Customer Service Representative (Pleasanton)

Cansel; Pleasanton (CA); On-site; USD 52,000 - 72,000; Full time

Benefits offered by this job

Competitive base salary starting at $/

Sales commission up to $15,000 per año

Company-paid medical and dental保险

401(k) contribution

Paid time off

Job summary

California Surveying & Drafting Supply (CSDS) in Pleasanton, CA is seeking a Customer Service Representative / Inside Sales Associate. You will be the primary contact for customers, drive sales growth, and support branch revenue through outbound prospecting, lead qualification, and product promotion.

You will promote solutions, advise on equipment and software, maintain CRM records, and collaborate with cross-functional teams to ensure exceptional service and strong customer loyalty.

Qualifications

• 1+ years of customer service, inside sales, sales support, or account management experience.
• Bachelor’s degree or equivalent work experience preferred but not required.
• CRM experience (Salesforce, HubSpot, or Dynamics) is an asset.
• Strong communication and relationship-building skills.

Responsibilities

• Deliver an exceptional customer experience across all interactions.
• Identify opportunities to grow existing accounts through cross-selling and upselling.
• Conduct outbound sales calls to existing and prospective customers.
• Respond to inquiries by phone, email, or walk-in traffic and maintain CRM records.
• Support branch revenue goals by promoting products, programs, and promotions.

Skills

Customer service

Inside sales

Account management

Relationship building

Communication

Time management

Self-motivation

Sales goals

CRM knowledge

Education

Bachelor’s degree or equivalent work experience

Tools

Salesforce

HubSpot

Dynamics

Job description

Who We Are

California Surveying & Drafting Supply (CSDS) is a leading technology solutions provider serving architects, engineers, contractors, land surveyors, utility professionals, and GIS organizations throughout California. We deliver innovative solutions including GPS, laser, optical, scanning, mapping, 3D reality capture, underground utility locating, and large-format printing technologies that help our customers improve productivity, accuracy, and profitability.

As an authorized distribution partner for Trimble, Spectra Precision, Radiodetection, HP, and other industry-leading manufacturers, CSDS provides a complete portfolio of equipment sales, rentals, training, technical support, and professional services.

Position Summary

CSDS is seeking a highly motivated Customer Service Representative / Inside Sales Associate to join our Pleasanton team. This is an excellent opportunity for someone who enjoys building customer relationships, identifying sales opportunities, and helping customers find solutions to their business challenges. You will serve as a primary point of contact for customers while supporting branch sales growth through outbound prospecting, lead qualification, account development, and product promotion.

The ideal candidate is customer-focused, sales-oriented, and energized by working in a fast-paced environment where exceptional service supports customer loyalty and revenue growth.

What You’ll Do

Customer Service & Relationship Management

• Deliver an exceptional customer experience across all customer interactions.
• Respond to customer inquiries by phone, email, e-commerce, and walk-in traffic.
• Build strong relationships with existing customers and become a trusted resource for their equipment and technology needs.
• Resolve customer concerns efficiently while maintaining high levels of customer satisfaction.

Sales & Business Development

• Identify opportunities to grow existing accounts through cross-selling and upselling products, services, rentals, training, and support programs.
• Support branch revenue goals by promoting new products, special programs, and manufacturer promotions.
• Conduct outbound sales calls to existing and prospective customers.
• Follow up on quotes, leads, open opportunities, and inactive accounts.
• Qualify inbound leads and coordinate opportunities with outside sales representatives.
• Assist with onboarding new customers and expanding customer relationships.
• Maintain consistent contact with customers to identify upcoming projects and equipment needs.

Product & Solution Consulting

• Advise customers on equipment selection, applications, software solutions, and accessories.
• Recommend alternative products or solutions that better meet customer requirements.
• Stay informed about industry trends, technologies, and CSDS product offerings.
• Help customers understand the business value of CSDS solutions.

Administrative & Branch Support

• Process sales orders, quotations, rental requests, and customer transactions.
• Maintain accurate customer and opportunity records in the CRM.
• Support branch operations through data entry, reporting, and administrative activities.
• Collaborate with sales, service, rental, and training teams to drive customer success.

What You’ll Bring

• 1+ years of customer service, inside sales, sales support, or account management experience.
• Strong communication and relationship-building skills.
• Proven ability to identify customer needs and recommend solutions.
• Excellent phone presence and customer engagement skills.
• Strong organization, follow-up, and time-management abilities.
• Self-motivated and capable of working independently.
• Comfort working toward sales goals and performance metrics.
• Experience using Microsoft Office applications.
• CRM experience, such as Salesforce, HubSpot, or Dynamics, is an asset.
• Experience in construction, surveying, utilities, engineering, GIS, or technology is an asset.
• Bachelor’s degree or equivalent work experience is preferred but not required.

What Success Looks Like

• Consistently delivers an outstanding customer experience.
• Generates new sales opportunities through proactive customer engagement.
• Increases revenue within existing accounts through cross-selling and upselling.
• Maintains strong quote conversion and customer retention.
• Collaborates effectively with outside sales representatives to grow branch revenue.
• Contributes to branch sales and profitability targets.

Why Choose Us?

• Competitive base salary starting at $25.00 per hour.
• Sales commission opportunity of up to $15,000 annually.
• Company-paid 401(k) contribution (guaranteed).
• Opportunity to purchase shares in a successful private company.
• Vacation, sick time, and holiday pay.
• Company-paid medical and dental insurance, less a $25 employee contribution.
• Ongoing professional development and manufacturer-certified training.
• Book Club Program, including company-purchased books that support professional growth.
• Company-provided phone, computer, and demonstration tools.
• Permanent, full-time employment.
• Career growth opportunities within sales, business development, and leadership.
• And much more!