Every day, TreviPay employees are challenged and empowered in a supportive, collaborative, entrepreneurial environment.
The Customer Experience Specialist is responsible for delivering a high-quality customer experience by providing timely, accurate, and professional support to TreviPay’s customers, merchants, and clients. We value critical thinking skills aimed at providing the best customer experience possible for all that we support. This role requires strong attention to detail, the ability to manage multiple customer inquiries, and hands-on experience supporting billing, invoicing, payments, and dispute-related issues via phone and email.
Principal Duties and Responsibilities
· Provide exceptional customer support on every interaction with customers, merchants, and clients via phone and email
· Serve as a primary point of contact for inquiries related to billing, invoices, payments, disputes, authorizations, and account issues
· Clearly explain payment and financial information to customers in a professional and easy to understand manner
· Meet or exceed department metrics, service level agreements (SLAs), and service level standards (SLS)
· Effectively de-escalate challenging customer situations and demonstrate sound judgment when escalating issues to Tier 2, Tier 3, or leadership
· Accurately document customer interactions, actions taken, and resolutions in CRM or case management systems
· Proactively contact customers or merchants to address issues such as rejections, disputes, or potential account concerns
· Collaborate with team members and leadership to identify trends and support process or documentation improvements
· Complete required training and assigned learning within established timelines
· Perform other duties as assigned by leadership
Required Experience, Skills, and Abilities
· Minimum of 2 years of customer support experience in a fast-paced environment with sustained inbound call volume
· Direct experience supporting billing, invoicing, payments, disputes, or account reconciliation
· Strong professional verbal and written communication skills
· Ability to independently resolve customer inquiries while following established processes and procedures
· Strong organizational skills with attention to detail and accuracy
· Critical thinking skills and knowing when to implement creative solutions to provide the best experience possible to our customers/merchants and clients
· Ability to manage challenging customer situations with professionalism and empathy
· Comfortable working in a structured, performance driven environment with clear metrics
· Proficient in Microsoft Outlook, Word, and Excel
· Experience using CRM or case management systems, or the ability to learn new systems quickly
· Ability to work effectively both independently and as part of a team
· Open willingness to accept and implement feedback
Preferred Qualifications
· College degree preferred or equivalent professional experience
· Experience supporting B2B customers or financial/fintech products
· Fluent in Spanish (written and verbal) - is a huge plus!
- 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
- 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
Skills Required
- Minimum of 2 years of customer support experience in a fast-paced environment with sustained inbound call volume
- Direct experience supporting billing, invoicing, payments, disputes, or account reconciliation
- Strong professional verbal and written communication skills
- Ability to independently resolve customer inquiries while following established processes and procedures
- Strong organizational skills with attention to detail and accuracy
- Critical thinking skills and knowing when to implement creative solutions
- Ability to manage challenging customer situations with professionalism and empathy
- Comfortable working in a structured, performance driven environment with clear metrics
- Proficient in Microsoft Outlook, Word, and Excel
- Experience using CRM or case management systems, or ability to learn new systems quickly
- Ability to work effectively both independently and as part of a team
- Open willingness to accept and implement feedback
- Complete required training and assigned learning within established timelines
- College degree or equivalent professional experience
- Experience supporting B2B customers or financial/fintech products
- Fluent in Spanish (written and verbal)
What We Do
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.
