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,…