Client Accounts Receivable Specialist

hace 1 semana

San José, Costa Rica TreviPay A tiempo completo

At TreviPay, we help clients grow by streamlining B2B payments through a combination of innovative technology, service expertise, and working capital to improve their customer’s experience and free up funding for growth. We facilitate $6 billion in transactions per year in 18 currencies for customers in more than 27 countries. We specialize in payment and credit management for B2B companies across the globe, setting the stage for the future of omni-channel B2B payments by extending terms, handling invoicing and managing collections. We take care of our clients by taking care of their customers.

Every day, TreviPay employees are challenged and empowered in a supportive, collaborative, entrepreneurial environment.
- ** Bilingual - Fluent English/Spanish (Written and Verbal)**

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 work-focused, 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

Why you will love working at TreviPay
- Competitive salary
- Generous paid time off
- Medical, dental, vision, FSA, Life/AD&D, long and short term disability
- 401K matching
- Casual environment and dress
- 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

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