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$76k–$102k/yr
Full-time
bachelor degree
Health insurance, Dental insurance, Vision insurance, 401(k), Life insurance, Short-term disability
Posted 41d ago
~40 hrs/week
Responsibilities
The role involves managing customer accounts, handling order fulfillment, and coordinating with internal operations and sales teams. Responsibilities include setting up new accounts, preparing quotes, managing forecasts, and overseeing the RMA process.
Requirements
Candidates must hold a bachelor's degree in Business, Marketing, Mathematics, or Accounting and possess at least two years of relevant experience. Proficiency in advanced Excel and experience with ERP or CRM systems are required, along with US citizenship or permanent residency status.
Full job description
Job Title:
Sr. Customer Service Representative
Reporting to:
Director, Purchasing
Location:
San Jose, California
Job Site:
On-Site
Job Description Revision Date:
August 3, 2026
About us:
We know what it takes to be a key partner in life science and medical industries. Since 2002, Gener8 has guided our customers by turning their innovative concepts into reality by providing engineering design services and manufacturing complex instruments, software, and consumables. Our customers are striving for breakthroughs in research instruments and medical diagnostic and surgical devices that will help scientists and medical professionals understand patient conditions and provide better treatment. Gener8 has offices in San Jose and Carlsbad, CA, Wilmington, MA, Indianapolis, IN and Cartago, Costa Rica.
This role will be responsible for engaging customers for our manufacturing products. Will handle daily administration tasks, interacting with customers and internally with Gener8 operations and sales. The key focus of the role is to engage with our customers buyers and operations team to better serve their ordering and fulfillment needs.
Job Responsibilities include:
Setting up new customers
G8 new customer form supplied to accounting
Set up customer account in QAD
Update customer code listing with new customers
Provide customers with our W9 and Payable Info
Provide customers with ISO/ROHS certs
Assist in filling out supplier questionnaires
Quoting (will receive help from VP Sales and Dir. Purchasing)
Quoting manufacturing products
Quoting manufacturing tooling, calibration, or test fixtures
Quoting service parts
Quoting Arena Doc Control Customer Licenses
Quoting time and material projects relating to manufacturing improvements
Quote RMA repair costs
Maintain Quote log
Quotes for new Engineering Services are the responsibility of Sales
Quotes for NPI projects are the responsibility of the NPI group Forecasting
Requesting and managing the customer forecasts
Notify sales and operations team with large changes
Negotiate push in and push out requests for changes to the delivery schedule whether originating from the customer or our Ops Team.
Updating customers on shipment status
Attend production backlog meetings as needed
Provide packing slips and copies of invoices if requested
Hosting customer status meetings as needed
Entering Purchase requisitions into QAD ERP to transfer material
Backup Responsibilities:
Order Entry
Entering manufacturing customer purchase orders
RMA
Create RMA in RMA tracker
Receive the RMA form from the customer
Transfer to the RMA coordinator
Update QAD with repair/replacement schedule
Request credit if needed
Host weekly RMA meeting
Education:
Bachelor’s degree in Business, Marketing, Mathematics or Accounting
Minimum 2 years’ experience in a similar field
Advanced Level Excel skillset
Excellent communication skills
Experience with CRM, Salesforce.com, ERP (SAP, Oracle)
Gener8 values diversity in our workplace. Our company provides equal opportunity for employment to qualified applicants based on experience and the ability to do the available work, without regard to race, religion, color, age, sex/gender, sexual orientation, national origin, gender identity, disability, marital status, veteran status, genetic information, ancestry, or any other status protected by law. We are committed to compliance with all fair employment practices regarding citizenship and immigration status.
We are an Everify Employer. Due to the nature of our projects, you must be a US Permanent Resident or a US Citizen for consideration.
Company Benefits:
Health, Dental and Vision insurance; 401(k); Life insurance; STD, LTD; Flexible spending account, Health savings account; Paid time off; Employee discounts, Referral program.
Gener8, LLC is an independent professional consultancy practice connected by shared ownership and management philosophy specializing in Intelligent Medical Marketing Solutions designed to advance and differentiate client provider organizations among their peers.
Offices: San Antonio, US
Provider RelationsMarketing StrategyReferral Developmentand Medical Communications