Customer Success Coordinator
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Customer Success Coordinator supporting CDK Global’s automotive dealership SaaS customers. Maintaining account data, preparing health reporting and assisting retention and Executive Business Review activities.
Responsibilities:
- Support the post-sale customer journey across adoption, utilization, market expansion, account health and retention
- Provide flexible capacity across the Customer Success organization during leave coverage, high-volume administrative cycles, proactive account reviews, data hygiene initiatives and targeted at-risk customer activities
- Maintain accurate and timely account information, customer attributes, contacts, notes, sentiment and risk indicators in CDK tools, including Totango and Salesforce
- Organize and summarize customer health, adoption, utilization, engagement and risk data
- Prepare account-level reporting to help CSMs and leaders identify trends, gaps, opportunities and areas requiring action
- Review priority lists for missing data, declining utilization, negative health-score trends, unresolved issues, upcoming renewals and other risk signals
- Support research, documentation, timeline creation, issue tracking and preparation for save/recovery discussions
- Assist with follow-up coordination and internal updates tied to retention plans
- Support account planning and Success Plan preparation
- Help assemble data, usage insights, reporting and draft materials for Executive Business Reviews
- Surface observations and recommended next steps to Regional leadership
- Support completion and follow-up of assigned Success Plays and tasks on priority accounts
- Provide temporary support during leaves of absence, high-volume administrative periods and targeted retention efforts
- Help regional teams maintain continuity when capacity gaps arise
- Work closely with Lead CSMs, Regional Managers and cross-functional partners
- 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 in customer success, support, training, or a 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 current or future employment-based visa sponsorship
- Must be located in the Central or Mountain time zone
- Ability to travel 25%-50%
Benefits:
- Medical benefits
- Dental benefits
- Vision benefits
- Paid Time Off (PTO)
- 401K Matching Program
- Tuition Reimbursement
- Annual performance bonus may be included
- Other applicable incentive compensation plans may be included
- Reasonable accommodations for employees with disabilities
Similar Jobs
CRM Manager
CRM Manager building Braze lifecycle journeys for Bondora’s digital lending and investment products. Optimizing customer value, compliance, experimentation and repayment communications across Europe.
School Success Manager
School Success Manager managing Victorian school relationships for Atomi’s education platform. Driving adoption, renewals, expansion and educator success through training, account planning and thought leadership.
Senior Customer Success Manager
Senior Customer Success Manager advising enterprise customers on Skillsoft’s AI-native learning and skills management solutions. Driving adoption, measurable outcomes, retention, renewals, and expansion.
Customer Success Manager
Customer Success Manager owning onboarding, retention, renewals, and expansion for Hypori’s secure-mobility cybersecurity SaaS customers. Partnering with Sales, Product, Engineering, and Support.
Agent Success Manager – Field Rep
Agent Success Manager building relationships with real estate agents for Homeward’s cash-buying and home-selling products. Driving referrals, repeat deal flow, and closed transactions through field sales.
Lead D365 CRM Consultant
Lead D365 CRM Consultant für WBS GRUPPEs Bildungs- und gemeinwohlorientierte Digitalplattform. Verantwortlich für Dynamics 365, CRM-Konzeption, Anforderungen und fachliche Führung des Anforderungsteams.
Associate Vice President – Strategic Accounts, Client Success
Strategic accounts leader guiding health system clients and teams. Optimizing ambulatory and home infusion programs for CarepathRx's enterprise partners.
Customer Success Manager
Customer Success Manager guiding hospitals through Glytec’s insulin and metabolic intelligence SaaS platform adoption. Managing clinical relationships, implementations, training, outcomes, renewals, and expansion.
Client Success Specialist
Client Success Specialist supporting IRA customers, advisors, and recordkeeping operations for IRALOGIX, a retirement-services fintech. Handling account transactions, platform guidance, compliance documentation, and client communications.
Event Success Manager
Event Success Manager guiding corporate and association clients through EventMobi’s event technology. Leading onboarding, event delivery, and customer success across professional events.
Bilingual Customer Success Agent – Spanish/English
Remote bilingual customer success agent supporting Freedom Mortgage’s call center operations. Handling loan inquiries, customer calls, and policy explanations in Spanish and English.
Senior Customer Success Manager
Senior Customer Success Manager owning strategic client relationships and digital marketing campaigns. Driving retention, ROI, and customer value for Wunderkind’s performance marketing platform.
Senior Customer Success Manager
Senior Customer Success Manager owning retention, renewals, and expansion for NetBox Labs’ network automation products. Guiding enterprise customers toward measurable value and adoption.
Customer Success Specialist
Customer Success Specialist building SaaS customer relationships and driving renewals, adoption, and revenue growth. Supporting Pagefreezer’s online archiving solutions for compliance and litigation.
Junior Customer Success Manager
Customer Success Manager onboarding small and medium-sized businesses onto mika’s AI-powered accounting platform. Supporting customers, improving workflows, and representing their feedback internally.
Customer Success Manager, Dutch/Swedish Speaking
Customer Success Manager helping Unit4 ERP customers achieve business outcomes and maximize cloud software value. Driving adoption, retention, and expansion through strategic customer engagements.
Client Success Director
Client Success Director managing strategic accounts for Clario’s regulated clinical technology platforms. Driving client retention, growth, service delivery, and commercial outcomes.
Director of Client Success – Revenue Cycle Management
Director managing hospital revenue-cycle client relationships for EnableComp’s specialty RCM technology platform. Driving retention, reporting, implementation success, ROI, and cross-sell growth.
Customer Success Manager
Customer Success Manager driving adoption of Buildots’ AI construction intelligence platform across Toronto construction projects. Onboarding users, training site teams, and feeding project insights into product development.
Customer Success Manager
Customer Success Manager driving adoption, measurable outcomes, renewals, and growth for Optivate’s ophthalmology healthcare software. Managing practice relationships across a U.S. remote portfolio.