CDK Global

Sales

• Uncover dealer prospect needs and challenge client to maximize their business results by embracing CDK solutions.
• Consistent sales calls 80% face to face with dealerships 80% travel required, overnight travel.
• Daily communication with channels.
• Daily communication with management.
• Monthly conference call with Sr. Director of Sales.
• Engage in solution sales process.
• Manage overall account relationship.
• Close business achieving assigned annual quota credit.
• Ensure competitors do not penetrate accounts.
• Data analysis to include total dealer spend.
• Assimilate product & technology knowledge to configure and quote product solutions.
• Maximize your resources by engaging the full breadth and depth of CDK channel partners.
• Gain quick access to key decision maker.

Account Sales – Automotive Software

Business Operations

• Leverage expertise in Fixed Operations, Service Pricing, and CDK Service to ensure system configurations align with client business requirements and industry best practices
• Customize Service Pricing based on client needs
• Provide ongoing consultation to dealership management on pricing strategies and system utilization
• Conduct 30-day sustainment reviews to ensure system accuracy, adoption, and performance
• Analyze performance reports against benchmarks to identify improvement opportunities and drive business outcomes
• Manage client engagements, including scheduling and facilitating calls via Outlook, Microsoft Teams, PSA, and Salesforce
• Track, update, and complete assigned tasks within Salesforce in a timely manner
• Collaborate with peers and cross-functional teams to ensure successful project delivery
• Stay current on automotive retail trends and apply insights to client engagements
• Support team members in achieving both individual and team performance goals

Business Process Consultant – Service Pricing

Manager

• Manage administration of self-funded health & welfare and 401k retirement benefit plans, and ancillary perk programs for U.S., Canada, and Puerto Rico
• Manage vendor partner relationships, vendor contracts, compliance requirements and invoicing
• Emphasis on 401k retirement plan compliance activities, reporting, documents, filings, and audit processes
• Analyze benchmarking information, internal data, and strategize with vendors and leadership on benefit offerings to deliver market competitive, innovative and cost efficient programs that engage and attract talent
• Lead benefits projects including U.S. benefits annual enrollment, annual 401k audit, and other benefits compliance activities including discrimination testing, ACA, plan document and SPD updates, 5500s and more
• Lead implementations of new plans, vendors, processes, and systems as needed
• Work on special projects as required, including, but not limited to, acquisitions, benefit program additions or changes, etc
• Collaborate regularly with Payroll, Finance/Accounting, HR Operations, HR Technology and external providers to ensure accurate and efficient administration and processes
• Resolve escalated issues, concerns, appeals, and claims with external help from vendors/partners in partnership with the Benefits team
• Develop and deliver training for teammates, managers, and HR partners on benefits programs, best practices, and related processes and procedures
• Identify and implement process improvements across the team that increase efficiency, drive a better employee experience & engagement
• Lead and develop 2 internal reports including performance management, coaching, and career development
• Maintain current knowledge of global benefits compliance and regulations, in partnership with external resources, and stay apprised of upcoming changes.

Manager, Benefits

• Lead virtual and on-site consulting engagements with dealership Parts and Service departments.
• Conduct comprehensive operational assessments covering Advisor workflows, Technician productivity, Inventory controls and reconciliation, Efficiency and pricing review.
• Identify inefficiencies, risks, and opportunities, and develop tailored improvement roadmaps aligned with CDK best practices.
• Educate dealership leadership on operational best practices that improve warranty recoverability and long-term reimbursement sustainability.

Senior Business Process Consultant

Product Manager

• Assists in shaping individual product strategy & in the creation of relevant business cases
• Accountable for the full product lifecycle from ideation to end-of-life
• Responsible for determining interdependencies in the broader CDK product lines & ecosystem
• Voice of the customer & market for the product organization
• Ensures that user personas & product requirements are defined and reflected in user stories
• May also own and/or assist in Epic development
• Working with Scrum Master and agile team on backlog grooming and ensures that timely decision making on product requirement trade-offs
• Conducts complex & important work
• Operates with moderate supervision, little instruction on day-to-day work & general instruction on new projects
• Analyzes solutions using standard procedures
• Maintains awareness of competition & product differentiators
• Continuously builds product management skills
• Leverages industry, org, customer knowledge to interpret & drive internal/ customer requirements
• Leads product requirements & works daily with agile team(s) defining users stories/Features (Epics)
• Acts as a resource for junior staff (peer-to-peer)
• Translate product vision into prioritized & deliverable Features (Epics) and user stories (based on feedback from dealers/customers & analysis of user & buyer personas) to deliver differentiated customer outcomes
• Manage the backlog for sprint teams, partnering with R&D/scrum master in prioritization, supporting full lifecycle from definition, beta, showcase & retrospectives
• Participate in AI Native development practices
• Work with product marketing to develop product’s value proposition, features/benefits
• Monitor & adapt to key product success metrics (e.g. adoption, profitability, NPS, market share growth)
• Invest in gaining expertise of the market, user personas, functional & domain knowledge
• Develop & prioritize the Features (Epics) & user stories based on user/market requirements, strategy & business plan
• Support business case development
• Collaborate with other Product Managers to ensure the product remains aligned with overall CDK product strategy & deliverables.

Senior Product Manager

Account Executive

• Aggressively acquire new business strengthening and influencing key automotive dealer relationships.
• Create activity by cold calling into competitive accounts daily.
• Identify and define growth opportunities in the market for the business.
• Develop an overall sales plan and forecast sales results for both the short and long term.
• Accountable for generating significant revenue and profit growth utilizing a disciplined and process-oriented approach.
• Set clear, measurable performance goals to achieve assigned sales quota.
• Interface and work with internal teams through the sales and implementation process.
• Responsible to ensure all client information is entered into salesforce.com in a timely manner.

Account Sales Executive – Automotive Software

Customer Support

• Provides primary support to customers encountering problems using the CDK’s products and solutions
• Responds to customer product inquiries via telephone or in written internet-based email or chat sessions
• Facilitates inquiries through systems in order to provide answers to common questions and problems
• Resolves customer concerns raised during installation, operation, maintenance or product application or compatibility matters
• Documents customer information and recurring technical issues to support product quality programs and product development
• Receives inbound client/associate inquiries via phone, web chat, e-mail, and online ticket
• Creates case logs, record information, establish resolution time, follow up on issues, and escalate complex issues
• Assesses issues and establish a course of action to guide the client/associate to timely resolution of inquiry
• Troubleshoots problems with malfunctioning software applications and recommends corrective action
• Directs and guides clients through resolution of technical issues
• Submits requests for product changes and other custom programming updates
• Practically applies knowledge of CDK case resolution process, policies, and escalation methodology
• Attends training courses as required and stays abreast of evolving internal processes and industry developments
• Provides customer service and remote support services and applies problem solving skills
• Works in a team environment and assists team members on various issues
• Provides other ad hoc support and duties as assigned
• Works in an environment with competing priorities

Customer Support Representative

• Set clear, measurable performance goals to consistently achieve a sales quota:
• Identify new opportunities with existing customers
• Grow and maintain existing accounts
• Generate significant revenue and profit growth utilizing a disciplined and process-oriented approach
• Growing and protecting revenue of the dealership client
• Develop an overall sales plan and forecast short and long-term sales results.
• Demonstrate comprehensive understanding of specific CDK products and their functionality.
• Interface and work with internal teams through the sales and implementation process.
• Understand industry segment and keep abreast of competitor developments in the market and/or territory.
• Focus on consultative relationship with the client by developing an understanding of their unique business needs and bringing forth integrated solutions.
• Diagnose and resolve customer concerns in a timely manner with appropriate resolution for the customer and company.
• Utilize Salesforce.com for maintaining client information and forecasting, leveraging the 9 steps of the “Triangle”.

Account Sales, Automotive Software

• Own and deliver a multi-million-dollar annual sales quota across a defined portfolio of top-tier enterprise accounts.
• Lead complex, multi-solution sales cycles involving executive decision makers, technical stakeholders, and cross-functional buying committees.
• Develop and execute strategic account plans that align client business objectives with CDK’s technology roadmap and integrated product suite.
• Expand revenue through cross-sell, upsell, and white-space penetration, leveraging CDK’s ecosystem of software, analytics, and digital retailing solutions.
• Serve as sponsor for enterprise relationships, ensuring customer success and renewal through proactive account management and stakeholder engagement.
• Forecast, manage, and report on pipeline with precision to senior sales leadership and finance teams.
• Collaborate with internal partners across Product Management, Marketing, Implementation, and Customer Success to deliver end-to-end value.
• Represent CDK Global as a thought leader and be a brand ambassador in the marketplace.
• Continuously monitor industry trends, competitive movements, and client transformation strategies to inform account strategy and solution design.
• Champion enterprise deal governance, pricing strategy, and contract negotiation to maximize revenue and profitability.

Enterprise Account Sales Executive – Automotive

• Uncover dealer prospect needs and challenge client to maximize their business results by embracing CDK solutions
• Consistent sales calls 80% face to face with dealerships 80% travel required, overnight travel (dependent on territory and need to be in the area for a couple of days to penetrate market)
• Daily communication with channels
• Daily communication with management
• Monthly conference call with Sr. Director of Sales
• Engage in solution sales process
• Manage overall account relationship
• Close business achieving assigned annual quota credit
• Ensure competitors do not penetrate accounts
• Data analysis to include total dealer spend
• Assimilate product & technology knowledge to configure and quote product solutions
• Maximize your resources by engaging the full breadth and depth of CDK channel partners
• Gain quick access to key decision maker

• Drive top-line growth by closing new Inventory business from targeted automotive dealers
• Identify and define a growth strategy in the market for the business
• Consistently exceed monthly, quarterly and annual sales targets
• Manage the sales process end to end, proactively managing our internal teams
• Develop comprehensive understanding of CDK applications and their functionality
• Maintain accurate records of interactions and the forecast in Salesforce CRM

Account Sales Executive – Automotive Inventory Software

• Create business relationships and increase incremental revenue selling CRM software through face-to-face sales activities
• Work in conjunction with channel partners to increase sales opportunities
• Achieve annual assigned sales plan under guidance of Director of Sales
• Identify CRM opportunities with existing customers
• Grow and maintain existing accounts
• Generate significant revenue and profit growth utilizing a disciplined and process-oriented approach
• Develop an overall sales plan and forecast short and long-term sales results
• Gain an understanding of the industry segment and keep abreast of competitor developments
• Focus on consultative relationship with clients
• Escalate customer concerns/issues for timely resolution

Associate Account Sales Executive – Automotive CRM Software

• Identify and define a growth strategy in the market for the business
• Consistently exceed monthly, quarterly and annual sales targets and expect to be well-compensated for results
• Manage the sales process end to end, proactively managing our internal teams to ensure completion of the implementation process

Business Account Executive – Automotive CRM

Customer Success Manager

• Partners with Sales to define and identify success outcomes and KPIs from an OEM/ISV customer point of view for their assigned projects or initiatives
• Develops a roadmap to deliver these success outcomes and target KPIs
• Assists OEMs/ISV customers with defining project/initiative strategy around CDK solutions: working with customers to ensure they understand CDK's products and how best to utilize them for their individual needs and goals
• Fields questions and directs clients to appropriate support resources
• Maintains pre-established relationships and assists in building/creating new relationships with OEM/ISV management
• Demonstrates expertise in CDK products, establishing a reputation for being a trusted advisor
• Assesses risk factors, identifies risk mitigation strategies to ensure continued success
• Works with Sales and Marketing to create prospecting opportunities
• Prepares client specific reports and presentations for the purposes of educating and driving growth in the client’s organization
• Contributes and presents content in Strategic Business Reviews
• Identifies trends to help create solutions for identified gaps using analytics
• Identifies opportunities, creating a plan for addressing training needs for OEM/ISV staff
• Makes recommendations and assists client with industry best practices and solutions
• Is seen as a key business partner with Sales, helping to grow the CDK business by proactively identifying opportunities to grow our business with the client
• Drives true value for customers
• Successfully identifies and implements strategies for retaining “at risk” projects/initiatives
• Develops a productive working relationship with Lead CSMs; leaning in and assisting where needed
• Mentors CSMs on best practices, teaching engagement as it pertains to solutions for client needs
• Seeks and listens to feedback
• Provides recognition to peers
• Mentors and trains junior staff on risk mitigation strategies, client recommendations and best practices
• Utilizes Totango to document value-added conversations & engagements with ISV/OEM partners

Senior Customer Success Manager – OEM

• Follow all CDK Global policies and procedures
• Complete all mandatory assigned compliance tasks and acknowledgements
• Meet or exceed all performance expectations
• Travel up to 50 % of the time
• Drive up to 25% of the time
• Fields questions and direct clients to appropriate support resources.
• Assists clients with defining their strategy around CDK solutions: working with customers to ensure they understand CDK's products and how best to utilize them for their individual needs and goals
• Maintains pre-established relationships with dealership management.
• Demonstrates expertise in CDK products, establishing a reputation for being a trusted advisor.
• Assesses dealership risk factors, identifies risk mitigation strategies to ensure continued success of CDK applications and new layered application opportunities
• Prepares client specific reports and presentations for the purposes of educating and driving growth in the client’s organization
• Identifies opportunities, creating a plan for addressing training needs for dealership staff.
• Partners with Sales to become a key asset in helping grow the CDK business with the client
• Successfully identifies and implements strategies for retaining “at risk” clients
• Develops a productive working relationship with Sr. CSMs; occasionally assists Sr. CSMs where needed.
• Seeks and listens to feedback.
• Demonstrates a positive outlook on work.
• Provides recognition to peers.
• Utilizes Totango to document valued-added conversations & engagements with dealer partners