What are the responsibilities and job description for the Account Coordinator position at TreviPay?
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.
We are seeking an Account Coordinator to provide dedicated support to client Field Sales Managers (FSMs) in addressing escalated customer account inquiries, account setup, credit line issues, receivables review, and dispute resolution. This salaried role requires strong analytical skills, industry expertise, and a customer-focused approach to ensure seamless sales operations and client satisfaction. The ideal candidate will understand accounts receivable processes and portfolio management and exhibit strong customer experience skills, understanding customer experience metrics, particularly Net Promoter Scores (NPS), to proactively address concerns and improve customer relationships.
Key Responsibilities
oServe as the primary point of contact for the client Field Sales Managers regarding customer account inquiries and account setup processes.
oAssist FSMs with reviewing and resolving credit line issues, including coordination with finance and credit departments.
oConduct regular reviews of customer receivables, identifying potential issues and assisting with proactive resolution strategies.
oCollaborate with customers, FSMs, and internal finance teams to facilitate prompt past-due resolution while maintaining strong relationships.
oManage and collaborate inter-departmentally to resolve at-risk client escalations.
oInvestigate and facilitate the resolution of customer and dealer disputes, working cross-functionally with sales, finance, and operations teams.
oMaintain accurate records and documentation of customer interactions, account adjustments, and dispute resolutions.
oReview Net Promoter Scores (NPS) for assigned accounts to identify trends, escalate concerns impacting customer satisfaction, and collaborate with internal partners to develop resolution strategies for accounts with negative feedback.
oProactively analyze account status, identify potential credit risks, and recommend strategic collection approaches to FSMs, helping them make informed decisions and mitigate issues before they escalate.
oEnsure compliance with company policies and industry regulations related to account management and credit approvals.
oSupport continuous improvement initiatives to enhance customer account management processes and FSM efficiency.
Qualifications
oEducation: Bachelor’s degree in Business Administration, Finance, Accounting, Supply Chain, or a related field.
oExperience: Minimum of 3 years of experience in the parts, transportation, or related industry, with a strong understanding of customer account management, credit processes, accounts receivable, portfolio management, and customer satisfaction metrics (NPS).
Skills
Why you will love working at TreviPay
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.
Every day, TreviPay employees are challenged and empowered in a supportive, collaborative, entrepreneurial environment.
We are seeking an Account Coordinator to provide dedicated support to client Field Sales Managers (FSMs) in addressing escalated customer account inquiries, account setup, credit line issues, receivables review, and dispute resolution. This salaried role requires strong analytical skills, industry expertise, and a customer-focused approach to ensure seamless sales operations and client satisfaction. The ideal candidate will understand accounts receivable processes and portfolio management and exhibit strong customer experience skills, understanding customer experience metrics, particularly Net Promoter Scores (NPS), to proactively address concerns and improve customer relationships.
Key Responsibilities
oServe as the primary point of contact for the client Field Sales Managers regarding customer account inquiries and account setup processes.
oAssist FSMs with reviewing and resolving credit line issues, including coordination with finance and credit departments.
oConduct regular reviews of customer receivables, identifying potential issues and assisting with proactive resolution strategies.
oCollaborate with customers, FSMs, and internal finance teams to facilitate prompt past-due resolution while maintaining strong relationships.
oManage and collaborate inter-departmentally to resolve at-risk client escalations.
oInvestigate and facilitate the resolution of customer and dealer disputes, working cross-functionally with sales, finance, and operations teams.
oMaintain accurate records and documentation of customer interactions, account adjustments, and dispute resolutions.
oReview Net Promoter Scores (NPS) for assigned accounts to identify trends, escalate concerns impacting customer satisfaction, and collaborate with internal partners to develop resolution strategies for accounts with negative feedback.
oProactively analyze account status, identify potential credit risks, and recommend strategic collection approaches to FSMs, helping them make informed decisions and mitigate issues before they escalate.
oEnsure compliance with company policies and industry regulations related to account management and credit approvals.
oSupport continuous improvement initiatives to enhance customer account management processes and FSM efficiency.
Qualifications
oEducation: Bachelor’s degree in Business Administration, Finance, Accounting, Supply Chain, or a related field.
oExperience: Minimum of 3 years of experience in the parts, transportation, or related industry, with a strong understanding of customer account management, credit processes, accounts receivable, portfolio management, and customer satisfaction metrics (NPS).
Skills
- Strong problem-solving and analytical abilities.
- Understanding of accounts receivable principles and best practices for managing outstanding balances.
- Experience analyzing Net Promoter Score (NPS) trends and working with internal partners to address customer concerns.
- Excellent communication and interpersonal skills for collaboration with internal teams.
- Self-motivated and able to motivate others
- Ability to analyze customer payment trends and implement solutions to improve collections and reduce past-due accounts.
- Proficiency in ERP and CRM systems, with the ability to learn new platforms quickly.
- Detail-oriented with a proactive approach to resolving customer account issues.
- Advanced knowledge of Excel, such as Data sorting and filtering, Pivot table creation and manipulation, and conditional formatting
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
- 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
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.
