Credit and Collection Analyst

Convergint; Dallas (TX); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Medical, Dental & Vision Plan

401K Matching Plan

Paid Time Off starting at 13 days

Job summary

Convergint is seeking a full-time Credit and Collection Analyst to manage customer credit risk and ensure timely collection of outstanding accounts receivable. The role emphasizes strong customer relationships, accurate aging review, and collaboration with billing and project teams to minimize financial loss.

The candidate should be detail-oriented, highly organized, and able to prioritize in a fast-paced environment, with experience in finance or accounting and proficiency in Microsoft Word,

Qualifications

• Experience managing customer credit risk and collections processes.
• Ability to review aging reports and monitor accounts receivable metrics.
• Strong communication with customers and internal teams to resolve issues.
• Proven ability to prioritize, multitask, and meet deadlines in a fast-paced environment.
• Background in finance or accounting is preferred.

Responsibilities

• Follow up on overdue payments via email, phone, and portals.
• Maintain detailed notes on invoice status, aging, and communications.
• Communicate invoice requirements to billing, project managers, and coordinators.
• Review invoices for accuracy and PO requirements.
• Reconciling disputed balances and claims on accounts.
• Act as liaison between customers, AEs, operations, and service teams to resolve billing issues.
• Assist with monthly revenue forecasting and performance monitoring.
• Perform other duties as requested.

Skills

Credit risk management

Collections experience

Customer service

Interpersonal communication

Financial software

Education

High School diploma or equivalent

Tools

Microsoft Word

Excel

Outlook

Job description

Convergint is looking for a full-time, enthusiastic, results driven and forward-thinking Credit and Collection Analyst. In this role, you will be responsible for managing customer credit risk and ensuring timely collection of outstanding accounts receivable to support healthy cash flow and minimize financial loss. This role involves building and maintaining customer relationships, assisting with accounts receivable tasks, reviewing aging reports, and proactively following up on overdue invoices. As a Credit and Collection Analyst, you are a part of a dynamic team that allows you to grow as Convergint grows.

For information about how we use your personal information, please see our Colleague & Applicant Privacy Notice, available on convergint.com/careers.

Who You Are

You have a passion for providing world-class service to customers, colleagues, and communities. You are a person of integrity with a commitment to growth, accountability and delivering results. You want to join an organization with a positive culture that embraces equal opportunity and allows everyone to be the best version of themselves at work and home. You want to grow with us and deliver results as an exceptional Credit and Collections Analyst.

Who We Are

With 20-years of proven growth and exceptional performance, our mission is to be our customer’s best service provider. We realize the importance of diversity in achieving that goal. Our company was built upon a solid foundation of 10 Values and Beliefs which drive our unmatched culture, making us the #1 global, serviced-based systems integrator in the industry. We take great pride in protecting the lives and assets of our customers and their communities with the solutions we provide.

What you’ll do with “Our Training and Your Experience”

• Convergint's greatest strength is our people! Every colleague is encouraged to participate in our Recruit Awesome People program, helping us grow Convergint by promoting our colleague-first culture and referring top talent to the Talent Acquisition Team and hiring managers.
• Following up on payments due via email, phone, and customer portals.
• Maintaining detailed notes on invoice status, aging, and customer communications.
• Communicates customer invoice requirements to the billing team, Project Managers, and Project Coordinators to support timely payment.
• Reviews invoices for accuracy and correct purchase order requirements.
• Reconciles disputed balances / amounts on customer accounts.
• Acts as a liaison between the customer, AEs, Ops, and Service to resolve billing issues.
• For Operations AR, works with the lien agent, AR Supervisor, and Director of Credit in sending pre-lien notices, and identifying accounts that require lien or bond claims to be filed.
• Assists the manager with monthly revenue forecasting and monitors performance against projections.
• Performs other duties and responsibilities as requested or required.

What You’ll Need

• Excellent interpersonal, verbal, and written communications skills and ability to deal with a wide cross section of people both internal and external to the business.
• Must be detail-oriented, organized, able to prioritize and multitask, work independently, think critically, and follow through effectively.
• Intermediate to advanced knowledge of Microsoft Word, Excel, and Outlook required.
• Knowledge & experience in Texas Lien Laws / Bond Claim process a plus.
• Knowledge of process in sending Notice to Owner, Liens, and Bond Claims a plus.
• Prior collections experience in a Construction/Project based organization a plus.
• Very adaptable – responds effectively to changes in situation or information.
• Solid accounts receivable knowledge
• Strong proficiency in financial software including ability to track invoices, running reports, data entry, etc.
• Background in finance and accounting.
• Customer service oriented.

Company Benefits

• 10 Company Holidays and Paid Time Off starting at 13 days annually
• Fun & Laughter Day Off
• Medical, Dental & Vision Plan
• Life insurance & Disability Plan
• Wellness Program
• 401K Matching Plan
• Colleague Assistance Program
• Tuition reimbursement
• Competitive salary and compensation plan
• Vehicle reimbursement plan or company vehicle (if applicable)
• Corporate Social Responsibility Day
• Cell phone reimbursement (if applicable)
• Paid parental leave

Requirements

Education: High School/GED or equivalent experience

Minimum Experience: 3 years collections, billing, and/or financial

Convergint is an Equal Opportunity Employer.

Visit our Convergint careers site to learn more about the company and the exciting opportunities available.