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Customer Experience Specialist
TreviPayCustomer Experience Specialist delivering professional support to TreviPay’s customers and merchants in a structured environment. Handling billing, invoicing, payments, and disputes with critical thinking skills.
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 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
- College degree preferred or equivalent professional experience
- Experience supporting B2B customers or financial/fintech products
- Bilingual in English and Spanish (written and verbal)
Benefits
Comp & perks- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
customer supportbillinginvoicingpaymentsdisputesaccount reconciliationCRM systemscase management systemsMicrosoft OutlookMicrosoft Excel
Soft Skills
verbal communicationwritten communicationorganizational skillsattention to detailcritical thinkingproblem-solvingempathyteam collaborationindependencewillingness to accept feedback
Certifications
college degree