Customer Concierge Associate I

TreviPay•Overland Park, KS
•Onsite

About The Position

The Customer Concierge Associate I provides foundational customer and operational support for Premier programs. This role focuses on learning TreviPay products, processes, and service standards while delivering consistent, high-quality support experiences.

Requirements

  • 1–3 years of experience in Customer Support, Operations, or a related role.
  • Strong customer service mindset and communication skills.
  • Willingness to learn financial and operational concepts.
  • Basic problem-solving and analytical abilities.
  • Ability to follow processes and work effectively within a team.

Nice To Haves

  • Bachelor's Degree preferred or equivalent relevant experience

Responsibilities

  • Respond to inbound customer emails and calls with professionalism, empathy, and accuracy.
  • Support basic customer inquiries related to invoices, payments, account status, and disputes using documented procedures.
  • Escalate complex or high-impact issues to senior team members with clear documentation and context.
  • Ensure all customer interactions are accurately logged and documented.
  • Assist in researching customer issues and gathering required information to support resolution.
  • Learn First Contact Resolution (FCR) principles and support resolution efforts led by senior specialists.
  • Follow established service standards to deliver a consistent and positive customer experience.
  • Complete assigned operational tasks related to receivables, disputes, and payment processing.
  • Review basic reports or dashboards to understand account activity and trends.
  • Maintain attention to detail to ensure data accuracy and compliance.

Benefits

  • Competitive salary
  • Paid parental leave
  • Generous paid time off
  • Medical, dental, vision, FSA, Life/AD&D, long and short term disability
  • 401K matching
  • Employee referral program
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