Client Accounts Receivable Specialist I

New
T
TreviPayB2B payments
Remote - Costa RicaFull-TimeEntry
Salary not disclosed
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Job Details

Experience
0-1 years of experience preferred
Required Skills
Microsoft ExcelCustomer serviceActive listening

Requirements

  • 0–1 years of experience preferred.
  • High school, college, or bachelor’s degree preferred.
  • Proficiency with Windows applications, including Outlook, intermediate Word, and Excel.
  • Ability to multitask and make routine decisions.
  • Ability to work quickly and accurately at the same time.
  • Ability to meet deadlines.
  • Customer-centric focus and a professional demeanor.
  • Strong written and spoken communication and active listening skills.
  • Ability to assess, prioritize, and balance daily workload.
  • Attention to detail.
  • Dependability and reliability.

Responsibilities

  • Follow TreviPay's Standard Operating Procedures to support B2B collection efforts.
  • Provide customer service to internal and external stakeholders by phone, email, and meetings.
  • Answer incoming calls, make outbound calls, and respond to customer inquiries.
  • Respond accurately and promptly to customer and client requests.
  • Provide information such as payment history and open invoice details, navigating core systems as needed.
  • Identify root causes and help customers prepare for future success.
  • Meet or exceed departmental KPIs, including past-due rate targets.
  • Meet quality and productivity expectations.
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