Customer Success Coordinator

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

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.

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.

• 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
• 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 Power Point
• 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…