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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 account information, customer attributes, contacts, notes, sentiment, and risk indicators in CDK tools.
Prepare reports and account insights by organizing and summarizing customer health, adoption, utilization, engagement, and risk data.
Review priority lists to identify missing data, declining utilization, negative health score trends, unresolved issues, upcoming renewals, or other risk signals.
Support research, documentation, timeline creation, issue tracking, and preparation for customer retention discussions.
Assist with follow-up coordination and internal updates related to retention plans.
Prepare for Executive Business Reviews (EBRs) by assembling data, usage insights, reporting, and draft materials.
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 flexible team 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 data curation
Account information maintenance
Reporting
Data analysis
Issue tracking
Retention planning
Executive Business Review preparation
Team support
Microsoft Office (Excel, PowerPoint)
CRM familiarity (Salesforce, Totango preferred)

Location

Remote
Field

Work Type

Remote
Field

Experience Level

Early-career
1-2 years professional experience

Education Level

Bachelor's degree 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. 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.
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.
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.