Customer and Collections Specialist - Tampa, FL

Convergint Technologies, LLC; Tampa (FL); On-site; USD 45,000 - 60,000; Full time

Job summary

A leading company in service-based systems integration is seeking a full-time Customer and Collections Specialist. This role involves managing service invoices, maintaining customer relationships, and assisting with financial tasks. Ideal candidates will have strong communication skills and a background in finance, with opportunities for growth within the company.

Benefits

10 Company Holidays and Paid Time Off

Medical, Dental & Vision Plan

401K Matching Plan

Tuition reimbursement

Paid parental leave

Qualifications

• 3 years billing, bookkeeping, or financial experience required.
• Proficiency in Microsoft Excel and financial software.

Responsibilities

• Enter invoices in customer portals and follow up on payments.
• Maintain detailed spreadsheets of invoice progress and aging.
• Assist with accounting/bookkeeping duties.

Skills

Interpersonal Skills

Communication

Financial Analysis

Customer Service

Organizational Skills

Education

High School/GED

Tools

Microsoft Excel

Financial Software

Job description

Description

Convergint is looking for a full-time, enthusiastic, results driven and forward-thinking Customer and Collections Speicalist/Credit and Collection Analyst. In this role, you will be responsible for entering service invoices in customer portals, submitting invoices to customers, following up on requests for payment via email or phone, tracking invoice progress, building and maintaining customer relationships, and assisting with other accounts receivable tasks as needed. Responsibilities also include assisting with accounting/bookkeeping duties. May provide direction and coaching to other colleagues. 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.


• Entering invoices in customer portals.


• Following up on payments due via email or phone.


• Maintaining detailed spreadsheet of invoice progress, aging, and customer updates.


• Provide updates to billing team regarding customer invoice requirements to ensure timely payment of invoices.


• Reviews invoices for accuracy and correct GL codes/PO requirements.


• Assists manager in creating monthly revenue and gross margin forecast. Monitors and tracks against forecast.


• Runs month end financial reports and works with manager to achieve planned financial results.


• Performs other duties and responsibilities as requested or required.

What You'll Need

• Proficiency in Microsoft Excel.


• Excellent interpersonal and verbal communications skills and ability to deal with a wide cross section of people both internal and external to the business


• Solid financial analytical skills including cost control and ability to interpret financial reports


• Solid accounts receivable knowledge


• Solid team orientation


• Strong proficiency in financial software including ability to track invoices, run reports, data entry, etc.


• Background in finance and accounting.


• Strong planning and organizational skills.


• Excellent written and verbal communication skills.


• Very adaptable - responds effectively to changes in situation or information; ability to influence others and build consensus using good written and verbal communication skills.


• Customer service oriented.

Company Benefits

Convergint fosters a supportive, accessible, and inclusive environment in which all individuals are able to realize their maximum potential within the company. We offer a variety of programs and exceptional 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


• Corporate Social Responsibility Day


• Cell phone reimbursement (if applicable)


• Paid parental leave

Requirements:

Education: High School/GED or equivalent experience

Minimum Experience: 3 years billing, bookkeeping, 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

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.