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Client Accounts Receivable Specialist I
hace 2 semanas
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.General Summary:
This position 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.
Principal Duties and Responsibilities for Client Accounts Receivable Specialist I
- Establish a working relationship with our customers by communicating via mail, telephone, or personally with customer or company employee by performing the following duties.
- Interact with business customers to resolve outstanding receivable issues
- Make daily business to business collection calls
- Conduct account research and analysis
- Prepare and maintain various reports
- Maintain an accurate aging report
- Identify and execute necessary account adjustments
- Send aging details to outstanding customers
- Responsible for tracking and resolving outstanding payment issues
- Provide exceptional customer support while resolving outstanding receivables
- Route escalated requests and unresolved issues to the appropriate team members (e
g:
tier 2 or 3 or Leadership)
- Record customer interaction details, comments, and complaints within the CRM system
- Required to meet or exceed department metrics, program Service Level Agreements and department Service Level Standards
- Actively participate in learning sessions
- Provide feedback and collaborate with other team members to improve training and documentation for processes and procedures
- Demonstrate professionalism: Maintain accountability, promote respect, stay workfocused, be punctual, demonstrate positive attitude
- Participate in skip level meetings with Leadership to provide team, personal and program feedback; system program and role recommendations for improvements; requests for resources/tools for role, program, and system; effectively communicate needs from Leadership
- Accept the need for change and adapt positively to internal and external changes
- Provide feedback and assistance for processes and procedures for new program implementations
- 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 opendoor policy which means your voice will always be heard
- A robust Employee Referral program
At TreviPay we believe:
- in saying yes to unique and challenging requirements
- empowered team members are creative team members
- our products make the customer's day just a little bit better
- work/life balance makes us all more effective
- #LI-TG1_
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