Client Accounts Receivable Specialist I

Medium; San Jose (CA); Remote; USD 40,000 - 55,000; Full time

Job summary

A technology-driven financial services company is seeking a customer support representative for its B2B payments division. This role focuses on providing excellent service to clients through calls and emails while helping to manage collection efforts. Candidates should have strong communication skills and the ability to handle multiple tasks effectively. Flexible work options and a competitive salary are offered.

Benefits

Flexible work options

Paid holidays

Comprehensive benefits package

Career development opportunities

Qualifications

• Ability to work quickly and accurately.
• Proven ability to assess, prioritize, and balance daily workload.
• 0-1 years of experience preferred.

Responsibilities

• Facilitate B2B collection efforts through SOP execution.
• Provide elite customer experience in all interactions.
• Meet/exceed departmental KPIs.

Skills

Customer-centric focus

Strong communication skills

Ability to multi-task

Attention to detail

Education

High School Diploma or higher

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Overview

At TreviPay, we believe loyalty begins at the payment. Thousands of sellers use our global B2B payments and invoicing network to provide choice and convenience to buyers, open new markets and automate accounts receivables. With integrations to top eCommerce and ERP solutions and flexible trade credit options, TreviPay brings 40 years of experience serving leaders in manufacturing, retail and transportation.

Every day, TreviPay employees are challenged and empowered in a supportive, collaborative, entrepreneurial environment.

Responsibilities

• 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
• Answer incoming phone calls, make outbound calls, and respond to customer inquiries
• Meet/exceed departmental KPI's (past-due rate, 60+%)
• Demonstrate the ability to meet/exceed both quality and productivity performance expectations
• Respond to customer/client inquiries in an accurate and timely manner
• Respond to requests for information, such as payment history and open invoice requests, and navigate core systems as needed
• Demonstrate the ability to solve for root cause, helping to set customers up for future success

Qualifications

• Competencies/Skills
• 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
• Listens with empathy
• Years of Experience
• 0-1 years of experience preferred
• Education
• High School Diploma, Associate, Bachelors, Masters
• Other Information
• Depending upon the region or the client requirements language relevant support might be required

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required.

What is in it for me?

• Work in a friendly and caring company where teamwork is key
• Work with skilled people that are invested in your success and growth
• Remote working is the new normal with flexible work options and paid holidays
• Competitive salary with a comprehensive benefits package starting day one
• Work in a fun environment that promotes creative thinking and a positive attitude
• Career development opportunities
• An open-door policy which means your voice will always be heard
• A robust Employee Referral program