B2B Customer Support & Applications Specialist

Hedy Holmes Staffing Services; Stockton (CA); On-site; USD 28,000 - 39,000; Full time

Job summary

Hedy Holmes Staffing Services is seeking a professional, detail-oriented Customer Service Representative to support business customers with communications, application follow-ups, and account support. The role emphasizes strong communication, CRM usage, and multitasking in a fast-paced environment.

The ideal candidate will help navigate online applications, maintain accurate records, and coordinate with internal teams on pricing, approvals, and funding questions.

Qualifications

• Excellent verbal and written communication are required.
• Experience using CRM systems to document interactions and manage follow-ups.
• Strong organizational skills and the ability to prioritize multiple tasks.

Responsibilities

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

Skills

Verbal communication

Written communication

CRM systems

B2B experience

Organizational skills

Microsoft Office

Attention to detail

Spanish bilingual (bonus)

Tools

CRM software

Spreadsheets

Job description

Hedy Holmes Staffing Services is seeking a professional, detail-oriented Customer Service Representative to support business customers with communications, application follow-ups, and account support. The role emphasizes strong communication, CRM usage, and multitasking in a fast-paced environment.

The ideal candidate will help navigate online applications, maintain accurate records, and coordinate with internal teams on pricing, approvals, and funding questions.