Bilingual Client Accounts Receivable Specialist I - (English/Spanish)

TreviPay•Overland Park, KS

29d•Onsite

About The Position

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. The Bilingual Client AR Specialist I 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.

Requirements

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
Attention to detail
Listens with empathy
Good problem-solving and critical-thinking skills
Good analytical skills
Proficient in Microsoft Office Suite, with strong skills in Excel and Word
Familiar with Salesforce
Adaptable and fast adopter of TreviPay in-house IT systems

Nice To Haves

1-2 Years of experience highly preferred

Responsibilities

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
Professional proficiency in English and Spanish (spoken and written) required