Customer Success Coordinator

CDK Global, LLC; Texas; Hybrid; USD 60,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401K Matching

Job summary

CDK Global is seeking an early-career Customer Success Coordinator to support post-sale onboarding, adoption, and retention across multiple accounts. You will work with Lead CSMs and regional managers to learn the business and help ensure proactive, value-driven support.

This is a flexible role across a high-volume environment. The position emphasizes data hygiene, account health monitoring, and cross-functional collaboration to maximize customer outcomes and expansion opportunities.

Qualifications

• Bachelor’s degree or equivalent experience.
• Strong written and verbal communication skills.
• 1–2 years of professional experience in customer success, support, training, or client-facing roles.
• Background in SaaS, automotive retail, CRM, or related fields.

Responsibilities

• Maintain accurate and timely account information, customer attributes, contacts, notes, sentiment, and risk indicators in CDK tools.
• Organize and summarize customer health, adoption, utilization, engagement and risk data.
• Prepare account-level reporting to assist CSMs and leaders identify trends, gaps and opportunities.
• Support research, documentation, and timelines for retention initiatives and action plans.
• Assist with follow-up coordination and internal updates tied to retention plans.
• Create and update Success Plans and Executive Business Review materials.

Skills

Communication

Attention to detail

Time management

Data dashboards

Education

Bachelor’s degree or equivalent

Tools

Totango

Salesforce

Microsoft Excel

Job description

Remote/Field

Must be located in the Central or Mountain time zone and be able to travel 25%-50%

About Us

CDK Global is a leading provider of cloud-based software to dealerships and Original Equipment Manufacturers (“OEMs”) across automotive and related industries. The Company’s cloud-based, software as a service (“SaaS”) platform enables dealerships to manage their end-to-end business operations including the acquisition, sale, financing, insuring, repair, and maintenance of vehicles. By automating and streamlining critical workflows, the integrated platform of modern solutions enables dealers to sell and service more vehicles by creating simple and convenient experiences for customers and improves their financial and operational performance.

Position Summary

The Customer SuccessCoordinator(an early-career Customer Success role designed to support the post-sale customer journey across adoption, utilization, market expansion, account healthand retention.) This role is notassigned toa permanent book of business. Instead, theCSCprovides flexible capacity across the Customer Success organization, helping teamsmaintainmomentum during leave of absence coverage, high-volume administrative cycles, proactive account reviews, data hygieneinitiativesandtargeted at-risk customer activities. TheCSCwill work closely with Lead CSMs, Regional Managersandcross-functional partners tolearnthe business, strengthen operationaldisciplineandhelp ensure our customers receive consistent,proactiveandvalue-driven support.

Responsibilities

• Customer data curation and hygiene
• Maintain accurate and timely account information, customer attributes, contacts, notes, sentiment & risk indicators in CDK tools (Totango, Salesforce and other CS tooling)
• Reporting and account insight preparation
• Organize and summarize customer health, adoption, utilization, engagement and risk data
• Prepare account-level reporting to assist CSMs and leaders identify trends, gaps, opportunities and areas requiring action
• Review priority lists to identify missing data, declining utilization, negative health score trends, unresolved issues (including case escalation) upcoming renewals or other risk signals
• Support research, documentation, timeline creation, issue tracking and preparation for save/recovery discussions
• Assist with follow-up coordination and internal updates tied to retention plans
• Account planning and Success Plan preparation
• Executive Business Review preparation
• Help assemble data, usage insights, reporting and draft materials for EBRs
• Surface observations and recommended next steps to Regional leadership
• Support completion and follow-up of assigned Success Plays and tasks on priority accounts
• Flexible team support
• Provide temporary support during LOAs, high-volume administrative periods and targeted retention efforts
• Help regional teams maintain continuity when capacity gaps arise
• Receive coaching from Lead CSMs and experienced team members to prepare for future book-of-business ownership

Qualifications

• Bachelor’s degree (BA/BS) or equivalent experience
• Strong written and verbal communication skills
• High sense of urgency
• Strong organization, follow-through and attention to detail
• Excellent time management and prioritization skills
• Comfort working with data, reports, dashboards and customer information
• Proficiency with Microsoft Office tools, especially Excel and PowerPoint
• General CRM familiarity; Salesforce, Totango, or similar tools preferred
• Ability to work across multiple priorities and stakeholders
• Curiosity, coachability and a desire to grow in Customer Success
• Professional judgment when handling customer and account information
• 1–2 years of professional experience (customer success, support, training, or client‑facing role preferred)
• Internship, campus leadership, customer-facing, sales, support, or account coordination experience
• Background in SaaS, automotive retail, CRM, call center, customer care, implementation, or business operations
• Exposure to customer health scoring, adoption reporting, or retention workflows
• Experience preparing presentations, summaries, reports, or executive-ready materials

Compensation

Compensation: $60,000 - $65,000

CDK Global is committed to fair and equitable compensation practices. Compensation packages are based on several factors, including but not limited to skills, experience, certifications, and work location. The total compensation package for this position may also include annual performance bonus, benefits and/or other applicable incentive compensation plans.

Benefits

• Medical, dental, and vision benefits
• Paid Time Off (PTO)
• 401K Matching Program
• Tuition Reimbursement

Diversity & Inclusion

At CDK, we believe inclusion and diversity are essential in inspiring meaningful connections to our people, customers and communities. We are open, curious and encourage different views, so that everyone can be their best selves and make an impact.

CDK is an Equal Opportunity Employer committed to creating an inclusive workforce where everyone is valued. Qualified applicants will receive consideration for employment without regard to race, color, creed, ancestry, national origin, gender, sexual orientation, gender identity, gender expression, marital status, creed or religion, age, disability (including pregnancy), results of genetic testing, service in the military, veteran status or any other category protected by law. Applicants must be legally authorized to work in the United States without the need for current or future employment-based visa sponsorship. The employee must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship. CDK retains the right to change or assign other duties to this position as needed.

About CDK (Repeating)

CDK Global is a leading provider of cloud-based software to dealerships and Original Equipment Manufacturers (“OEMs”) across automotive and related industries. The Company’s cloud-based, software as a service (“SaaS”) platform enables dealerships to manage their end-to-end business operations including the acquisition, sale, financing, insuring, repair, and maintenance of vehicles. By automating and streamlining critical workflows, the integrated platform of modern solutions enables dealers to sell and service more vehicles by creating simple and convenient experiences for customers and improves their financial and operational performance.

Visit www.cdk.com