Accounts Receivable Specialist II

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 Client Accounts Receivable Specialist II plays a key role in delivering a high‑quality payment experience for TreviPay’s B2B customers. This position supports accounts receivable and collection efforts by partnering closely with clients and internal teams to resolve inquiries, manage outstanding invoices, and ensure timely, accurate payment processing. Ideal for someone early in their career, this role offers hands‑on experience in customer service, financial operations, and problem‑solving within a collaborative, fast‑paced environment focused on excellence, accountability, and continuous improvement.

Duties and Responsibilities  

o   Facilitate the execution of TreviPay's Standard Operating Procedures (SOP) to support B2B collection efforts 

o   Provide an elite customer experience in all interactions via phone, email and meeting, with both internal and external stakeholders 

o   Answer incoming phone calls, make outbound calls, and successfully respond to customer inquiries 

o   Meet/exceed departmental KPI's (past-due rate, 60 %)  

o   Demonstrate the ability to meet/exceed both quality and productivity performance expectations 

o   Respond to customer/client inquiries in an accurate and timely manner  

o   Respond to requests for information, such as payment history and open invoice requests, and navigate core systems as needed  

o   Demonstrate the ability to solve for root cause, helping to set customers up for future success 

o   Manage relationships with large, strategically significant customers requiring frequent contact and a strong partnership 

o   Demonstrate proficiency in solving complex problems by both identifying root cause and independently taking steps to resolve the issue and prevent future occurrences  

o   Perform adhoc account reconciliations to help determine if payment application or large-scale reconciliation is necessary 

o   Provide customers/clients with guidance on how to streamline their processes for operational efficiency 

o   Facilitate/lead conference calls with stakeholders as needed  

o   Participate in projects designed to improve organization processes or improve efficiencies  

o   Provide feedback and collaborate with other team members to improve training and documentation for processes and procedures 

o   Available to pivot to both other programs, teams, and markets as needed 

Qualifications 

Competencies/Skills 

o   Ability to multi-task and make routine decisions   

o   Ability to work quickly and accurately simultaneously  

o   Ability to meet deadlines  

o   Customer-centric focus and professional demeanor   

o   Strong communication skills including writing, speaking and active listening   

o   Positive attendance, dependability, and reliability   

o   Proven ability to assess, prioritize, and balance daily workload 

o   Attention to detail  

o   Listens with empathy 

o   Good problem-solving and critical-thinking skills  

o   Good analytical skills  

o   Proficient in Microsoft Office Suite, with strong skills in Excel and Word 

Years of Experience 

o   1-3 years of experience preferred 

Education

o   High School/ College/ Bachelor Degree preferred 

Why you will love working at TreviPay

·       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

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

TreviPay is an Equal Opportunity and Affirmative Action Employer.  We welcome all veterans and disabled applicants.

Individuals with disabilities will be provided reasonable accommodation to participate in the job application and/or interview process. Please contact Recruiting@trevipay.com to request an accommodation.