Sales Representative

Location: Waukesha, WI
Salary: $60,000 per year (Starting, based on experience)
Job Type: Full-Time, Hybrid (Finance & Operations)

Position Summary:
We are seeking a highly organized and detail-oriented professional to fill a dual-function role as a Controller and Customer Service Representative. This position is ideal for a candidate who possesses a strong background in accounting and financial oversight but also enjoys direct customer interaction and order management. You will serve as a key point of contact for our U.S. operations, ensuring financial compliance and a seamless experience for our clients from order placement through post-sales support.

Key Responsibilities:

Financial & Controller Functions:

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

• Maintain accurate financial records, including accounts receivable, accounts payable, invoicing, and collections.

• Oversee expense tracking, bank reconciliations, and cash flow monitoring.

• Prepare monthly, quarterly, and year-end financial reports.

• Ensure adherence to corporate financial controls and internal reporting standards.

• Support budgeting and forecasting activities and coordinate with external accounting partners or headquarters as needed.

• Manage credit terms and ensure compliance with company financial policies.

Customer Service & Order Management:

• Act as the primary point of contact for customer inquiries via phone and email.

• Process and manage customer orders, providing accurate quotes and confirming delivery timelines.

• Coordinate logistics and shipping with warehouses and carriers to ensure timely delivery.

• Handle after-sales support, including addressing customer concerns and managing returns or warranty claims.

• Maintain and update customer data within the CRM system to ensure accurate communication and reporting.

• Collaborate with the sales team to support business growth and customer retention.

Qualifications:

• Education: Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.

• Experience: 3–7 years of experience in accounting, finance, or controller-level responsibilities.

• Technical Skills: Strong proficiency in QuickBooks and Microsoft Office (especially Excel). Experience with CRM systems (such as Microsoft Dynamics 365) is a significant plus.

• Industry Knowledge: Previous experience in manufacturing, distribution, or industrial equipment industries is preferred.

• Communication: Excellent verbal and written communication skills with a high standard of professional service.

• Attributes: High attention to detail, ability to manage multiple priorities independently, and a collaborative, team-oriented mindset.

What We Offer:

• Competitive salary of $60,000 per year, commensurate with experience.

• Comprehensive benefits package including health, dental, and vision.

• Retirement savings plan with company contribution.

• Paid time off (PTO) and paid holidays.

• A stable, professional work environment within a growing organization.