Hybrid Operations & ERP Specialist

Socket.dev; Phoenix (AZ); Hybrid; USD 59,000 - 72,000; Full time

Benefits offered by this job

PTO

401(k) with matching program

Medical insurance

Dental insurance

Vision insurance

Health savings account

Life insurance

Job summary

Jacuzzi Bath Remodel is seeking a Business Operations Specialist to support our National Field Service team. This role ensures seamless order fulfillment, accurate financial management, and optimized customer journeys by coordinating ERP and CRM systems.

You will work hybrid in Phoenix, AZ, approve orders, manage inventory, payments, and reporting, and collaborate with internal and external stakeholders to drive efficiency and service quality.

Qualifications

• 3+ years in business administration or operations support.
• Experience in home improvement industry preferred.
• Able to relate with all levels of employees and customers.
• Proficient in Microsoft Office (Word & Excel).
• Experience with ERP/CRM systems.

Responsibilities

• Approve customer orders, allocate inventory to ensure availability, and record and reconcile customer payments in the ERP system to maintain accurate financial and operational records.
• Use Salesforce Lightning to update and track customer post-installation project progress through rework/service completion, ensure consistency in the customer journey, and generate reports on engagement and project timelines.
• Oversee Service Team payables and timely invoice processing, manage accounts receivable by monitoring payment statuses and following up on overdue payments, and prepare financial reports on AP/AR performance.
• Align order fulfillment with inventory and service capacity, proactively resolve discrepancies in orders, payments, or inventory allocation, and support smooth operational workflows.
• Identify inefficiencies in ERP and CRM processes, propose and implement improvements, ensure compliance with company policies and regulations, and train team members to effectively use these systems.
• Processing warranty claims and submitting to internal Jacuzzi Warranty Team.
• Provide clear updates on order status, inventory challenges, and payment collections, develop actionable insights for management, and act as a liaison between internal teams and external stakeholders.

Skills

Communication

Inventory management

Office software proficiency

Tools

Salesforce Lightning

ERP systems

Job description

Jacuzzi Bath Remodel is seeking a Business Operations Specialist to support our National Field Service team. This role ensures seamless order fulfillment, accurate financial management, and optimized customer journeys by coordinating ERP and CRM systems.

You will work hybrid in Phoenix, AZ, approve orders, manage inventory, payments, and reporting, and collaborate with internal and external stakeholders to drive efficiency and service quality.