Associate Customer Success Specialist - Service

Summary

CDK Global provides cloud-based software solutions that help automotive dealerships and OEMs manage end-to-end business operations. The Associate Customer Success Specialist supports client adoption and satisfaction through product guidance, basic training, engagement documentation, and escalation of routine blockers while working with Customer Success Specialists and Managers.

Responsibilities

• 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

Skills

• Strong written and verbal communication skills
• High sense of urgency; able to de‑escalate routine issues using empathy
• Automotive experience required
• 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
• Applicants must be legally authorized to work in the United States without the need for current or future employment-based visa sponsorship
• 1–2 years of professional experience (customer success, support, training, or client‑facing role preferred)
• Experience with automotive workflows or dealership operations
• Experience with dealership Accounting workflows
• 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

Qualifications

Must Haves

• Strong written and verbal communication skills
• High sense of urgency; able to de‑escalate routine issues using empathy
• Automotive experience required
• 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
• Applicants must be legally authorized to work in the United States without the need for current or future employment-based visa sponsorship

Nice to Haves

• 1–2 years of professional experience (customer success, support, training, or client‑facing role preferred)
• Experience with automotive workflows or dealership operations
• Experience with dealership Accounting workflows
• 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

Benefits

• Annual performance bonus
• Medical, dental, and vision benefits
• Paid Time Off (PTO)
• 401K Matching Program
• Tuition Reimbursement