Customer and Collections Specialist - Tampa, FL

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

Job summary

A leading company in service-based systems integration seeks a Customer and Collections Specialist in Tampa, FL. This full-time role focuses on managing invoices, building customer relationships, and supporting accounting tasks. Ideal candidates will have a strong background in finance, excellent communication skills, and a customer-oriented approach. Join a dynamic team that values integrity, growth, and results while enjoying a supportive work environment with competitive benefits.

Benefits

10 paid holidays

13 days of paid time off annually

Life insurance & disability plans

Wellness programs

401K matching

Colleague Assistance Program

Vehicle reimbursement or company vehicle

Paid parental leave

Qualifications

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

Responsibilities

• Enter invoices into customer portals and follow up on payments.
• Maintain spreadsheets tracking invoice progress and customer updates.
• Assist in creating monthly revenue forecasts and generating reports.

Skills

Customer service orientation

Financial analytical skills

Interpersonal skills

Communication skills

Organizational skills

Education

High School diploma or GED equivalent

Tools

Microsoft Excel

Financial software

Job description

Customer and Collections Specialist - Tampa, FL

Job Category: Finance

Requisition Number: CUSTO012626

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• Posted: May 14, 2025
• Full-Time
• On-site

Locations

Showing 1 location

Convergint is looking for a full-time, enthusiastic, results-driven, and forward-thinking Customer and Collections Specialist/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 payment requests via email or phone, tracking invoice progress, building and maintaining customer relationships, and assisting with other accounts receivable tasks as needed. Responsibilities also include supporting accounting/bookkeeping duties. You may provide guidance and coaching to colleagues. As a Credit and Collection Analyst, you will be part of a dynamic team that offers growth opportunities 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 committed to growth, accountability, and 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 aim to grow with us and excel as a Credit and Collections Analyst.

Who We Are

With 20 years of proven growth and performance, our mission is to be our customers' best service provider. We value diversity as key to our success. Our company is built on 10 core Values and Beliefs that drive our exceptional culture, making us the #1 global, service-based systems integrator in the industry. We take pride in protecting lives and assets through our solutions.

What You’ll Do with “Our Training and Your Experience”

• Participate in our Recruit Awesome People program to help grow Convergint by promoting our colleague-first culture and referring top talent.
• Enter invoices into customer portals.
• Follow up on payments due via email or phone.
• Maintain detailed spreadsheets tracking invoice progress, aging, and customer updates.
• Coordinate with the billing team to ensure timely invoice payments.
• Review invoices for accuracy, including GL codes and PO requirements.
• Assist in creating monthly revenue and gross margin forecasts and monitor progress.
• Generate month-end financial reports and work with management to meet financial goals.
• Perform additional duties as requested.

What You’ll Need

• Proficiency in Microsoft Excel.
• Excellent interpersonal and verbal communication skills to interact effectively with internal and external stakeholders.
• Strong financial analytical skills, including cost control and interpreting financial reports.
• Solid knowledge of accounts receivable processes.
• Team-oriented mindset.
• Proficiency with financial software for tracking invoices, generating reports, and data entry.
• Background in finance and accounting.
• Strong planning and organizational skills.
• Excellent written and verbal communication skills.
• Adaptability to changing situations and information; ability to influence and build consensus.
• Customer service orientation.

Company Benefits

Convergint offers a supportive, inclusive environment with programs and benefits such as:

• 10 paid holidays and 13 days of paid time off annually
• Fun & Laughter Day Off
• Life insurance & disability plans
• Wellness programs
• 401K matching
• Colleague Assistance Program
• Competitive salary and compensation
• Vehicle reimbursement or company vehicle
• CSR Day
• Cell phone reimbursement (if applicable)
• Paid parental leave

Requirements

Education: High School diploma or GED equivalent

Minimum Experience: 3 years in billing, bookkeeping, or finance

Convergint is an Equal Opportunity Employer.

Visit our careers site to learn more about opportunities at Convergint.