Customer Success Engineer - On Demand Accounting Application (Hybrid Work S

at  Quorum Software

REQUIREMENTS

• Bachelor’s degree (B.A.) in Accounting or Finance from a four-year college or university and/or 2 years of industry experience.
• Proficient personal computer skills including Salesforce, electronic mail, record keeping, routine database activity, word processing, spreadsheet, graphics, etc.
• 
  
  
  
• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.

• Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.
• Ability to define problems, collects data, establishes facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
• Fluent in English, both written and verbal

PREFERRED SKILLS

• Strong knowledge of oil and gas accounting principles preferred
• OGsys Experience is a plus

• Onboards existing clients converting to OGsys On Demand from our current product, OGSQL, as well as new OGSYS clients.
• Handles initial case intake both over the phone and through email.
• Performs first line triage support for OGsys on Demand clients answering basic questions and assisting clients navigate the system.
• Interacts with customers to provide and process information in response to inquiries, concerns, and requests about products and services.
• Escalates more complex inquires to tier 3 Support.
• Informs Support Leadership of potential client issues and problems early to ensure they receive proper attention.
• Documents and maintains all client information in Salesforce to include recording all calls, emails and customer communication.
• Creates and maintains OGsys product documentation and online training videos.
• Performs entry-level Quality Assurance testing for OGsys on Demand software development
• Develops/Maintains SOP for troubleshooting technical problems.
• Participates in oil & gas accounting training.
• Seeks opportunities to expand on personal knowledge of OGsys applications.
• Stays current with system information, changes and updates.
• And other duties as assigned.