Client Accounts Receivable Specialist I

About the Role

In this role, you will have the opportunity to develop expertise in B2B payment operations and work with a talented team of professionals who are passionate about delivering exceptional results. If you are a motivated and organized individual with a strong attention to detail and excellent communication skills, this could be the ideal role for you.

TreviPay is a global B2B payments infrastructure partner that enables manufacturers, retailers, travel companies, and banks to buy and sell goods and services more efficiently. With a fully managed platform, intelligent apps, and 40 years of buyer intelligence, TreviPay helps buyers buy and sellers grow and get paid faster.

What You Will Do

• Facilitate the execution of TreviPay's Standard Operating Procedures (SOP) to support B2B collection efforts
• Provide an elite customer experience in all interactions via phone, email, and meeting, with both internal and external stakeholders
• Respond promptly and accurately to client inquiries, including payment history and invoice requests, while navigating core systems effectively
• Maintain past-due rate below departmental threshold and consistently achieve productivity targets
• Demonstrate the ability to meet/exceed both quality and productivity performance expectations
• Demonstrate the ability to solve for root cause, helping to set customers up for future success
• Collaborate with finance and client success teams to develop expertise in B2B payment operations
• Develop and maintain a thorough understanding of TreviPay's products and services
• Identify opportunities to improve processes and procedures, and implement changes as needed

What We Are Looking For

• Ability to multi-task and make routine decisions
• Ability to work quickly and accurately simultaneously
• Ability to meet deadlines
• Customer-centric focus and professional demeanor
• Strong communication skills, including writing, speaking, and active listening
• Positive attendance, dependability, and reliability
• Proven ability to assess, prioritize, and balance daily workload
• Proficient knowledge of Windows applications, including Outlook, intermediate Word, and Excel
• Attention to detail
• High school diploma or equivalent required

Nice to Have

• 0-1 year of relatable experience in accounts receivable or a related field
• Experience working in a fast-paced, dynamic environment
• Familiarity with B2B payment systems and processes

Benefits and Perks

• Competitive salary
• Comprehensive benefits package starting day one
• Paid holidays and flexible work options
• Opportunity to work with a talented team of professionals
• Career development opportunities
• Remote work options
• Fun and supportive work environment

• To stand out in this role, be prepared to provide specific examples of your experience with accounts receivable and customer service.
• Familiarize yourself with TreviPay's products and services, and be ready to ask informed questions during the interview process.
• Highlight your proficiency in Excel and other Windows applications, as these skills are essential for success in this role.
• Be prepared to discuss your experience working in a fast-paced, dynamic environment, and how you handle multiple priorities and deadlines.
• When negotiating salary, be sure to research the market rate for this role and be confident in your ask.
• Don't be afraid to ask about opportunities for career development and growth within the company.