Owner Relations Specialist

How We Work

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)


• Paid Parental Leave

Whitley Penn is proud to be an equal opportunity workplace. We recruit, employ, train, compensate, and promote without regard to on 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.