS) in Brea, CA is seeking a Customer Service Representative to blend client support with proactive B2B lead generation. You will nurture existing accounts, prepare quotes, process orders, and explore new opportunities, coordinating with Sales, Operations and Engineering to deliver solutions.

The role emphasizes outbound outreach, prospecting and qualifying opportunities for the Outside Sales team, with a focus on building lasting customer relationships.