CDK Global

Customer Success Manager

• 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

Accountant

• Leads month-end close process for assigned areas to ensure all required journal entries, reconciliations, and tasks are completed in a timely manner and are in accordance with GAAP and IFRS
• Identifies improvement initiatives, drafts and presents enhancement proposals, and drives execution
• Fosters a collaborative environment among team members and business partners to promote effective communication to ensure financial transactions are properly supported
• Partners cross-functionally with consolidations, financial systems, and FP&A teams to support month-end close and quarterly reporting requirements
• Compiles support for reporting and corresponding internal and external auditor inquiries
• Leads and manages various cross functional projects throughout the organization, including non-finance functions

Lead Accountant

Full-stack Engineer

• Collaborate with cross-functional teams to deliver high-quality software
• Develop and maintain cloud-based software solutions for automotive dealerships
• Automate and streamline critical workflows
• Enhance the performance of applications ensuring best practices are adhered to
• Mentor junior developers and provide technical leadership to successful team outcomes

Staff Software Engineer

• Responsible for client satisfaction and success
• Interacting with assigned dealerships to understand business needs
• Maximizing adoption and utilization of CDK products
• Driving client engagement and minimizing churn
• Identifying and nurturing additional revenue opportunities in partnership with sales
• Following all CDK Global policies and procedures
• Completing all mandatory assigned compliance tasks and acknowledgements
• Meeting or exceeding all performance expectations
• Assisting clients with defining their strategy around CDK solutions
• Maintaining pre-established relationships with dealership management
• Demonstrating expertise in CDK products
• Assessing dealership risk factors
• Preparing client-specific reports and presentations
• Identifying opportunities for addressing training needs

Account Executive

• Develop relationships with customers to help them maximize their CRM, mine their customer base and find more opportunities
• Work with dealers to support their marketing plans while increasing sales
• Generate interest, qualify prospects, present solutions, close sales and ensure monthly goals are met
• Daily communication with manager, internal and external partners, and follow-up with customers

Inside Sales Representative

Operations

• Drive top-line growth by closing new Service or 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 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
• Develop comprehensive understanding of CDK applications and their functionality
• Maintain accurate records of your interactions and your forecast in our Salesforce CRM, leveraging the 9 steps of the Influencing the Decision℠
• 75% travel in the field, including overnight travel
• Follow all CDK Global policies and procedures
• Complete all mandatory assigned compliance tasks and acknowledgements
• Meet or exceed all performance expectations
• Ability to work independently/in a team environment
• Proficiency with Microsoft Office
• Valid Driver’s License/travel documents (if applicable)

New Business Sales – Service/Fixed Ops 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

New Business Sales – Automotive CRM

Sales

• 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

New Business Sales – Automotive Software/SaaS

Business Development Rep

• Create business relationships in competitive accounts selling CDK’s DRIVE bundled solution
• Grow new market share through conquest sales, selling to Franchise Dealers with 2 sites or less
• Work in conjunction with all channel partners to increase sales opportunities
• Achieve annual assigned sales plan, working under guidance of Sales Leadership
• Uncover dealer prospect needs and challenge client to maximize their business results
• Consistent sales calls 80% face to face with dealerships, 80% travel required, overnight travel depending on territory
• Daily communication with channels and management

Account Development Executive – Small Dealer

Account Manager

• Develop relationships with customers to sell layered applications
• Generate interest, qualify prospects, present solutions, close sales
• Ensure that the monthly goals are met
• Work with customers to identify their needs and present solutions
• Manage the customer relationship through daily communications and follow ups
• Prepare and conduct business reviews
• Collaborate closely with the outside account executive and implementation teams

Inside Account Manager

• 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 internal teams to ensure completion of the implementation process
• Develop comprehensive understanding of CDK applications and their functionality
• Maintain accurate records of interactions and forecast in Salesforce CRM

Account Sales Executive – Automotive Inventory Software

• Serve as the inventory management software business development and subject matter expert (SME), focusing on selling inventory management systems to automotive dealerships.
• 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 for ensuring all client information is entered into salesforce.com in a timely manner.
• Understand industry segment and keeps abreast of competitor developments in the market and/or territory.
• Develop comprehensive understanding of CDK products and their functionality.

Account Sales – Automotive Inventory Solutions

Outside Sales

New Business Field Sales – Automotive CRM

• Lead and manage all indirect tax compliance activities, including sales tax, GST, and use tax for US states and jurisdictions, Canada, and Puerto Rico
• Oversee the preparation, review, and timely filing of indirect tax returns and related reporting
• Maintain and enhance internal controls, process documentation, and compliance procedures
• Conduct technical research and analyze the impact of indirect tax law changes on the business
• Partner with cross‑functional teams including Procurement, Accounts Payable, and Accounting to ensure accurate taxability determinations for products and services
• Manage configuration, maintenance, and accuracy of indirect tax automation systems (e.g., OneSource)
• Serve as the primary liaison with external tax advisors and tax authorities
• Manage responses to tax audits, notices, and information requests
• Provide indirect tax support on business initiatives, system updates, and contract reviews
• Identify and implement tax planning opportunities to drive value to CDK
• Drive process improvement/automation across the organization to increase efficiency and reduce risk of errors in indirect taxation
• Mentor and develop the 2 indirect tax team members to ensure strong performance and professional growth
• Monitor compliance obligations across existing jurisdictions and support registration requirements where needed
• Follow all CDK Global policies and procedures
• Complete all mandatory assigned compliance tasks and acknowledgements
• Meet or exceed all performance expectations
• Hire and train new employees
• Organize workflow and ensure that employees understand their duties or delegated tasks
• Set goals for performance, monitor employee productivity, and provide constructive feedback and coaching
• Ensure adherence to legal and company policies and procedures and undertake disciplinary actions if the need arises
• Role model company values and leadership expectations

Customer Success Manager

Lead Accountant

Staff Software Engineer

Customer Success Manager

Inside Sales Representative

New Business Sales – Service/Fixed Ops Software

New Business Sales – Service/Fixed Ops Software

New Business Sales – Automotive CRM

New Business Sales – Automotive Software/SaaS

Account Development Executive – Small Dealer

Inside Account Manager

Account Sales Executive – Automotive Inventory Software

Account Sales – Automotive Inventory Solutions

New Business Field Sales – Automotive CRM

Director, Tax – Indirect