Customer Retention & Quoting Specialist jobs in United States
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JM Test Systems, LLC. ยท 2 months ago

Customer Retention & Quoting Specialist

JM Test Systems is seeking a proactive Customer Retention & Quoting Specialist to support customers within an assigned region by managing recalibration follow-ups, preparing quotes, and ensuring a seamless customer experience. This role is ideal for someone who is detail-oriented, customer-focused, and comfortable with phone/email communication.

EnergyManufacturingRenewable Energy

Responsibilities

Contact customers about upcoming or overdue equipment recalibrations and safety testing
Respond to customer inquiries and prepare accurate service quotes
Support Outside Sales Representatives with quoting needs
Maintain customer records in CRM and update equipment/service details
Use internal tools (CalMapp, CRM) to identify overdue equipment and track follow-ups
Log customer interactions and maintain detailed communication history
Document and submit customer complaints in the Concern Log; escalate issues when needed
Collaborate with internal teams to ensure timely and accurate service

Qualification

Customer service experienceSales support experienceQuoting experienceMicrosoft Office proficiencyCRM systems proficiencyMultitasking abilityCommunication skillsOrganizational skillsDetail-oriented

Required

Strong communication and organizational skills
Comfortable managing follow-up calls and maintaining customer relationships
Proficient with Microsoft Office and CRM systems (or willing to learn)
Detail-oriented with the ability to multitask in a fast-paced environment

Preferred

Experience in customer service, sales support, or quoting preferred

Benefits

Medical, Dental, and Vision Insurance
HSA with Employer Contribution
401(k) with Company Matching
Paid Time Off: Vacation, Sick Leave, Birthday, and Holidays
Employer-Paid Life Insurance

Company

JM Test Systems, LLC.

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JM Test Systems, a full service metrology lab founded in 1982, provides NIST Traceable calibration and repair for electronic test instruments, as well as dimensional and mechanical test equipment.

Funding

Current Stage
Growth Stage
Total Funding
unknown
2023-02-28Acquired
Company data provided by crunchbase