Remote Customer Success Coordinator | Data & Insights

CDK Global; Austin (TX); Hybrid; USD 60,000 - 65,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

401K Matching Program

Tuition Reimbursement

Medical, dental, and vision benefits

Job summary

CDK Global is seeking a Customer Success Coordinator to support the post-sale journey across adoption, utilization, and retention. This early-career role provides flexible capacity across the CS org and collaborates with Lead CSMs, Regional Managers, and cross-functional partners to learn the business and deliver proactive, value-driven support.

You will help with data hygiene, account health, reporting, and preparation for executive business reviews, while gaining exposure to regional

Responsibilities

• The CSC will be directly responsible for work that improves visibility, readiness and execution across the Customer Success organization, including but not limited to:
• 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.

Job description

CDK Global is seeking a Customer Success Coordinator to support the post-sale journey across adoption, utilization, and retention. This early-career role provides flexible capacity across the CS org and collaborates with Lead CSMs, Regional Managers, and cross-functional partners to learn the business and deliver proactive, value-driven support.

You will help with data hygiene, account health, reporting, and preparation for executive business reviews, while gaining exposure to regional