Accounts Receivable Specialist II Overland Park, KS Client AR / Full-Time Regular / Hybrid 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.

Description : We are hiring a remote Client Account Specialist to assist clients who have requested information about life and financial protection coverage. We are in a multi-trillion dollar industry because people need our help. This role focuses on helping clients understand their options and guiding them through the process using a step-by-step pathway. What You’ll Do - Reach out to clients who have requested information about coverage - Review needs and present available protection options - Assist clients through the process - Maintain follow-up and ongoing client communication - Build client-for-life relationships What We Provide - Effective training program - Access to client management tools - Access to warm leads (no cold calling required) - Ongoing coaching Compensation Compensation is earned through client sales. Average earnings vary based on activity level, consistency, and results. Benefits Available. Requirements - Strong communication and interpersonal skills - Ability to work independently, with support - Willingness to obtain a state insurance license (assistance provided) - Hungry and coachable Who This Role Is Best For - Individuals that are ready for a change - Those excited being paid, promoted, recognized for their results - Candidates who value challenge and support

• Assist with administering the end-to-end processes with respect to customer accounts, within established policies and procedures. • Timely and accurate recovery of outstanding accounts in accordance to set terms of business. • Resolve debtor issues along with actively contributing to system solutions. • Assist with releasing on-hold orders as required, liaise with customers/sales reps to resolve invoice/payment queries. • Update Netsuite customer communication history and on-hold/invoice query status as required. • Responsible for posting customers’ cash/cheque/credit card remittances. • Chasing up missing remittances and resolving unallocated receipt queries ensuring accounts are up to date. • Produce weekly and monthly Aged Debtors analysis showing status of all debt aged more than 90 days. • Assist with the management of the debtor book through proactive credit control procedures/telephone calls/e-mails/ Dunnings automated debt letter chasing ensuring complete history of communication is maintained in Dunnings. • Assist with handling customer invoice/statement queries, providing copy documents and liaising with customer services to ensure credits are raised in a timely manner where applicable. • Generate and send monthly customer statements including excel format requests. • Monitor Finance Inbox forward emails to relevant person/ departments. • Manual sending of invoices to the customer’s vendor portal and monitoring uploaded/ missing invoices. • Do credit checks for new customers and set up a new customer account on NetSuite. • Monitor customer portals to ensure invoice submission processes are operating effectively. • Investigate and resolve customer short payments.

• Interact with clients and gather supporting data to ensure invoice accuracy • Process high volume of billing per month • Responsible for collection effort and meeting monthly goals • Contacting clients by phone to secure payment and making follow-up calls • Provide input to policies, systems, methods, and procedures for effective management and control of billing functions • Ensure all clients remain informed of their outstanding debt and deadlines • Educate clients regarding invoice receipts, account statements, and remittance options through the use of online portal • Perform basic accounting such as reconciliation and adjustment pertaining to billing role • Ensure quality assurance through billing audits and analytics • Perform any other requested task as needed