Strategic Credit & Collections 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 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,