CRM Administrator HWP
Harwich, MA (On-site)
$25/hr – $32/hrFull time
Posted 2 months ago
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Job Description
Benefits:
- 401(k) matching
- Competitive salary
- Dental insurance
- Health insurance
- Opportunity for advancement
- Paid time off
- Training & development
- Vision insurance
This position requires a proactive and highly organized CRM & Operations Systems Administrator to manage and optimize our FieldEdge CRM, Sortly inventory platform, job costing, and purchasing systems. This cross-functional role is essential to improving business operations across service, inventory, finance, and admin functions. Ideal candidates are detail-oriented, tech-savvy, and capable of balancing both systems management and hands-on operational support.
The essential functions include, but are not limited to the following:
FieldEdge CRM Administration
- Serve as the primary administrator for FieldEdge: manage workflows, user access, customer/job records, and reporting.
- Customize service types, billing rules, and job workflows to align with business needs.
- Train office and field staff on CRM best practices and usage.
- Build and run reports to track technician performance, job progress, and customer engagement.
Sortly Inventory Management
- Maintain the Sortly inventory system across service trucks and warehouse(s).
- Enforce inventory control procedures: item scanning, tracking, minimum stock levels, and labeling.
- Coordinate with purchasing and field teams to ensure material accuracy and availability.
Job Costing & Reporting
- Ensure accurate job costing by linking labor, materials, and expenses to service jobs.
- Reconcile data between FieldEdge, Sortly, and accounting systems.
- Create profitability and margin reports by job or department.
- Support leadership with operational data to guide decision-making.
Purchasing & PO System Management
- Manage day-to-day purchasing operations, including sourcing, ordering, and vendor coordination.
- Lead the implementation of a Purchase Order (PO) system for inventory and materials.
- Track purchase orders from creation through fulfillment and receiving.
- Maintain positive vendor relationships and evaluate supplier performance.
Dispatch Support (As Needed)
- Assist with dispatching technicians during peak times, staff shortages, or emergencies.
- Ensure jobs are scheduled efficiently and updates are communicated to customers and field staff.
- Help optimize technician routes and job stacking for efficiency.
Payroll Backup & Administrative Support
- Serve as a backup for payroll processing, assisting with timecard reviews, reporting, and submission.
- Support administrative tasks related to employee records, hours worked, and field tech pay structure.
- Collaborate with HR and finance on workforce-related processes and reporting.
Requirements
- 3+ years of experience in operations, admin, or systems support within a service industry (HVAC, plumbing, construction, etc.)
- Working knowledge of FieldEdge, Sortly, or comparable software
- Strong experience with job costing, purchasing, and inventory workflows
- Previous experience with dispatch operations and payroll support is a plus
- Highly proficient in Excel or Google Sheets for reporting and reconciliation
- Excellent communication, documentation, and problem-solving skills
- Comfortable working across departments and supporting multiple systems
