CSR and Inventory Specialist in Dickson, Tennessee at Clark Heating and Cooling

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