Client Implementation Specialist

Drilling Info Houston , TX 77020

Posted 10 months ago

Client Implementation Specialist

Oildex by Drillinginfo is transforming the way oil and gas companies manage their financial operations. Over 250 operators, 61,000 suppliers, dozens of financial institutions and millions of mineral rights owners in North America use the Oildex Network to seamlessly and securely collaborate across their financial supply chains, automate key business processes, eliminate the high cost and errors of paper, and obtain access to key data to make more informed business decisions.

We are looking for an enthusiastic individual with excellent communication skills who enjoys problem solving, critical thinking and provides the highest level of client service. As a Client Implementation Specialist, it's important to be able to balance client expectations along with company goals as the individual will be responsible for several implementations task and milestones simultaneously. This position is responsible for the overall coordination, execution, and delivery of our products to our customers.

Are you a detail-oriented individual that enjoys working in a team environment and revels in taking on new challenges? If you are looking for an opportunity that provides an environment for you to grow your professional skills and knowledge, while also joining a company that offers a family environment, the Client Implementation Specialist position may be the role for you.

Performance Objectives:

  • Responsible for managing the implementation of Oildex software products with clients. This includes following project management principles as the project progresses to ensure the clients are promoters of the finished product.

  • Responsible for coordinating communication with all areas of the organization that impacts the timeline, budget, scope, risk, and resources of the work effort being managed.

  • Ensures milestones are successfully met through the management of project activities, tasks, and coordination of resources.

  • Consult with clients on best practices in integrating the Oildex software with their ERP system.

  • Provide application and business expertise to clients, without direct supervision. Consults with Senior Leaders from IT and Finance in client organization on adapting solutions to their needs.

  • Analyze existing workflow environments and assists with setting up and configuring new installations to fit into workflow models.

  • Effectively communicate project statuses to internal and external stakeholders and coordinate work timelines and expectations between the customer and all other groups, third parties and other individuals who are involved in the project. This also drives customer satisfaction which will influence future sales, retention and our NPS scores.

  • Conduct training for new users on Oildex software.

  • Perform risk management & create strategies for risk mitigation and contingency planning.

  • Provide input to management on new implementation policies, programs, procedures and schedules, based on knowledge of identified needs or changes in services and continuous improvement objectives.

  • Develop and maintain detailed technical knowledge of the specifications, operation, and diagnostic of products while maintaining familiarity with competing products.

  • Solicits customer feedback to improve service and respond to requests for service and assistance.

Competitive Candidate Profile:

  • 1+ years related experience in managing software implementation projects

  • 3+ years of outstanding customer service to large complex Oil and Gas organizations

  • Solid technical background with understanding and/or hands-on experience in software development and web technologies

  • Strong communication skills and able to talk to all levels of an organization

  • Proficient in all MS Office Products

  • Good understanding of SaaS and P2P processes

  • Knowledge of project management tools and web tools

  • Knowledge of Project Management (PMBOK) principles


  • Ability to confidently handle multiple projects running concurrently with solid organizational and time management skills

  • Ability to learn new software applications, from a functional perspective, with minimal guidance

  • Ability to problem solve and seek alternatives and handle multiple priorities

  • Ability to demonstrates excellent written and verbal communication skills

  • Ability to work collaboratively and cooperatively in a team environment while being able to work independently without immediate supervision

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Client Implementation Specialist

Drilling Info