Trevipay23d ago

Client Accounts Receivable Specialist II

Overland ParkFull-Time Regularmid

Finance & AccountingOtherAccounts Receivable Specialist

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Quick Summary

Overview

TreviPay, The Pay by Invoice Company™, is the global B2B payments infrastructure partner for manufacturers, retailers, travel companies and banks. With our fully managed platform, intelligent apps,

Technical Tools

Finance & AccountingOtherAccounts Receivable Specialist

TreviPay, The Pay by Invoice Company™, is the global B2B payments infrastructure partner for manufacturers, retailers, travel companies and banks. With our fully managed platform, intelligent apps, and 40 years of buyer intelligence, we help buyers buy, and sellers grow and get paid faster. Enabling more than $8B in global trade annually, TreviPay operates in 35 countries, with offices in Kansas, Mexico City, San Jose CR, Rijswijk NL, and Melbourne AU.

The Client AR Specialist II is for a self-motivated, results-oriented, enthusiastic individual who will work on a variety of collections and AR duties within our B2B programs, to include interacting with internal teams and external clients, customers and merchants. The individual must display a strong sense of urgency, and ownership when handling customer receivable inquiries. This role will provide direct support to customers, as well as the entire Client Accounts Receivable team for their daily responsibilities.

Responsibilities

~2 min read

→Facilitate the execution of TreviPay's Standard Operating Procedures (SOP) to support
→B2B collection efforts. Call-first mindset
→Record all customer interaction details, comments, and complaints within the CRM
→system
→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 successfully respond to
→customer inquiries within expected quality and timeliness measures (based on HEAR
→training).
→Meet/exceed departmental KPI's (past-due rate, 60+% and others as specified)
→Demonstrate the ability to meet/exceed both quality and productivity performance
→expectations
→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
→Manage relationships with large, strategically significant customers requiring frequent
→contact and a strong partnership
→Demonstrate proficiency in solving complex problems by both identifying root cause and
→independently taking steps to resolve the issue and prevent future occurrences
→Perform ad hoc account reconciliations to help determine if payment application or large-scale reconciliation is necessary

→Provide customers/clients with guidance on how to streamline their processes for operational efficiency
→Facilitate/lead conference calls with stakeholders as needed
→Participate in projects designed to improve organization processes or improve efficiency.
→Provide feedback and collaboration with other team members to improve training and documentation for processes and procedures
→Available to pivot to both other programs, teams, and markets as needed, including liaison with external customer support agencies (e.g. WNS) and nominated internal liaisons