Client Services Director jobs in Oklahoma City, OK

An exciting full-time employee opportunity exists for a Business Analyst Consultant who will provide leadership and coordination of the teams’ vision and strategic plan, and work with the team to support client solutions. The BA Consultant anticipates the needs of the organization, plans for its development and growth with the team, recommends necessary changes, and takes action on those changes and growth initiatives. In this role, you will collaborate closely with team members across the company to ensure operational efficiency and cohesiveness.

Who WE are…

Our Vision is to “Strive to be the leading provider of business solutions and financial expertise in the energy sector and beyond.” We are dedicated to delivering exceptional services and fostering long-term relationships with our clients.

Mission: “providing the highest level of expertise, care, and professionalism in each and every project, service, and interaction. We are committed to ensuring the continued growth and success of our clients and our company.”

We uphold our values of Integrity, Care, Excellence, Loyalty, and Growth. We believe in doing things right and always doing right by each other. Our commitment to care goes beyond the superficial; instead, it is demonstrated in our dedication to serving both our team members and our clients. We prioritize creating a supportive and inclusive environment where everyone feels valued and empowered to contribute and be their best.

Benefits and Perks include:

· Start with 3 weeks of vacation plus time off for sick leave and appointments.

· Don’t worry about healthcare insurance, 100% of employee and 100% of family members insurance premiums are covered.

· 401K plan with 4.35% company match.

· Salary based on experience and performance with regular salary reviews.

· Office is set up for your comfort and a fun and effective working environment.

· Bring your dog to work.

· Large main kitchen and break room where you can take a break, play a game work on a non-financial work puzzle!

· Smaller kitchen setups for each office wing.

· Coaching available from more tenured employees.

· Growth – if you want to grow your career, you’ll quickly be rewarded with opportunities. There is no timeframe for promotions – quick progress = quick promotions.

· Leave the long hours behind. Get home to your family for dinner.

· Work environment that is casual, fun, collaborative and caring towards everyone.

· This is anEqual Opportunity Employer

A candidate for this role should have experience participating in one or more of the following types of projects:

· System Implementations

· Data Conversions and Integrations

· Master Data Management, Business Intelligence & Data Analytics

· Report Design & Development

· Financial Accounting, Operational Accounting, and Mergers & Acquisitions

Role Specific Responsibilities

· Must be able to work with internal team in the OKC Corporate office on a daily basis.

· Interact with client team members and executives, representing your individual project and your internal team on a regular basis.

· Leverage existing methodologies to provide industry-recognized best practices to clients.

· Collaborate with client, vendor, and your team members to identify and document desired functionality, business requirements, supporting processes and/or system procedures.

· Facilitate project activities such as client meetings, process/design workshops, user acceptance test sessions, and weekly status updates.

· Provide hands-on business and technical analyst activities, while completing project deliverables.

· Provide leadership, coordinate, and execute the team’s vision and strategic plan with advisor and team member input and involvement.

· Lead, coordinate, track, and report on team goals and initiatives.

· Coordinate training on new systems and technology for advisors and team.

· Provide back-up support for individual team members, as needed.

· Create an exceptional client experience through high quality support and communication.

· Establish new accounts and process account servicing requests for clients, when needed.

· Maintain integrity of the team’s Client Relationship Management System with up-to-date client and vendor information.

· Coordinate scheduling of follow-up items and tasks from client meetings.

· Correspond and provide service to clients.

· Oversee the planning process and coordination of deliverables and services.

· Provide value and organization, to facilitate the practice’s continued growth and development.

Ideal work experience looks like…

· 2 years of consulting experience

· 2 years of experience participating in the development or implementation of software systems

· 2 years of upstream energy industry experience, including working knowledge of one or more of the following areas within upstream is preferred but not required:

o Revenue Accounting

o Production Accounting

o Well Data and Drilling

o Land Management

o Midstream

· Experience with one or more of the following technologies:

o Understanding of PL/SQL

o SQL Server, SSIS, SSAS, SSRS, Oracle Business Intelligence (OBIEE), Informatica (ETL)

o C#

o Net Framework

o Python

· Strong experience with Power BI, Visio, and Excel is required.

· Prefer additional experience in Salesforce, ODA, Quorum, SAP, Wolfe Pak

· Must be eligible to work for ANY employer in the United States; we are unable to sponsor H1B applicants at this time.

· Bachelor’s Degree

· This position may require travel to client projects.

Who YOU are…

You are a person that excels at taking charge and being a leader. You have a positive attitude, a strong work ethic, and the experience and personality to be a leader. You are process driven and a problem-solver. You are adept at communicating clearly and concisely. You supervise, oversee, and delegate projects and responsibilities to your team, and you understand how to effectively motivate different personalities. As an upcoming leader, you hold your team to our high standards and are capable and accountable for getting work done and following the vision of the practice. You are a person that has the high level of emotional intelligence needed to manage diverse personalities and create a synergistic team. You demonstrate a strong ability to prioritize and manage competing priorities.

Job Type: Full-time

Pay: $78,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Profit sharing
• Referral program
• Relocation assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Schedule:

• 8 hour shift

Travel requirement:

• No travel

Ability to Relocate:

• Oklahoma City, OK 73112: Relocate before starting work (Required)

Work Location: In person