Operations Specialist

We are adding an Operations Specialist to our Field Services team. Reports to the Operations Manager and works with dispatch, purchasing and billing every day. Hybrid. You will need to be in Houston at least two days per week.

In this role you will:

• Process purchase orders and match packing slips to invoices
• Prepare job packets with drawings, permits and customer information
• Confirm appointments with customers and send updates on delays
• Schedule jobs and service appointments in ServiceTitan or a similar system
• Order parts and materials and confirm delivery dates with vendors
• Support the operations manager with special projects and audits

Required qualifications:

• 6+ years of experience in operations, logistics, dispatch or office administration
• Calm when the schedule changes several times a day
• Comfortable on the phone with customers and vendors

Perks and benefits:

• Medical, dental and vision insurance
• 401(k) with 4% match
• Three weeks of PTO to start
• Annual bonus

About the company:

Most of the day-to-day work involves portfolio rebalancing, tax-loss harvesting and quarterly reviews.

Bramwell Planning Group is an Equal Opportunity Employer, including disability and protected veteran status.

We are unable to sponsor visas for this position.

Start: Flexible.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Bramwell Planning Group LLC.