Customer Service​/HelpDesk Associate, CRM Systems & Management

• Provide timely professional customer service by responding to inbound client calls and inquiries
• Resolve issues or route requests appropriately
• Serve as a primary point of contact for assigned or key clients
• Own escalated customer service issues and deliver customized solutions
• Support clients through system walkthroughs, tailored guidance, and best-practice recommendations
• Drive platform adoption and value realization
• Independently resolve complex customer issues
• Collaborate with cross-functional internal teams, peers, partners, and resellers
• Prepare and deliver client-facing reports, presentations, and demonstrations
• Communicate platform features, benefits, updates, and measurable outcomes
• Identify appropriate upsell and cross-sell opportunities to support revenue generation and retention
• Lead or support special projects and cross-functional initiatives
• Mentor and support other Associates
• Perform other related job functions as assigned

• High School Diploma or equivalent
• 1+ year of customer-facing experience, with increasing responsibility as proficiency grows
• Excellent verbal and written communication skills
• 2+ years of general computer usage, including web-based applications and Microsoft Office or related tools
• Strong customer service and relationship-management skills
• Ability to manage escalations and deliver customized solutions
• Ability to independently assess and resolve complex customer scenarios using sound judgment and critical thinking
• Bachelor’s degree or equivalent work experience preferred
• Experience in customer service, account management, or sales environments, including KPIs, quotas, or structured pre-/post-client activities preferred
• Experience using a CRM system, such as Salesforce or equivalent, preferred
• Experience working in a SaaS business model preferred
• Experience in the oil, gas, or energy industry preferred
• Must be willing to relocate to the Dallas-Fort Worth area before the start date
• Must be willing to work Monday-Friday, various shifts between 7:00 AM and 5:30 PM CT
• No employment visa sponsorship is available
• Applicants may be subject to a background check
• Employees must be able to perform essential functions with or without reasonable accommodations

Demonstrates strong customer service and relationship management skills, with the ability to independently resolve complex customer issues and deliver customized solutions. Proficient in using CRM systems and web-based applications to drive platform adoption and support revenue generation.

• Customer Service
• CRM System Experience
• Complex Problem Resolution
• Communication Skills
• SaaS Business Model Experience

• Customer Service
• Account Management
• Sales Experience
• KPI Management
• Web-Based Applications
• Microsoft Office
• Critical Thinking
• Escalation Management
• Solution Delivery
• Presentation Skills

• Verbal Communication
• Written Communication
• Relationship Management
• Mentoring
• Collaboration

• Oil Industry
• Gas Industry
• Energy Industry
• SaaS

• Salesforce
• CRM Systems
• Microsoft Office