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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service skills with a focus on B2B collections and accounts receivable management. Proficient in utilizing CRM systems and Microsoft Office Suite, particularly Excel and Word, while effectively communicating with clients and internal teams.
Highest-signal resume keywords
B2B CollectionsCustomer ServiceCRM ProficiencyMicrosoft ExcelBilingual English/Spanish
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Accounts ReceivableData EntryAccount ReconciliationProcess ImprovementKPI Management
Soft Skills
Strong Communication SkillsProblem-SolvingAttention to DetailEmpathyMulti-Tasking
Tools & Technologies
SalesforceMicrosoft Office Suite
Industry Keywords
B2B ProgramsStandard Operating ProceduresCustomer InteractionOperational EfficiencyStakeholder Engagement
About the role
Key responsibilities & impact- Work on collections and accounts receivable duties within TreviPay’s B2B programs
- Interact with internal teams and external clients, customers, and merchants
- Provide direct customer support and support the Client Accounts Receivable team
- Facilitate TreviPay’s Standard Operating Procedures to support B2B collection efforts
- Record customer interaction details, comments, and complaints in the CRM system
- Provide customer service via phone, email, and meetings
- Answer incoming calls, make outbound calls, and respond to customer inquiries
- Meet or exceed departmental KPIs, quality expectations, and productivity expectations
- Respond to payment history and open invoice requests and navigate core systems
- Identify root causes and independently resolve complex issues
- Manage relationships with strategically significant customers
- Perform ad hoc account reconciliations
- Guide customers and clients on streamlining processes for operational efficiency
- Facilitate or lead stakeholder conference calls
- Participate in process and efficiency improvement projects
- Provide feedback and collaborate on training and process documentation
- Support other programs, teams, and markets as needed, including liaison with external customer support agencies and internal liaisons
Requirements
What you’ll need- 1-3 Years of experience highly preferred
- High School/College/bachelor’s degree 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
- Proficient in Salesforce
- Adaptable and fast adopter of TreviPay in-house IT systems
- English/Spanish bilingual ability indicated by the job title
Benefits
Comp & perks- 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
- Reasonable accommodation for individuals with disabilities during the application and/or interview process
