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 Customer Concierge Associate II independently manages customer inquiries and resolutions for Premier programs with moderate complexity. This role expands ownership judgment and accountability while preparing the associate for full concierge-level responsibilities.
Key Responsibilities
Advanced Customer Support
- Serve as a primary point of contact for assigned Premier customer inquiries.
- Resolve account invoice payment and dispute issues with minimal escalation.
- Drive strong First Contact Resolution by researching issues and taking ownership through resolution.
- Apply sound judgment and empathy when managing sensitive customer situations.
Proactive Engagement
- Conduct outbound customer outreach to confirm issue resolution and reinforce confidence.
- Review receivables and dispute statuses to identify risks and recommend next steps.
- Support program adoption and engagement through education and timely follow-ups.
Issue Ownership & Coordination
- Take ownership of issues from intake through resolution coordinating with internal partners as needed.
- Communicate clearly with customers when follow-up or cross-functional support is required.
- Identify recurring issues and contribute insights for process improvements.
Operational & Data Excellence
- Maintain accurate documentation of customer interactions and outcomes.
- Read and interpret reports or dashboards related to customer experience and engagement.
- Use data to inform decisions and support root-cause analysis.
Success Measures
- Strong First Contact Ownership and resolution performance.
- Consistent achievement of quality and service metrics.
- Positive influence on customer satisfaction and engagement indicators.
- Demonstrated readiness for concierge-level ownership.
Qualifications
- 35 years of experience in Customer Support Client Success Operations or Program Management.
- Bachelors degree preferred or equivalent experience.
Skills
- Strong analytical and problem-solving skills.
- Working knowledge of accounts receivable and dispute management concepts.
- Effective cross-functional communication skills.
- Proficiency in CRM/ERP systems and reporting tools.
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 customers 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.