Owner Relations Specialist jobs in United States
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Whitley Penn · 4 hours ago

Owner Relations Specialist

Whitley Penn is one of the region’s most distinguished and fastest growing public accounting firms, known for its exceptional service. The Owner Relations Specialist will manage owner communications, maintain records, and support the Land staff while building positive relationships with owners and Working Interest Partners.

AccountingProfessional Services
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

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

Qualification

MS Office SuiteClient/Customer ServicesQuorum SuiteOil/Gas Industry KnowledgeMulti-taskingProblem ManagementCommunication Skills

Required

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

Benefits

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)
Paid Parental Leave

Company

Whitley Penn

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Whitley Penn is a Texas-based full service public accounting firm.

H1B Sponsorship

Whitley Penn has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (3)
2022 (2)
2021 (3)

Funding

Current Stage
Late Stage

Leadership Team

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Nathen McEown
Chief Executive Officer
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M
Mark Topel
Tax Partner
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Company data provided by crunchbase