Bilingual Client Accounts Receivable Specialist I - (English/Spanish)
Core
Bilingual specialist managing B2B accounts receivable collections, customer inquiries, and payment reconciliations for a global payments network.
Role type
Client Accounts Receivable Specialist
Builds
B2B payment collections and invoicing workflows
Domain
B2B payments and invoicing
Required skills
Bilingual communication (English/Spanish), outbound/inbound calling, CRM data entry, account reconciliation, root cause analysis, stakeholder management, KPI tracking, process improvement
Preferred skills
Microsoft Office Suite (Excel, Word), Salesforce proficiency, adaptability to new IT systems
Technologies
Salesforce, Microsoft Office Suite, TreviPay in-house IT systems
Responsibilities
Facilitate execution of Standard Operating Procedures (SOP) for B2B collection efforts; Record all customer interaction details, comments, and complaints within the CRM system; Answer incoming phone calls, make outbound calls, and respond to customer inquiries; Meet/exceed departmental KPIs regarding past-due rates; Manage relationships with large, strategically significant customers; Perform ad hoc account reconciliations; Provide guidance to clients on streamlining operational processes; Participate in projects to improve organization processes or efficiency.
Seniority
Individual Contributor, 1-3 years experience preferred