Credit and Collections Analyst
Finance, Banking & Legal · Banking & Investments · Financial Analysis · Credit Analysis
In short
The Credit and Collections Analyst will manage the collections lifecycle for customer accounts, aiming for timely payments and accurate information. Responsibilities include direct customer contact via phone and email, invoice follow-up, and collaborating with Billing, Sales, and Finance to resolve payment issues and ensure a positive customer experience.
Responsibilities
- Follow up on open invoices and overdue balances through email, phone, and customer portals.
- Record customer contacts, payment commitments, and next steps accurately in the system.
- Respond to customer questions regarding invoices, payments, and account balances.
- Investigate billing or payment issues and coordinate with Billing, Sales, and Finance for resolution.
- Support the application and reconciliation of customer payments.
- Maintain accurate documentation and account history in the relevant CRM, ERP, or collections system.
- Work with internal teams to resolve payment blockers and provide timely updates to customers.
- Participate in team reviews and contribute to continuous process improvement.
Requirements
- At least one year of experience in collections, accounts receivable, customer service, financial administration, or a related area.
- Basic understanding of invoices, payments, accounts receivable, and payment terms.
- Strong verbal and written communication skills in English and Spanish.
- Comfortable communicating directly with customers by phone and email.
- Good organization, attention to detail, and follow through.
- Ability to analyze information, solve problems, and manage multiple priorities.
- Proficiency in Microsoft Excel and willingness to learn ERP, CRM, and billing systems.
- Ability to work collaboratively with internal teams and remain professional in difficult conversations.
Desired Qualifications
- Degree or studies in Accounting, Finance, Business Administration, or a related field.
- Experience with cash collection, payment reconciliation, or customer account management.
- Experience with Oracle, Zuora, Salesforce, or similar systems.
- Familiarity with SOX controls, account aging reports, or Order to Cash processes.
- Experience working with international customers or global teams.
Benefits
- Ericsson Mexico is certified as a Great Place to Work®.
#Credit#Collections#Analyst#Finance#Mexico City#Accounts Receivable#Customer Service#Billing#Sales#ERP#CRM
Company
Ericsson
Job Posted
2 weeks ago
Employment Type
Full Time
WorkMode
On Site
Experience Level
Associate
Locations
Mexico City, Mexico
Applicants
Be an early applicant