Customer Service Representative; Pleasanton

Job Category
:
Operations

Requisition Number
: CUSTO
002153

• Full-Time

Pleasanton, CA , USA

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.
• Comfor…