Inventory Operations Specialist

Position Summary: The Inventory Operations Specialist is responsible for the accuracy, availability, and operational readiness of all agency inventory. This role owns day-to-day inventory execution including case fulfillment, returns processing, cycle counts, inventory audits, and system reconciliation. The Inventory Operations Specialist plays a critical role in supporting field sales, maximizing inventory efficiency, and ensuring compliance with corporate inventory standards through disciplined processes and data accuracy.

Core Responsibilities: Inventory Fulfillment & Logistics Coordinate and execute inventory requests to support scheduled cases and field needs Assess inventory availability and determine appropriate allocation strategies Pull, stage, ship, or digitally transfer inventory as required Communicate fulfillment status and changes to sales teams in real time Inventory Returns & Processing Manage post-case inventory returns, including tray and bin audits Identify, document, and resolve missing or damaged inventory Ensure accurate digital reconciliation of returned inventory Maintain loaner tray accountability and timely returns Inventory Audits & Reconciliation Perform routine cycle counts and discrepancy investigations Execute monthly expiring inventory reviews and removal processes Support annual agency and team-level inventory audits Ensure records accurately reflect physical inventory locations and status Cross-Functional Collaboration Partner closely with Operations team, field Sales teams, and Sales Leadership Provide clear communication regarding inventory risks, shortages, and discrepancies Support inventory planning for new product launches and demand increases Escalate issues according to defined service levels and governance standards- Communicates with relevant corporate or external parties as needed As Needed Place orders for new inventory by request or as demand changes Build new trays and/or bins as new inventory is procured Run inventory reports to investigate inventory discrepancies Travel to site locations to support both Agency and team-level inventory audits Tools & Systems Inventory Scanners – Cycle counts and audits Microsoft 365 – Outlook, Excel, Teams for communication and reporting Reporting & Collaboration Reports directly to the Director of Operations Works closely with Sales teams, Sales Managers, Operations leadership, and the Agency Owner Serves as a key operational partner ensuring inventory readiness for revenue-generating activity