Sales Representative

Job Description

Job Description

TRC is partnering with a growing U.S. operations team within a manufacturing and distribution-focused organization seeking a versatile finance and customer-facing professional. This hybrid role blends accounting oversight with customer service and order management, supporting both financial integrity and a high-quality client experience.

This position serves as a dual-function Controller and Customer Service Representative, responsible for managing core accounting operations while also acting as the primary customer contact for order processing and post-sales support. The role requires strong financial acumen, operational discipline, and the ability to manage customer relationships and transactional workflows in a fast-paced environment.

• Manage day-to-day accounting operations using QuickBooks and CRM/ERP systems

• Maintain accurate financial records including AR, AP, invoicing, and collections

• Perform bank reconciliations, expense tracking, and cash flow monitoring

• Prepare monthly, quarterly, and annual financial reports

• Ensure compliance with internal financial controls and reporting standards

• Support budgeting and forecasting processes

• Coordinate with external accountants or headquarters teams as needed

• Manage customer credit terms and enforce financial policies

• Serve as primary contact for customer inquiries via phone and email

• Process customer orders, generate quotes, and confirm delivery timelines

• Coordinate logistics, shipping, and carrier communication for timely delivery

• Manage after-sales support including returns, warranties, and issue resolution

• Maintain accurate customer records within CRM systems

• Collaborate with sales teams to support customer retention and business growth

• Bachelors degree in Accounting, Finance, Business Administration, or related field

• 37+ years of experience in accounting, finance, or controller-level responsibilities

• Strong proficiency in QuickBooks and Microsoft Excel

• Experience with CRM/ERP systems (Microsoft Dynamics 365 preferred)

• Background in manufacturing, distribution, or industrial environments preferred

• Strong attention to detail and financial accuracy

• Ability to manage multiple priorities independently

• Strong communication and customer service skills

• Professional, team-oriented mindset with operational discipline

• Comfortable balancing financial oversight with direct customer interaction

TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. At TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.