Inventory Specialist

Must have 3+ yrs experience in inventory management
Strongly prefer service titan or sage experience (software) -if youre able to provide knockout questions these would be great.
Position Summary
The Inventory Specialist is responsible for overseeing all inventory operations for a plumbing service operation. This role ensures accurate tracking, purchasing, receiving, and distribution of materials, tools, and equipment using Service Titan and Sage systems. The Inventory Specialist will maintain optimal stock levels, minimize shrinkage, and support field technicians with timely and accurate inventory fulfillment.
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

Systems Management (Service Titan & 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

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