Customer Retention & Quoting Specialist

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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.

• 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 (Cal Mapp, 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.

• Experience in customer service, sales support, or quoting preferred.
• 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.

• 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

• 40 hour work week
• Monday to Friday