Customer Account Specialist

Ultimate Staffing; Folsom (CA); On-site; USD 32,000 - 34,000; Full time

Job summary

Ultimate Staffing is recruiting for a Customer Account Specialist in Folsom, CA. The role supports key business accounts, processes orders, and maintains CRM/ERP records. Schedule is Monday–Friday, 8:00 AM–4:30 PM; pay range is $23.00–$25.00 per hour DOE.

Not a call center; ideal for those with B2B account experience. Responsibilities include managing account relationships, tracking orders, coordinating with internal teams, and ensuring accurate records.

Qualifications

• 3+ years in customer service or account coordination.
• Experience supporting B2B customers.
• Strong order processing experience.
• Experience with CRM and ERP systems.
• Proficient with Outlook, Word, and Excel.
• Professional phone presence and written communication.
• Strong organizational and multitasking abilities.
• Detail-oriented with the ability to manage multiple priorities.
• Experience building long-term customer relationships.

Responsibilities

• Manage and maintain relationships with assigned business accounts
• Process customer orders accurately and efficiently
• Track orders, shipments, and delivery schedules
• Communicate pricing, product availability, and order updates
• Maintain customer records within CRM and ERP systems
• Process account updates, changes, and customer requests
• Coordinate with internal departments to ensure customer needs are met
• Handle returns and customer issues through resolution
• Prepare professional email correspondence and documentation
• Monitor customer forecasts and follow up on account activity
• Support the sales team with account management and administrative tasks
• Maintain accurate records of customer interactions and account history

Skills

B2B experience

Order processing

CRM/ERP familiarity

MS Office (Outlook/Word/Excel)

Customer relationship management

Communication skills

Detail-oriented

Multitasking

Long-term relationships

Tools

CRM software

ERP software

Job description

Location: Folsom
Schedule: Monday - Friday, 8:00 AM - 4:30 PM
Pay: $23.00 to $25.00. DOE

Position Overview

Customer Account Specialist

We are recruiting on behalf of our client for a Customer Account Specialist to support key business accounts and partner closely with the sales team. This role is focused on building and maintaining long-term customer relationships, processing orders, managing account information, and ensuring a high level of service for established business customers.

The ideal candidate will have experience supporting B2B customers, handling ongoing account relationships, and managing customer needs throughout the entire account lifecycle. This is not a call center environment and is best suited for someone who has supported business accounts rather than one-time consumer transactions.

Location: Folsom
Schedule: Monday - Friday, 8:00 AM - 4:30 PM
Pay: $23.00 to $25.00. DOE

Position Overview

Key Responsibilities

• Manage and maintain relationships with assigned business accounts
• Process customer orders accurately and efficiently
• Track orders, shipments, and delivery schedules
• Communicate pricing, product availability, and order updates
• Maintain customer records within CRM and ERP systems
• Process account updates, changes, and customer requests
• Coordinate with internal departments to ensure customer needs are met
• Handle returns and customer issues through resolution
• Prepare professional email correspondence and documentation
• Monitor customer forecasts and follow up on account activity
• Support the sales team with account management and administrative tasks
• Maintain accurate records of customer interactions and account history

Qualifications

• 3+ years of customer service, account management, sales support, or customer account coordination experience
• Experience supporting business-to-business (B2B) customers required
• Strong order processing experience
• Experience working with CRM and ERP systems
• Proficient in Microsoft Outlook, Word, and Excel
• Professional phone presence and written communication skills
• Strong organizational and multitasking abilities
• Detail-oriented with the ability to manage multiple priorities
• Experience building and maintaining long-term customer relationships

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.