Client Performance Analyst

Client Performance Analyst

Credit Systems International, Inc. | Fort Worth, TX
Full-Time | High-Impact Role | Strategic Exposure & Career Growth

About the Role

We are seeking a highly analytical and proactive Client Performance Analyst to support and enhance performance outcomes across a diverse portfolio of clients within our collections and contact center operations.

This role serves as a key partner between clients, operations, and leadership, delivering data-driven insights, performance reporting, and strategic recommendations that directly influence results.

The ideal candidate thrives in a fast-paced environment, takes ownership of deliverables, and is comfortable translating complex data into clear, actionable insights

Key Responsibilities

Client Reporting & Presentations

• Prepare and deliver client-facing reports and presentations, including Monthly Business Reviews (MBRs)
• Manage ongoing reporting requests and ad hoc analysis
• Ensure reporting is accurate, timely, and aligned with client expectations
• Translate data into clear, client-friendly insights

Performance Monitoring

• Monitor portfolio performance across key metrics
• Identify trends, risks, and anomalies
• Partner with internal teams to investigate and resolve issues
• Proactively escalate concerns and recommend corrective actions

Portfolio Analysis

• Analyze performance, aging, and trends to identify opportunities
• Develop insights to support strategy and performance improvement
• Communicate findings clearly to stakeholders

New Placement Oversight

• Monitor new placements during ramp periods
• Ensure data integrity and proper tracking
• Identify early performance risks and support stabilization

Client Review Support

• Participate in client reviews and performance discussions
• Assess portfolio health and identify opportunities
• Support development of actionable recommendations

Team & Reporting Coordination

• Review reporting for accuracy and consistency
• Support prioritization and coordination of deliverables
• Contribute to process improvements and efficiencies
  

Required Qualifications

• Bachelor’s degree in Business, Finance, Analytics, or related field (or equivalent experience)
• 3+ years of experience in data analysis, reporting, or performance analysis, preferably in collections, contact center, or financial services
• Strong analytical and problem-solving skills
• Advanced Excel skills (formulas, pivot tables, data analysis)
• Ability to interpret and communicate data clearly
• High attention to detail

 

Preferred Qualifications

• Experience in collections, contact center, or financial services
• Familiarity with performance metrics and portfolio analysis
• Experience with Power BI, Tableau, or similar tools
• Experience supporting client-facing reporting
• Familiarity with AI-driven tools or technologies that support data analysis, reporting, and operational insights is a plus

 

Additional Professional Skills

• Strong time management and organizational skills
• Ability to manage multiple priorities and meet deadlines
• Strong communication and presentation skills
• Collaborative, team-oriented mindset
• Proactive and solution-focused approach

 

Additional Requirements

• Regular and reliable attendance required
• Occasional travel may be required (infrequent)

 

What Success Looks Like

• Deliver accurate, timely reporting with minimal revisions
• Take ownership of client deliverables and outcomes
• Identify risks, trends, and opportunities proactively
• Provide insights that influence decisions
• Build strong relationships with internal teams

 

Growth & Opportunity

 

This role offers the opportunity to expand scope, take on greater ownership, and contribute to strategic initiatives. High performers may support more complex portfolios, lead presentations, and influence operational decisions.

 

 

About CSII

Credit Systems International, Inc. (CSII) is a nationally recognized Accounts Receivable Management firm headquartered in Fort Worth, TX. Since 1980, we’ve delivered consumer-centric solutions across healthcare, utility, and government sectors—built on a foundation of compliance, integrity, and performance.

 

Why Join CSII

• Medical, Dental, Vision, Life, FSA/DCA, and 401(k)
• Paid Holidays, Vacation, and Monthly Flextime Accrual
• Employee Discount Programs & Mobile Discounts
• Referral Bonus Program
• Stable, growing organization with a strong reputation for compliance and performance