Customer Success Coordinator at CDK Global

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 Success Coordinator an early-career Customer Success role designed to support the post-sale customer journey across adoption, utilization, market expansion, account health and retention.     This role is not assigned to a permanent book of business. Instead, the CSC provides flexible capacity across the Customer Success organization, helping teams maintain momentum during leave of absence coverage, high-volume administrative cycles, proactive account reviews, data hygiene initiatives and targeted at-risk customer activities.     The CSC will work closely with Lead CSMs, Regional Managers and cross-functional partners to learn the business, strengthen operational discipline and help ensure our customers receive consistent, proactive and value-driven support.   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.  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: $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.

Requirements

Must-haves

The Customer Success Coordinator an early-career Customer Success role designed to support the post-sale customer journey across adoption, utilization, market expansion, account health and retention.
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.
Bachelor’s degree (BA/BS) or equivalent experience.
Strong written and verbal communication skills
High sense of urgency

Nice-to-haves

General CRM familiarity; Salesforce, Totango, or similar tools preferred
1–2 years of professional experience (customer success, support, training, or client‑facing role preferred)

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: workday
Effort: long

Benefits

Benefits detected in the listing.

Dental

Vision

401k

Pto

Paid Time Off