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Inventory and Credit Specialist

Jackson Family Wines
Santa Rosa, CA Full Time
POSTED ON 8/5/2025 CLOSED ON 9/3/2025

What are the responsibilities and job description for the Inventory and Credit Specialist position at Jackson Family Wines?

Description

Position at Regal Wine Company

Position Title: Inventory and Credit Specialist

Department: Regal Wine Company Finance

Reports to: Purchasing Manager

The Inventory and Credit Specialist role will report to the Purchasing Manager and is based out of our Santa Rosa office. The primary tasks of the I & C Specialist position are: Setting up and maintaining items in the ERP system, reviewing and managing inventory levels under the supervision of the Purchasing Manager, learning and backfilling for inventory and credit roles in the department, reviewing and researching inventory exceptions, setting up new customer accounts, and sending delinquency notices to customers that are past due.

ESSENTIAL DUTIES/RESPONSIBILITIES:

  • New item set up and item maintenance in JDE.
  • Act as a backup for receiving inventory.
  • Review and manage burn reports for inventory monitoring.
  • Work on replenishing inventory with the Purchasing Manager.
  • Work with delivery warehouse, customer service and outside sales force on inventory hold issues and concerns.
  • Review & research daily delivery exceptions and shorted orders due to inventory/warehouse discrepancies.
  • Send out delinquency notices to customers that are past due.
  • New account setup and maintenance.
  • Assist with other tasks and departments as needed.

JOB REQUIREMENTS:

  • Strong computer skills, proficient in Microsoft Office, especially Excel.
  • Strong organizational, problem-solving, and analytical skills.
  • Ability to handle multiple priorities and heavy workflow.
  • Excellent attention to detail and comfortable working with numbers.

WAGE TRANSPARANCY:

The base pay for this role ranges from $23.19 - $28.11 - $33.03 hourly. Compensation will be determined by candidate experience, skills, and location.

BENEFITS:

  • Health insurance – medical, dental, vision, disability, and life insurance
  • 401k with employer match
  • Generous time off including vacation, holidays, and paid health time
  • Paid volunteer time
  • Learning & Development Opportunities
  • Modern Health virtual mental health & coaching visits
  • Wine Discounts

Jackson Family Wines is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected by applicable law. All employment decisions are based on merit and business needs.

Salary : $23 - $33

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