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About the Role
The Customer Success Coordinator is an early-career role supporting the post-sale customer journey, focusing on adoption, utilization, market expansion, account health, and retention. This role provides flexible capacity across the Customer Success organization, assisting teams with various initiatives and ensuring customers receive consistent, proactive, and value-driven support.
Responsibilities
- Curate and maintain customer data hygiene, ensuring accurate and timely information in CDK tools.
- Prepare reports and insights on customer health, adoption, utilization, engagement, and risk.
- Review priority lists to identify data gaps, declining utilization, negative health scores, and other risk signals.
- Support research, documentation, timeline creation, and preparation for customer retention discussions.
- Assist with follow-up coordination and internal updates for retention plans.
- Help assemble data, usage insights, and draft materials for Executive Business Reviews (EBRs).
- Surface observations and recommended next steps to regional leadership.
- Support the completion and follow-up of assigned Success Plays and tasks on priority accounts.
- Provide temporary support during leaves of absence, 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.
Requirements
- 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.
- Must be legally authorized to work in the United States without the need for current or future employment-based visa sponsorship.
Skills
- Customer Success
- Data Curation
- Data Hygiene
- Reporting
- Account Insight Preparation
- Customer Health Scoring
- Adoption Reporting
- Retention Workflows
- Microsoft Office (Excel, PowerPoint)
- CRM (Salesforce, Totango)
- Time Management
- Prioritization
- Communication (Written and Verbal)
- Organization
- Attention to Detail
- Professional Judgment
Location
- Remote
- Field
Work Type
- Remote
- Field
- Travel 25%-50%
Experience Level
- Early-career
- 1-2 years professional experience
Education Level
- Bachelor's degree (BA/BS) or equivalent experience
Salary/Compensations
- $60,000 - $65,000
Benefits
- Medical
- Dental
- Vision
- Paid Time Off (PTO)
- 401K Matching Program
- Tuition Reimbursement
About the Company
- 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.
Equal Opportunity
- CDK Global is committed to fair and equitable compensation practices.
- CDK Global is 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.
- Reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship.