Accounts Receivable Specialist II

Role Overview

• 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 successfully 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
• 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 adhoc 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 efficiencies
• Provide feedback and collaborate 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

Requirements

• 1-3 years of experience preferred
• 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
• High School/ College/ Bachelor Degree preferred

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