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Customer Account Specialist

  • ... Posted on: Mar 12, 2026
  • ... Ultimate Staffing
  • ... Placentia, California
  • ... Salary: Not Available
  • ... Full-time

Customer Account Specialist   

Job Title :

Customer Account Specialist

Job Type :

Full-time

Job Location :

Placentia California United States

Remote :

No

Jobcon Logo Job Description :

We are seeking a Customer Service Representative to serve as the first point of contact for customers, managing orders, providing status updates, handling inquiries, and supporting sales efforts. The role requires processing orders, preparing paperwork, coordinating shipments, resolving complaints, and maintaining accurate records across several departments. Qualifications Bachelor's degree from an accredited college or university. 3-5 years of customer service experience, with at least 2 years in a professional business environment, preferably in B2B settings. Exceptional telephone and written communication skills. Responsibilities Order Entry and Processing: Receive customer orders via phone or e‑mail and enter them into the computer system; accurately process and compile all necessary paperwork; print work orders and Bills of Lading for the warehouse supervisor; run daily and weekly reports to manage open orders; manage backorders by communicating with purchasing regarding incoming inventory; update and maintain detailed spreadsheets used by multiple departments; maintain a list of special customer requirements regarding shipments and deliveries. Customer Interaction: Regularly interact with customers over the phone to provide support, answer questions, provide pricing information, and upsell to generate increased sales; resolve customer concerns or elevate them to appropriate sales or management personnel; update and send quotes based on feedback from the sales team. Sales Support: Provide the sales team with growth opportunities or new sales leads; coordinate between purchasing and sales on requests for stock status, pricing, and lead time; maintain an excellent working knowledge of product names and end uses. 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, and Los Angeles County Fair Chance Ordinance. #J-18808-Ljbffr

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Jobcon Logo Position Details

Posted:

Mar 12, 2026

Reference Number:

14660_9373BF5DB1B19075A5C07082DA523DF3

Employment:

Full-time

Salary:

Not Available

City:

Placentia

Job Origin:

APPCAST_CPC

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We are seeking a Customer Service Representative to serve as the first point of contact for customers, managing orders, providing status updates, handling inquiries, and supporting sales efforts. The role requires processing orders, preparing paperwork, coordinating shipments, resolving complaints, and maintaining accurate records across several departments. Qualifications Bachelor's degree from an accredited college or university. 3-5 years of customer service experience, with at least 2 years in a professional business environment, preferably in B2B settings. Exceptional telephone and written communication skills. Responsibilities Order Entry and Processing: Receive customer orders via phone or e‑mail and enter them into the computer system; accurately process and compile all necessary paperwork; print work orders and Bills of Lading for the warehouse supervisor; run daily and weekly reports to manage open orders; manage backorders by communicating with purchasing regarding incoming inventory; update and maintain detailed spreadsheets used by multiple departments; maintain a list of special customer requirements regarding shipments and deliveries. Customer Interaction: Regularly interact with customers over the phone to provide support, answer questions, provide pricing information, and upsell to generate increased sales; resolve customer concerns or elevate them to appropriate sales or management personnel; update and send quotes based on feedback from the sales team. Sales Support: Provide the sales team with growth opportunities or new sales leads; coordinate between purchasing and sales on requests for stock status, pricing, and lead time; maintain an excellent working knowledge of product names and end uses. 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, and Los Angeles County Fair Chance Ordinance. #J-18808-Ljbffr

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