Customer Success Engineer I - Onboarding (Hybrid Work Schedule)
Required Skills
Job Description
**Customer Success Engineer, Onboarding**
**Location: Houston, Texas**
**Model of Work: Hybrid**
Are you excited by challenges? Do you enjoy working in a fast\-paced, dynamic environment? Then now is the time to join Quorum Software, a rapidly growing company and industry leader in oil \& gas transformation.
Quorum Software is the world's largest provider of digital technology focused solely on business workflows that empower the next evolution of energy. From emerging companies to supermajors, throughout every region of the globe, customers rely on Quorum's proven innovation and unmatched global expertise to streamline business operations and make data\-driven decisions that optimize profitability and growth. Our industry\-leading solutions are transforming energy companies across the entire value chain, helping visionary leaders evolve their organizations into modern energy companies.
**Overview**
The primary role of the Customer Success Engineer (CSE), Onboarding position is to build relationships with new and existing customers by project managing their onboarding to the product, providing best practices, technical and customer support, and user training on the application. Quorum has built its reputation in the industry by offering an exceptional level of support to customers. An ideal candidate is technically savvy with excellent communication skills, project management experience, and knowledge of the upstream oil and gas industry. The CSE I is responsible for client consulting, new customer implementation, project management, technical troubleshooting, customer support, product integration and new user training.
The Customer Success Engineer provides initial front\-line software support for our On Demand software customers at Quorum Software.
**Responsibilities**
* Handles onboarding the client onto the OnDemand Product they have contracted.
* Performs first line triage support for clients answering basic questions and assisting clients to 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 Customer 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 product documentation and online training videos.
* Performs entry\-level Quality Assurance testing for software development
* Develops/Maintains SOP for troubleshooting technical problems.
* Participates in oil \& gas accounting training.
* Seeks opportunities to expand on personal knowledge of applications.
* Stays current with system information, changes and updates.
* And other duties as assigned.
**Requirements**
* Bachelor’s degree (B.A.) in Accounting or Finance from a four\-year college or university and/or 2 years of industry experience. Oil and Gas Accounting experience preferred.
* 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 define problems, collects data, establishes facts, and draw valid conclusions.
* Effective communication skills.
* Proven experience in a customer service role
**Preferred Skills**
* Project Management experience a plus
**Additional Details**
* Background Check: The successful candidate will need to successfully complete the following clearances: Criminal History Check, Education Verification, Employment Verification, Driver’s License Verification and passport/ID validation.
* Visa Sponsorship: Employment eligibility to work with Quorum Software in the United States is required as the company will not pursue visa sponsorship for this position. The successful candidate will be required to ensure they maintain and renew any visas or permits that grant employment eligibility where applicable.
**About Quorum Software**
Quorum Software connects people and information across the energy value chain. Twenty years ago, we built the first software for gas plant accountants. Pipeline operators came next, followed by land administrators, pumpers, and planners. Since 1998, Quorum has helped thousands of energy workers with business workflows that optimize profitability and growth. Our vision for the future connects the global energy ecosystem through cloud\-first software, data standards, and integration. The trusted source of decision\-ready data for 1,8
**Location: Houston, Texas**
**Model of Work: Hybrid**
Are you excited by challenges? Do you enjoy working in a fast\-paced, dynamic environment? Then now is the time to join Quorum Software, a rapidly growing company and industry leader in oil \& gas transformation.
Quorum Software is the world's largest provider of digital technology focused solely on business workflows that empower the next evolution of energy. From emerging companies to supermajors, throughout every region of the globe, customers rely on Quorum's proven innovation and unmatched global expertise to streamline business operations and make data\-driven decisions that optimize profitability and growth. Our industry\-leading solutions are transforming energy companies across the entire value chain, helping visionary leaders evolve their organizations into modern energy companies.
**Overview**
The primary role of the Customer Success Engineer (CSE), Onboarding position is to build relationships with new and existing customers by project managing their onboarding to the product, providing best practices, technical and customer support, and user training on the application. Quorum has built its reputation in the industry by offering an exceptional level of support to customers. An ideal candidate is technically savvy with excellent communication skills, project management experience, and knowledge of the upstream oil and gas industry. The CSE I is responsible for client consulting, new customer implementation, project management, technical troubleshooting, customer support, product integration and new user training.
The Customer Success Engineer provides initial front\-line software support for our On Demand software customers at Quorum Software.
**Responsibilities**
* Handles onboarding the client onto the OnDemand Product they have contracted.
* Performs first line triage support for clients answering basic questions and assisting clients to 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 Customer 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 product documentation and online training videos.
* Performs entry\-level Quality Assurance testing for software development
* Develops/Maintains SOP for troubleshooting technical problems.
* Participates in oil \& gas accounting training.
* Seeks opportunities to expand on personal knowledge of applications.
* Stays current with system information, changes and updates.
* And other duties as assigned.
**Requirements**
* Bachelor’s degree (B.A.) in Accounting or Finance from a four\-year college or university and/or 2 years of industry experience. Oil and Gas Accounting experience preferred.
* 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 define problems, collects data, establishes facts, and draw valid conclusions.
* Effective communication skills.
* Proven experience in a customer service role
**Preferred Skills**
* Project Management experience a plus
**Additional Details**
* Background Check: The successful candidate will need to successfully complete the following clearances: Criminal History Check, Education Verification, Employment Verification, Driver’s License Verification and passport/ID validation.
* Visa Sponsorship: Employment eligibility to work with Quorum Software in the United States is required as the company will not pursue visa sponsorship for this position. The successful candidate will be required to ensure they maintain and renew any visas or permits that grant employment eligibility where applicable.
**About Quorum Software**
Quorum Software connects people and information across the energy value chain. Twenty years ago, we built the first software for gas plant accountants. Pipeline operators came next, followed by land administrators, pumpers, and planners. Since 1998, Quorum has helped thousands of energy workers with business workflows that optimize profitability and growth. Our vision for the future connects the global energy ecosystem through cloud\-first software, data standards, and integration. The trusted source of decision\-ready data for 1,8
Posted: 2026-03-18