Associate Customer Success Specialist Operations

Remote:
Must live near a major airport and be able to travel up to 25% as needed.

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 improving their financial and operational performance.

The Associate Customer Success Specialist (Associate CSS) supports client adoption and satisfaction by delivering foundational product guidance, assisting with basic training, and documenting client engagements. Working closely with a Customer Success Specialist and Customer Success Manager, the Associate CSS helps customers achieve standard utilization benchmarks, escalates blockers appropriately, and contributes to measurable improvements in product usage and client outcomes.

• Partner with the assigned CSM/CSS to support best‑in‑class service for clients.
• Provide guidance on navigating CDK systems.
• Deliver foundational product walk‑throughs and basic workflow guidance for end users.
• Follow established utilization benchmarks and guide customers on standard best practices to achieve them.
• Assist with client training sessions (virtual and onsite), scaled webinars, and reference materials.
• Document all client interactions, action items, and outcomes in internal systems with high accuracy.
• Identify routine blockers and escalate promptly to CSS, Sr CSS, or Customer Care per guidelines.
• Maintain a learning plan to expand knowledge of CDK products, dealership workflows, and industry basics.
• Support value conversations by reinforcing how standard features and workflows help achieve client goals.
• Coordinate with internal teams to schedule sessions, gather resources, and prepare basic reports as requested.
• Uphold CDK values:
  Stay Curious, Own It, Be Open, Create Possibilities.
• Perform other related duties as assigned.

• Strong written and verbal communication skills.
• High sense of urgency; able to de‑escalate routine issues using empathy.
• Effective time management and consistent on‑time delivery of assignments.
• Exhibits a strong customer‑service‑oriented mindset.
• Organization and prioritization skills; attention to detail in documentation.
• Ability to clearly explain product fundamentals and standard workflows.
• Familiarity with dealership operations or business process environments.
• Associate’s degree or equivalent experience.
• Demonstrates strong working knowledge of Microsoft Office tools for communication, reporting, and analysis.
• Ability to work independently with guidance from CSS/CSM and collaborate within a team.
• Comfortable operating in a remote and travel role.
• Ability to travel up to 25% to dealership locations.

• 1–2 years of professional experience (customer success, support, training, or client‑facing role preferred).
• Experience with automotive workflows or dealership operations.
• Familiarity with CDK’s solutions, implementation, and service models.
• Experience delivering or supporting end‑user training (virtual/onsite).
• Bachelor’s degree (BA/BS).
• Exposure to Salesforce or other customer documentation tools.

• Operate Computer Hardware and Other Office Equipment:
  Constantly.
• Repetitive Motion:
  Frequently.
• Position and Move Items:
  Frequently.
• Physical Demands:
  Up to 15LB.
• Remain in a Stationary Position:
  Frequently.
• Move About:
  Frequently.
• Adjust Posture for Movement:
  Frequently.
• Ascend and Descend:
  Occasionally.
• Observe or Inspect Details:
  Frequently.
• Communicate Information and Ideas so that Others will Understand:
  Constantly.
• Exposure to Outdoor Weather Conditions:
  Occasionally.
• Detects Auditory Cues:
  Frequently.
• Exposure to Confined Spaces:
  Occasionally.
• Operate a Vehicle Safely:
  Frequently.
• Ability to…