TreviPay

Analyst

• Makes ‘grey area’ scored portfolio decisions on credit applications for small businesses in multiple countries.
• Evaluates international public and private company credit applications for fraud risk and credit worthiness by assessing documents and data as prescribed by policy
• Independently delivers and documents analysis to facilitate decision making while adhering to credit policies, guidelines, and applicable regulatory requirements.
• Identifies additional information requirements needed to properly assess risk of the transaction and works effectively with leadership and partners to promote collection.
• Interacts directly with customers or clients as needed to fully assess fraud and credit risk.
• Participates in development of program policies and procedures.
• Participates in credit department ad-hoc projects as needed.
• As a senior member of the team, they may frequently interact with program clients, may be delegated certain leader authorities in their absence, and are expected to mentor more junior members of the team.

Commercial Credit Risk Analyst II

Customer Support

• Facilitate the execution of TreviPay's Standard Operating Procedures (SOP) to support B2B collection efforts. Call-first mindset
• Record all customer interaction details, comments, and complaints within the CRM system
• Provide an elite customer experience in all interactions via phone, email and meeting, with both internal and external stakeholders
• Answer incoming phone calls, make outbound calls, and successfully respond to customer inquiries within expected quality and timeliness measures (based on HEAR training).
• Meet/exceed departmental KPI's (past-due rate, 60+% and others as specified)
• Demonstrate the ability to meet/exceed both quality and productivity performance expectations
• Respond to requests for information, such as payment history and open invoice requests, and navigate core systems as needed
• Demonstrate the ability to solve for root cause, helping to set customers up for future success
• Manage relationships with large, strategically significant customers requiring frequent contact and a strong partnership
• Demonstrate proficiency in solving complex problems by both identifying root cause and independently taking steps to resolve the issue and prevent future occurrences
• Perform adhoc account reconciliations to help determine if payment application or large-scale reconciliation is necessary
• Provide customers/clients with guidance on how to streamline their processes for operational efficiency
• Facilitate/lead conference calls with stakeholders as needed
• Participate in projects designed to improve organisation processes or improve efficiencies
• Provide feedback and collaborate with other team members to improve training and documentation for processes and procedures
• Available to pivot to both other programs, teams, and markets as needed, including liaison with external customer support agencies (e.g. WNS) and nominated internal liaisons

Accounts Receivable and Support Specialist II

Product Manager

• Build strong relationships with stakeholders including partner banks and card networks
• Intake needs and priorities from many internal/external stakeholders
• Analyze, assess, and articulate impact and cost of competing priorities
• Strategic go-to-market execution of new financial products and partnerships
• Analyze, manage, iterate, and track the continued success of features in production
• Lead/participate in agile ceremonies: design sessions, retros, demos, etc.
• Explain “the why” behind any product feature decision and evangelize the product
• Write user stories, detailed acceptance criteria and manage a prioritized product roadmap
• Less than 10% travel required

Principal Product Manager

Accounts Receivable

• Meet or exceed all criteria and expectations of a CARS I
• Establish and maintain relationships with strategic customers
• Communicate directly and regularly with TreviPays’ client regarding key client customers
• Subject Matter Expert in AR and/or fluent in multiple AR programs/systems
• De-escalate challenging customers, clients or merchants.
• Provide primary support for escalated inquiries from internal and external customers
• Recognize and resolve complex issues quickly, conducting research and analysis as necessary to solve outstanding receivable balances
• Assist with training and mentoring Accounts Receivables Specialists
• Tactfully navigate challenging conversations while adapting to various communication styles
• Minimal travel to customer locations as needed to build and maintain relationships
• Required to exceed the expectations for department metrics, program Service Level Agreements and department Service Level Standards
• Illustrate initiative; proactively contact customers and merchants to address, identify and determine the root cause of issues
• Ability to act as a shift point of contact providing direction to the team while ensuring appropriate coverage is met
• Serve as a leader for TreviPay policies/procedures
• Maintain existing process and procedure documentation to ensure documents are always current.
• Assist in creating documentation for new processes and procedures
• Demonstrate professionalism: Maintain accountability, promote respect, stay work-focused, be punctual, demonstrate positive attitude, minimize conflict, encourage others
• Help create a culture of excellence by exceeding expectations for metrics and SLAS; providing ongoing learning sessions and collaborating with team and Leadership
• Provide assistance to internal departments to address program challenges impacting clients, merchants and customers, including after hours on call issues and incident management
• Proactively identify process enhancements that will improve department results and efficiencies
• Conduct testing and QA of the system including escalating system defects ensuring resolution
• Assist Leadership team in completing Receivable tasks for new program implementations.

Bilingual, Dutch/English Accounts Receivable Specialist II

• Champion a culture of customer excellence across every touchpoint—internal and external
• Lead, coach, and develop supervisors and their teams to exceed KPIs and service standards
• Monitor productivity, quality, and staffing to ensure optimal coverage and performance
• Handle customer escalations with empathy and professionalism, turning challenges into opportunities
• Communicate key initiatives and operational updates with clarity and consistency
• Identify training needs and streamline workflows to elevate team effectiveness
• Drive continuous improvement through lean methodology and innovative thinking
• Collaborate cross-functionally to implement impactful changes and lead strategic projects
• Create a positive, inclusive, and inspiring team environment that supports growth and accountability

Customer Support Manager

Account Manager

• Manage client accounts and build strong relationships
• Achieve or exceed revenue and profitability goals
• Lead proposal development and contract negotiations
• Maintain alignment across teams to meet customer requirements
• Monitor contract compliance and relationships with stakeholders

Strategic Account Manager – Spanish Speaking

QA Engineer

• Conduct quality assessments of inbound/outbound calls and emails using defined QA processes
• Deliver clear, supportive feedback to representatives and leadership to improve service delivery
• Facilitate QA presentations and participate in calibration sessions to align standards
• Analyze trends and report on performance metrics to identify opportunities for growth
• Collaborate with Learning & Development to shape training content based on QA insights
• Recommend process enhancements and knowledge base updates to improve customer experience
• Track customer lifecycle metrics and provide actionable insights to leadership
• Act as a trusted advisor and subject matter expert on procedural issues and service quality
• Help identify whether performance gaps stem from unclear processes or external factors—and advocate for solutions

Quality Assurance Specialist

Data Entry

• Accurately prepare, organize, and key electronic invoices, ensuring low error rates and timely completion.
• Operate and maintain production printers, card embossers, and related equipment to meet daily output requirements.
• Review work for accuracy and completeness prior to submission.
• Follow established SOPs and documentation, keeping clear notes for process consistency.
• Collaborate with team members and cross-departmental partners to resolve issues and ensure smooth workflow.
• Communicate proactively with leadership on questions, issues, or process improvements.
• Uphold data integrity, confidentiality, and security in all work.
• Participate in ongoing training and development to support departmental goals.

Data Entry, Production Associate

Project Manager

• Overseeing the planning, execution, and delivery of various projects while under general supervision
• Ensuring alignment with our strategic goals, client expectations, and contractual timeframes
• Leverage project management best practices to lead and manage domestic and international projects from initiation to completion
• Develop and manage detailed project plans, including scope, objectives, timelines, and resource allocation
• Ensure compliance with company policies
• Demonstrate ownership of project deliverables
• Proactively monitor project progress and identify potential risks along the critical path
• Collaborate with the cross-functional teams to implement mitigation strategies to ensure minimal disruption to project timelines
• Build and enhance positive working relationships with clients and internal stakeholders
• Communicate project status, updates, and issues to stakeholders, including senior management and clients
• Mentor and coach Project Coordinators in process and quality relevant to day-to-day tasks and procedures
• Provide updates for change management initiatives, project management, and program implementation

• Manage a complex web of relationships with key stakeholders, up to the C-suite, championing the overall customer strategy for enterprise business outcomes
• Master and maintain deep knowledge of each client’s competitive landscape, including understanding of client’s addressable, serviceable and target markets
• Analyze market trends and translate into tangible business outcomes
• Monitor and communicate internally and externally news and/or trends related to clients
• Identify and map the customer business and gain insight on value, addressing customer priorities, needs, and objectives
• Ensure alignment of team and extended stakeholders across the company to customer requirements and deliverables; serve as an escalation path for client issues and ensure prompt and accurate resolution
• Maintain a cadence of business reviews to monitor relationships, discuss product evolution, continuous improvement, expansion opportunities, contractual performance, and growth initiatives
• Achieve or exceed revenue and profitability goals, perform annual budgeting and maintain a working revenue forecast
• Derive Strategic Account Plans from client Go-to-Market/commercial strategies and maintain multi-year strategic plans for retention and growth
• Lead day-to-day management and optimization of program growth plans; lead proposal development, contract negotiation and implementation for white space opportunities
• Act as keeper of program contracts: facilitate renewals/renegotiations, draft and manage amendments, and monitor contract compliance
• Understand and accurately communicate TreviPay solutions and processes; contribute to product steering and process improvement
• Embrace account management best practices and leverage company-sponsored tools and training (goal-setting, account planning, task management)
• Develop presentations for training, conferences and internal updates and represent TreviPay professionally
• Up to 40% travel and support/mentor new and less experienced AM team members
• Demonstrate mastery level conflict resolution and organizational navigation

Senior Strategic Account Manager

Director

• Identify current state risk management activities and governance structure, lead the formulation of the required / desired state based upon best practices, regulatory requirements, and company’s growth and risk appetite.
• Develop, document, implement, and maintain comprehensive credit risk policies aligned with the company’s goals. Policies may vary by country, sector, or program.
• Regularly assess policies to reflect business evolution, regulatory changes, or market conditions.
• Identify opportunities to safely expand credit parameters.
• Provide guidance on policy interpretation and implementation.
• Participate in internal and external audits related to credit risk aspects of business.
• Participate, as the policy leader, in the development and expansion of company’s credit risk management infrastructure as well as various enterprise risk management programs.
• Develop and execute training programs for underwriters to maintain consistency, risk alignment, and credit skills development.
• Conduct regular audits and quality assessments of underwriter work product.
• Working with Underwriting Segment Leaders, monitor discretionary credit authority limits of all holders, review their performance, and recommend changes to individual credit limits where appropriate.
• Experienced in holding $5 Million in commercial credit authority.
• Skilled in evaluating the creditworthiness of potential applicants and existing borrowers by analyzing financial data, credit reports, payment histories, as well as understanding sector specific risk trends to determine final credit decisions on larger applicants / households.
• Lead quarterly program and portfolio assessment, working with various stakeholders, for presentation to executive leadership team.
• Ensure compliance with applicable state and federal credit regulations and preparing detailed reports for executive management regarding compliance.

Head of Credit Risk Policy, Senior Director

• We are seeking a highly motivated and experienced Project Manager to join our team. The ideal candidate will have a background in domestic and international project management within the financial technology sector and a proven track record of successfully delivering projects on time and within budget.\n• As a Project Manager, you will be responsible for overseeing the planning, execution, and delivery of various projects while under general supervision, ensuring alignment with our strategic goals, client expectations, and contractual timeframes.\n• Essential Duties and Responsibilities\n• Project Planning and Execution: Leverage project management best practices to lead and manage domestic and international projects from initiation to completion, ensuring timely delivery and adherence to budget, often navigating multiple projects concurrently \n• Develop and manage detailed project plans, including scope, objectives, timelines, and resource allocation \n• Ensure compliance with company policies \n• Demonstrate ownership of project deliverables \n• Proactively monitor project progress and identify potential risks along the critical path \n• Collaborate with the cross-functional teams to implement mitigation strategies to ensure minimal disruption to project timelines, while communicating the same \n• Thoroughly understand the technology and operational processes to evaluate stakeholder requests and determine what is reasonable or possible \n• Relationship Management: \n• Build and enhance positive working relationships with clients and internal stakeholders \n• Schedule and facilitate meetings with internal and external cross-functional teams, including, but not limited to, software development, product management, marketing, account management, credit and risk, and customer support \n• Communicate project status, updates, and issues to stakeholders, including senior management and clients \n• Demonstrate solid organization, management, and relationship skills consistent with TreviPay’s core values of Tenacity, Ingenuity and Empathy. \n• Travel: \n• Minimal travel as needed \n• Desired Strengths and Experience: \n• 2+ years of successful client-facing project delivery \n• Excellent relationship builder \n• Proactive, strategic thinker \n• Excellent written and oral communication skills \n• Highly organized, detail-oriented, and responsive \n• Ability to prioritize tasks and problem-solve on the fly \n• Self-motivated AND able to motivate others \n• Competitive spirit \n• Aware of and capable of navigating cultural differences \n• Able to influence behavior in a matrix environment, across multiple functions within TreviPay and with the client \n• Experience with understanding contracts \n• Professional demeanor; exerts a positive influence on those around him/her. \n• Ability to provide and receive constructive feedback \n• Ability to multitask and effectively prioritize work to meet both internal and external commitments \n• Required Qualifications: \n• 4-year university degree or related field experience required \n• Mastery-level knowledge of Microsoft Office, including Outlook, Excel, Word, PowerPoint, and Project \n• Preferred Qualifications: \n• PMP or equivalent project management certification \n• Fluency in multiple languages a plus