Customer Service Representative

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

Schedule: Monday–Friday, 8:30 AM–4:30 PM

Job Summary

We are seeking a professional, detail-oriented Customer Service Representative to assist with business customer communications, application follow-ups, and account support. The ideal candidate has strong communication skills, experience using CRM systems, and the ability to manage multiple priorities in a fast-paced environment.

Duties and 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 elevate 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.

Qualifications

• Excellent verbal and written communication skills.
• Previous customer service, account support, or business-to-business (B2B) experience preferred.
• 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.
• Ability to learn new software and processes quickly.
• Strong attention to detail and problem-solving skills.
• Professional judgment when handling confidential information.
• Dependable and self-motivated, with the ability to work independently and as part of a team.
• Bilingual English/Spanish skills are a plus.

Preferred Background

Candidates with experience in business banking, payroll, SaaS, staffing, merchant services, account management, or other customer-facing B2B environments are encouraged to apply.