Customer Success Coordinator

CDK Global; United States; Remote; USD 60,000 - 65,000; Full time

Benefits offered by this job

PTO

401K Matching Program

Tuition Reimbursement

Medical, dental, and vision benefits

Job summary

CDK Global is a leading cloud-based software provider for automotive dealerships. We seek a Customer Success Coordinator to support post-sale adoption, utilization, market expansion, account health and retention.

This role is not assigned to a permanent book of business and offers flexible capacity across CS to cover leaves, high-volume cycles, and targeted at-risk activities. You will work with Lead CSMs and Regional Managers to learn the business and deliver proactive, value-driven support.

Qualifications

• Bachelor’s degree (BA/BS) or equivalent experience.
• Strong written and verbal communication skills.
• High sense of urgency and attention to detail.
• 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.

Responsibilities

• Improve visibility, readiness and execution across the CS organization.
• Maintain accurate account information, attributes, contacts, notes and risk indicators in CS tooling.
• Prepare account-level reporting to assist CSMs and leaders; identify trends and gaps.
• Summarize customer health, adoption and engagement data.
• Assist with retention plans and executive business reviews (EBR).
• Support data gathering and coordination for success plays and priority accounts.

Skills

Clear communication

Urgency and prioritization

Time management

MS Office proficiency

CRM familiarity

Education

Bachelor's degree (BA/BS) or equivalent

Tools

Salesforce

Totango

Excel

PowerPoint

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 SuccessCoordinatoranearly-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:

• TheCSCwill bedirectly responsiblefor work that improves visibility,readinessandexecution across the Customer Success organization, includingbut not limited to:
• Customer data curation and hygiene
• Maintainaccurateandtimelyaccount information, customer attributes,contacts, notes, sentiment&risk indicators inCDK tools (Totango,Salesforceand other CS tooling)
• Reporting and account insight preparation
• Organizeandsummarize customer health, adoption,utilization,engagementand risk data
• Prepare account-level reporting toassistCSMs and leadersidentifytrends, gaps,opportunitiesand areas requiring action
• Review priority lists toidentifymissing data, decliningutilization,negativehealth scoretrends,unresolved issues(including case escalation)upcoming renewals or other risk signals
• Support research, documentation, timeline creation, issuetrackingandpreparation for save/recovery discussions.
• Assistwith 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,reportinganddraft materials for EBRs
• Surface observations and recommended next stepstoRegionalleadership
• Support completion and follow-up of assigned Success Playsandtaskson priority accounts
• Flexible team support
• Provide temporary support during LOAs, high-volume administrative periods and targeted retention efforts
• Help regional teamsmaintaincontinuity when capacity gaps arise
• Receive coaching from Lead CSMs and experienced teammembers 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-throughandattention to detail
• Excellent time management and prioritization skills
• Comfort working with data, reports,dashboardsandcustomer information
• Proficiencywith 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,coachabilityanda 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: $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.We offer Medical, dental, and vision benefits in addition to:

• Paid Time Off (PTO)
• 401K Matching Program
• Tuition Reimbursement

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.