Customer Concierge Associate I

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 I provides foundational customer and operational support for Premier programs. This role focuses on learning TreviPay products, processes, and service standards while delivering consistent, high-quality support experiences.

Customer Support & Service Delivery

- Respond to inbound customer emails and calls with professionalism, empathy, and accuracy.

- Support basic customer inquiries related to invoices, payments, account status, and disputes using documented procedures.

- Escalate complex or high-impact issues to senior team members with clear documentation and context.

- Ensure all customer interactions are accurately logged and documented.

Issue Support & Learning

- Assist in researching customer issues and gathering required information to support resolution.

- Learn First Contact Resolution (FCR) principles and support resolution efforts led by senior specialists.

- Follow established service standards to deliver a consistent and positive customer experience.

Operational Support

- Complete assigned operational tasks related to receivables, disputes, and payment processing.

- Review basic reports or dashboards to understand account activity and trends.

- Maintain attention to detail to ensure data accuracy and compliance.

Success Measures

- Timely and accurate handling of assigned customer inquiries.

- Demonstrated learning of TreviPay programs, tools, and processes.

- Consistent adherence to service quality standards.

- Positive customer feedback on professionalism and responsiveness.

Qualifications

- 1–3 years of experience in Customer Support, Operations, or a related role.

-Bachelor's Degree preferred or equivalent relevant experience

Skills

- Strong customer service mindset and communication skills.

- Willingness to learn financial and operational concepts.

- Basic problem-solving and analytical abilities.

- Ability to follow processes and work effectively within a team.