CDK Global

Sales

• Lead a sales team to achieving the budgeted sales quota for the year
• Directly supervise a team of 5+ Account Development Executives
• Monitor performance, achieve financial goals, develop, motivate and counsel staff
• Foster a collaborative environment
• Provide feedback information about market conditions
• Plan sales strategy per quarter to achieve fiscal year goals
• Work with current and competitive accounts
• Hire and build a successful sales team
• Direct/manage staff performance
• Handle customer issues and satisfaction
• Assist in driving efforts to increase client retention

Director of Sales – New Business Team, Automotive Software

Implementation Specialist

• Successfully consults and trains customers on CDK Global solutions
• Have a complete understanding of the products trained within the assigned workstream
• Conducts status meetings with key customer personnel to review and discuss any open issues
• Ensure client go-live readiness

Financial Planning and Analysis

• Develop strong interpersonal relationships with senior leadership
• Ability to influence senior leadership through financial interpretation and explanation
• Understand the business (es) to provide business trends and insightful analysis of the details and summary level information to allow the leadership team to make informed and prudent business decisions to improve the financial performance of the business unit
• Supporting the business in its growth initiatives from organic to strategic investments and acquisitions
• Own and manage all aspects of the annual and monthly planning, forecasting, and reporting processes for multiple business units
• Deliver comprehensive analysis of the financial results and key metrics of the business unit to leadership about the status of the business with respective comparisons to budget, prior year, and outlooks
• Understand the impact of unusual items that skew the interpretation of the true financial performance
• Investigate results that do not line up with expectations and follow up on any corrections and long-term root cause resolution needed
• Create presentations for senior management
• Develop financial models for special projects to provide support for decision-making
• Ensure the team understands where and how the business unit is expected to grow (price, new business, erosion, market growth, etc.)
• Commitment (along with the business unit director) to deliver the budget commitment every year for each business unit supported (revenue, operating income, and operating income margin)
• Collaborate globally and across peers to drive consistency and best practices
• Challenge conventional ideas in a group and one on one settings
• Partner closely with other groups (Operations, Audit, Accounting …etc.) to improve processes and increase controls.

Finance Business Partner

Customer Success Manager

• Develops a productive working relationship with CSM team, partnering successfully to deliver best-in-class customer service to low touch clients.
• Partners with client's dedicated CSM to provide product-specific expertise in an effort to grow CDK product adoption.
• Discuss and demonstrate CDK product functionality and industry insights at a basic level, specifically Fixed Operations.
• Provide customers with guidance, helping help them to achieve basic industry standards
• Follow established parts and service application utilization benchmarks that are achievable & guide customers on best practices to meet those benchmarks
• Complete client training, consultation, operational adjustment or best practice requests to drive additional value and utilization for CDK clients
• Escalate blockers to Customer Care, ensuring client is able to achieve visible value and utilization
• Utilize opportunities to continue growth and knowledge base on the CDK suite of products.
• Utilize training resources and provide reference documentation to customer
• Participate in digital success webinars to customers
• Ensure a high level of consistent documentation of dealer engagements relating to improved performance as a result of targeted training, new product expansion, and issue resolution
• Seeks and listens to feedback. Demonstrates a positive outlook on work. Provides recognition to peers.

Customer Success Specialist – Fixed Operations

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

New Business Sales – Service/Fixed Ops Software

Solutions Engineer

• Assist in driving the discovery process, helping to uncover prospect/customer’s business objectives and issues
• In collaboration with Sales, use in-depth product knowledge to deliver captivating product demonstrations highlighting value propositions to get prospects excited about how CDK will help them exceed their goals
• Serve as a means of translation between technical and non-technical audiences, both internally and externally
• Work with internal and external teams to ensure successful onboarding and rollout of solutions sold

• Lead a sales team to achieve budgeted sales quota
• Supervise a team of 5+ Account Development Executives
• Monitor performance and achieve financial goals
• Develop, motivate, and counsel staff
• Foster a collaborative environment and provide feedback on market conditions
• Plan sales strategy per quarter to achieve fiscal year goals
• Accountable for working with current and competitive accounts
• Hire and build a successful sales team
• Direct/manage staff performance
• Handle customer issues and satisfaction to increase client retention

Director of Sales – New Business, Automotive Software/SaaS

• 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.

• Develops a productive working relationship with CSM team, partnering successfully to deliver best-in-class customer service to our clients.
• Demonstrates subject matter expertise and can back up Lead CSSs based on need.
• Is seen as a key business partner with client's dedicated CSM, providing proactive product-specific expertise and identifying opportunities for both product adoption and business growth.
• Drives true value for customers.
• Discuss and demonstrate CDK product functionality and industry insights at an advanced level.
• Compare product reporting to demonstrate improvement ratios with increased utilization.
• Provide customers with guidance, helping help them to achieve industry standards specific to their size, market or unique business needs, via live webinars with targeted content directly affecting customer engagement and satisfaction in current market conditions.
• Set product understanding and utilization benchmarks that are achievable & guide customers on best practices to meet those benchmarks based on understanding of the customer's unique business operations as well as identifying add on products that will enhance the overall buying experience.
• Complete client training, consultation, operational adjustments or best practice requests to drive additional value and utilization for CDK clients.
• Identify and advise on additional opportunities throughout client engagement to improve expansion propensity.
• Resolve advanced-level blockers, ensuring client is able to achieve visible value and utilization.
• Recommend best practices to ensure a process is added to routine sales and service processes.
• Utilize opportunities to continue to growth and knowledge base on the CDK suite of products and dealership operations through L&P and cross CSS product training.
• Utilize training resources and provide reference documentation to customer.
• Provide documented feedback to learning teams for new content creation.
• Participate in and lead scaled webinars to customers.
• Collaborating with CSM Generalists in identifying how specific product utilization can positively impact the end-to-end consumer experience.
• Ensure a high level of consistent documentation of dealer engagements relating to improved performance as a result of targeted training, new product expansion, and issue resolution.
• Work directly with Regional Managers to attain current automotive trends that are or would potentially impact the CDK suite of products as it relates to current usage.
• Serve as an internal escalation point for other members of the team and handle escalations with an advanced level of information.
• Seeks and listens to feedback. Demonstrates a positive outlook on work.
• Provides recognition to peers.
• Mentors and trains junior staff on risk mitigation strategies, client recommendations and best practices.
• Mentors CSSs on best practices, teaching engagement as it pertains to solutions for client needs.

Customer Success Specialist – Modern Retail

• Engages with Senior CSMs and Sales to define and identify success outcomes and KPIs from an OEM/ISV customer point of view for their assigned projects or initiatives
• Works with customers to ensure they understand CDK's products and how best to utilize them for their individual needs and goals
• Fields questions and direct clients to appropriate support resources
• Maintains pre-established 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 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 OEM/ISV 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” projects/initiatives
• Develops a productive working relationship with Senior CSMs
• Seeks and listens to feedback
• Utilizes Totango to document valued-added conversations & engagements with ISV/OEM partners

Customer Success Manager – OEM, IS

Manager

• Develop and manage comprehensive launch plans, including timelines, milestones, and deliverables, ensuring alignment with business goals and stakeholder expectations.
• Work closely with product management, engineering, marketing, sales, customer support, and other teams to ensure all launch activities are coordinated and executed smoothly.
• Identify potential risks and issues related to product launches and develop mitigation strategies to ensure successful outcomes.
• Serve as the primary point of contact for all launch-related communications, providing regular updates to stakeholders and ensuring transparency throughout the launch process.
• Create and maintain detailed launch documentation, including project plans, status reports, and post-launch analyses.
• Coordinate the development and delivery of training materials and sessions for internal teams to ensure they are prepared for product launches.
• Oversee final quality checks and ensure that all launch activities meet established standards and requirements.
• Conduct post-launch evaluations to assess the success of product launches, gather feedback, and identify areas for improvement.
• Continuously refine and improve launch processes and methodologies to increase efficiency and effectiveness.

Product Launch Manager

Outside Sales

• Directly sell AVRS products to Independent and Franchise Dealers within your designated territory.
• Utilize best practices, competitor insights, and industry contacts to increase AVRS market share and revenue.
• Embrace a hunter mentality to identify, qualify, and close new sales opportunities.
• Work with regional partners to generate leads and expand AVRS’s reach.
• Maintain a robust sales pipeline to ensure consistent quota achievement.

Territory Sales Manager

• 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.

Director of Sales – New Business Team, Automotive Software

Implementation Specialist

Finance Business Partner

Customer Success Specialist – Fixed Operations

New Business Sales – Service/Fixed Ops Software

Solutions Engineer

Director of Sales – New Business, Automotive Software/SaaS

New Business Sales – Service/Fixed Ops Software

Customer Success Specialist – Modern Retail

Customer Success Manager – OEM, IS

Product Launch Manager

Territory Sales Manager

New Business Sales – Automotive Software