CSR and Inventory Specialist (Hiring Immediately)

Job Title: Inventory Specialist and Backup Customer Service Representative Department: Operations / Warehouse Reports To: Operations Manager Pay Range: $16-18 / Hour Position Summary The Inventory Specialist is responsible for overseeing all inventory & purchasing for a HVAC operation. This role ensures accurate tracking, purchasing, receiving, and distribution of materials, tools, and equipment using Service Titan and/or Sage systems. The Inventory Specialist will maintain optimal stock levels, minimize shrinkage, and support field technicians with timely and accurate inventory fulfillment. You will also be a customer service representative where you will assist in answering the telephone and assisting customers with their needs. Key Responsibilities Inventory Management * Maintain accurate inventory levels across warehouse and service vehicles * Monitor stock usage trends and place orders accordingly * Perform regular cycle counts and full physical inventory audits * Investigate and resolve inventory discrepancies * Maintain proper min/max levels and reorder points * Backup on answering phones and other CSR duties Systems Management (Service Titan &/or Sage) * Ensure accurate item setup, pricing, and cost tracking in Service Titan * Maintain synchronization between Service Titan and Sage * Process purchase orders, receipts, and vendor invoices in Sage * Generate and analyze inventory and usage reports * Ensure proper job costing and material allocation * Transactions for purchase orders, receipts Purchasing & Vendor Management * Source and negotiate with suppliers for best pricing and availability * Create and manage purchase orders * Track shipments and resolve vendor discrepancies * Maintain strong vendor relationships Warehouse Operations & Team Leadership * Establish and enforce warehouse procedures and safety standards * Ensure proper organization, labeling, and storage of materials * Coordinate daily material staging for service calls and installations * Improve workflow efficiency and warehouse layout Field Support * Coordinate with service managers and technicians to ensure truck stock accuracy * Implement and manage truck restocking procedures * Support emergency material requests Qualifications * 3+ years of inventory or warehouse management experience (plumbing/HVAC industry preferred) * Experience with Service Titan and/or Sage preferred * Strong understanding of job costing and inventory accounting principles * Proficiency in Excel and inventory reporting * Strong organizational and problem-solving skills * Ability to lift up to 50 lbs. and work in a warehouse environment Key Competencies * Attention to detail * Analytical thinking * Leadership and team development * Process improvement mindset * Strong communication skills * Accountability and ownership Performance Metrics * Inventory accuracy rate * Shrinkage reduction * On-time material availability for technicians * Warehouse organization and safety compliance * Purchase cost control and margin protection Compensation details: 16-18 Hourly Wage PI304a73c88bf8-38003-41621811