Customer Retention & Quoting Specialist

JM Test Systems is hiring a Customer Retention & Quoting Specialist

Job Summary
The Customer Retention & Quoting Specialist supports and retains customers within a designated region by providing a seamless experience in equipment maintenance and quoting processes. This role serves as the primary point of contact for inquiries, requests, and concerns, with a focus on building strong relationships, ensuring customer satisfaction, and driving retention and growth.

Key Responsibilities

• Build and maintain strong customer relationships to support retention and satisfaction.
• Follow up on upcoming or overdue calibrations and safety testing.
• Respond quickly to customer inquiries and prepare accurate quotes.
• Maintain accurate customer records in CRM, including contact details, equipment, and service history.
• Track customer activity to identify growth opportunities or risks.
• Log and report customer complaints in line with company procedures.
• Collaborate with internal teams to resolve issues and ensure a seamless customer experience.

Education & Qualifications

• High school diploma or equivalent required
• Strong customer service and communication skills (written and verbal)
• Highly organized, detail-oriented, and able to multitask in a fast-paced environment
• Proficient in Microsoft Office; CRM experience preferred
• Ability to build positive relationships with customers and vendors

Benefits

• Stability and growth opportunities
• Medical, Dental, and Vision insurance
• HSA with employer contribution
• 401(k) with company match
• Paid Vacation, Sick, Birthday, and Holiday leave
• Employer-paid Life Insurance