Client Accounts Receivable Specialist

As a Client Accounts Receivable Specialist at TreviPay, your primary responsibilities will include resolving client and customer concerns, managing escalated issues efficiently, and serving as an ambassador for our brand. You'll be tasked with facilitating the collections treatment schedule, which encompasses making daily business-to-business collection calls and executing necessary follow-ups to ensure outstanding receivables are addressed promptly.

To excel as a Client Accounts Receivable Specialist at TreviPay, you'll need a solid background in collections, preferably with at least one year of experience in invoice and payment reconciliation in a B2B setting. Exceptional attention to detail, strong negotiation skills, and effective communication abilities are vital. Furthermore, proficiency in Microsoft Excel and a determination to learn new processes will set you apart in this role.

At TreviPay, we cultivate a supportive and collaborative work culture. We believe in finding a balance between professionalism and having fun, where your voice is always heard. As a Client Accounts Receivable Specialist, you'll be part of a global team focused on helping each other grow and aiming for client success. Additionally, our open-door policy and career development opportunities foster a positive and enriching work environment.

Yes! TreviPay is committed to your success and growth. As a newly appointed Client Accounts Receivable Specialist, you will receive comprehensive training to familiarize yourself with our processes and techniques. We encourage an environment where you can develop your skills and stay ahead of industry trends, ensuring you're well-prepared for the challenges ahead.

TreviPay offers a competitive salary along with a comprehensive benefits package that includes medical, dental, and vision coverage starting from day one, 401K matching, paid parental leave, generous paid time off, and much more. We also emphasize a healthy work-life balance, remote working options, and an enjoyable work environment, making TreviPay a fantastic company to work for.

When discussing your experience with collections in a B2B environment, highlight specific instances where you successfully managed receivable issues, detailing the strategies you employed and the outcomes. Emphasize your ability to navigate difficult conversations while maintaining professionalism and a positive relationship with clients.

Explain how you assess the urgency of each issue by looking at factors like the outstanding balance, client relationship, and due dates. Discuss your methods for organizing tasks, perhaps mentioning tools or systems you use to track follow-ups and progress on each account.

Use the STAR method (Situation, Task, Action, Result) to share a recent negotiation experience. Focus on your approach to understanding the client's perspective, the tactics you used to empathize and persuade them, and how the conversation ended positively for both parties.

Detail the systems you’ve utilized for invoicing and the methodologies you implement to ensure accuracy. Discuss how meticulous attention to detail and regular audits/reconciliations have played a role in avoiding discrepancies, thereby ensuring smooth collections.

Discuss your calm and structured approach when dealing with escalated issues. Explain how you assess the problem, communicate with the client, and involve internal teams if necessary, ensuring to follow up and provide resolution in a timely manner.

Discuss how exceptional customer service fosters positive relationships and encourages timely payments. Share situations where you went above and beyond to support a client, ensuring they felt valued and understood throughout the collections process, leading to higher satisfaction and retention.

Highlight your proficiency in Excel by discussing your experience with functions like VLOOKUP, pivot tables, and data analysis. Explain specific tasks you automate using Excel to improve efficiency in tracking invoices, payments, and collections, showcasing your technical skills.

Share techniques that keep you engaged, such as setting mini-goals, taking regular breaks, and finding ways to streamline repetitive tasks for efficiency. Also, discussing how you stay focused on larger team goals and client satisfaction can illustrate your commitment to the role.

Explain your time management strategies, such as creating timelines, using project management tools, or breaking down larger tasks into manageable segments. Showcase how setting priorities and communicating with your team helps maintain focus on meeting deadlines.

Convey your enthusiasm for TreviPay’s mission of helping businesses grow and how it aligns with your career aspirations. Discuss what specific aspects of the company culture, such as collaboration and innovation, appeal to you, and how you see yourself contributing to its continued success.