Inventory Specialist

**Job Title: Inventory Specialist** **Department:** Operations / Warehouse **Reports To:** Operations Manager **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