Customer Service Representative - B2B & Lead Generation

Custom Fabricating & Supplies•Brea, CA

About The Position

Custom Fabricating & Supplies (CFS) is seeking a motivated, customer-focused Customer Service Representative for a role combining customer service with proactive lead generation in a B2B manufacturing environment. The representative serves as a key contact for customers and prospective clients, supports existing accounts, prepares quotes and processes orders, responds to inquiries, and identifies potential business opportunities. The role also involves researching prospects, conducting outbound outreach, and qualifying opportunities for the Outside Sales team to develop and close. The position collaborates with Sales, Operations, Purchasing, Estimating, and Engineering to help customers find suitable solutions. The ideal candidate enjoys assisting customers, solving problems, building relationships, and identifying new opportunities, while balancing excellent customer support with consistent prospecting.

Requirements

At least 3 years of experience in customer service, inside sales, lead generation, or a related role.
Comfort conducting outbound prospecting and follow-up calls to identify business opportunities.
Strong communication and relationship-building skills.
Ability to engage prospective customers, ask effective questions, and uncover business opportunities.
Excellent problem-solving abilities and attention to detail.
Ability to manage multiple priorities in a fast-paced environment.
Positive attitude, professional demeanor, and willingness to learn.
High school diploma or equivalent.

Nice To Haves

Experience using ERP and/or CRM systems.

Responsibilities

Serve as a primary point of contact for customers and prospects.
Build and maintain relationships with existing and potential customers.
Prepare quotes, process orders, and maintain accurate customer information.
Respond to customer inquiries and resolve concerns professionally and promptly.
Coordinate with internal departments to help ensure products and services are delivered on time.
Gather customer requirements and help identify suitable solutions for their applications.
Maintain accurate records in ERP and CRM systems.
Research and identify prospective manufacturing and industrial customers.
Conduct outbound cold calls and email outreach to introduce CFS products and services.
Engage decision-makers to identify needs, gather information, and qualify opportunities.
Schedule appointments, introductions, and follow-up conversations for the Outside Sales team.
Follow up on marketing initiatives, prospect lists, and inbound inquiries.
Maintain a pipeline of qualified prospects and business opportunities.
Support company growth objectives through prospecting, outreach, and customer engagement.