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Owner Relations Specialist

Whitley Penn Partnership, Dallas, Texas, United States, 75215

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TX Houston 3737 Buffalo Speedway Ste 1600 Houston, TX 77098, USA

Whitley Penn has become one of the region’s most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job.

How Will You Make an Impact?

Answer incoming owner relations call regarding various issues, including revenue, land, division orders, JIB, A/R, and A&P

Assess, direct and follow-up as necessary on all owner communications

Review, sort and deliver to the appropriate groups mail directed to the land administration team

Maintain owner inquiry log

Maintain land and owner records in an organized manner

Maintain owner's information (address, TIN, email, etc.) in our systems

Verify addresses for undeliverable checks and collaborate with the appropriate division order analyst to ensure the owner account is suspend and mail change of address forms (as may be necessary)

Maintain positive relationship with owners and Working Interest Partners

Assist with inputting relevant owner information into various client database systems

Support Land staff with day-to-day duties, as needed

Assist with clerical functions, as directed

Interact with Division Order, Land and Accounting resources to resolve questions related to business associate setup or payment processing issues.

Add value by building relationships and trust through client and owner interactions

Follow processes and procedures in an effort to drive low case count and time to resolution

Participate in Cross-training to develop new skills, expand knowledge and to improve the business and customer experience

How Will You Get Here?

2-3 years of industry-related experience

Strong technical acumen with MS Office suite

Related/relevant experience in client/customer services

Basic knowledge of oil/gas industry

Basic knowledge of Quorum suite of products (OnDemand Accounting, OGSYS)

Able to manage difficult or emotional situations while maintaining a professional decorum (calm, non-defensive, respectful)

Ability to work within strict time constraints and changing priorities efficiently

Excellent written, oral, and interpersonal communication skills

Ability to multi-task between several critical client situations at the same time

Seek opportunities to innovate, improve processes and look for efficiencies

Why Should You Apply?

Career Path with Growth Opportunity

Technical & Professional Development Plans

Comprehensive Medical, Dental and Vision Insurance

Health & Wellness Program

Flexible Time Away for Exempt Team Members

Generous PTO for Non-Exempt Team Members

401(k)

Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to age, race, creed, gender, color, religion, national origin, sexual orientation, gender identity, veteran status, disability or any other basis protected by applicable federal, state, or local law. All employment is decided on the basis of qualifications, merit, and business need.

Qualifications Skills Behaviors Motivations Education Experience Licenses & Certifications Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities 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.

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