CDK Global

Sales

• Build OEM account plans and corresponding team objectives to achieve annual objectives
• Establish and maintain executive-level OEM relationships
• Negotiate OEM requirements aligned with CDK strategies
• Lead 1-to-1 client meetings and speak at industry events
• Work with product and marketing teams on OEM-focused sales priorities
• Collect client input and feedback and manage client expectations
• Partner with dealer sales organization to enable and penetrate OEM dealer programs
• Co-sell and troubleshoot as needed
• Use data, dashboards, and insights to facilitate continuous improvement
• Cultivate influential dealer networks and influence OEM decision-making
• Oversee complex OEM dealer programs, certifications, prioritization, and OEM negotiations
• Serve as escalation point for dealers and OEMs and achieve cross-functional resolutions
• Build business cases and negotiate client terms
• Partner with executive leadership on large-scale negotiations
• Collaborate with commercial, finance, legal, operations, and product and engineering teams

Director of Sales, OEM

Customer Success Manager

• 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 manage internal teams to ensure completion of the implementation process
• Forge relationships with customers who do not have a business relationship with CDK
• Grow new market share through conquest sales of CRM solutions to automotive dealerships
• Work with channel partners to increase sales opportunities in CDK Strategic Products
• Achieve the annual assigned sales plan under guidance of the Director of Sales

New Business Sales, Automotive CRM

• Follow all CDK Global policies and procedures
• Complete mandatory assigned compliance tasks and acknowledgements
• Meet or exceed performance expectations
• Travel up to 50% of the time and drive up to 25% of the time
• Field questions and direct clients to appropriate support resources
• Help customers define strategies around CDK solutions and maximize product adoption, utilization and value
• Maintain relationships with dealership management and serve as a trusted advisor
• Assess dealership risk factors and identify mitigation strategies
• Prepare client-specific reports and presentations to educate clients and drive organizational growth
• Identify training needs and create plans for dealership staff
• Partner with Sales to grow CDK business with clients
• Identify and implement strategies for retaining at-risk clients
• Develop productive working relationships with Senior Customer Success Managers and assist them when needed
• Seek and listen to feedback and recognize peers
• Use Totango to document value-added conversations and engagements with dealer partners

Program Manager

• Support the planning and coordination of projects from initiation to completion
• Support the definition of project goals, deliverables, and timelines
• Assist in developing and implementing program strategies aligned with organizational objectives
• Track project progress, maintain schedules, and report status to the team
• Organize project meetings and document minutes, action items, and follow-ups
• Collaborate with team members to ensure effective communication and workflow
• Collaborate with key Program Managers to ensure program objectives are met
• Collaborate with Product Engineering, Marketing, Sales, and other teams to align program objectives with business goals
• Maintain alignment between program goals and organizational strategy through communication and relationship management
• Foster working relationships with internal and external partners
• Identify cost-reduction, efficiency, and ROI improvement opportunities
• Allocate resources, manage team assignments and workloads, and optimize performance
• Identify risks, develop mitigation strategies, and resolve issues affecting program success
• Monitor program progress and performance and make data-driven decisions
• Identify process gaps and drive process-improvement initiatives
• Standardize program management practices to improve communication, transparency, and reporting
• Report to senior management on program status, achievements, risks, and key decisions
• Track and report project performance metrics and analyze data for continuous improvement
• Assist with post-program reviews and lessons-learned sessions

Senior Customer Operations Program Manager

• Partner with the assigned CSM/CSS to support best-in-class service for clients
• Provide guidance on navigating CDK systems
• Deliver foundational product walkthroughs and basic workflow guidance for end users
• Follow established utilization benchmarks and guide customers on standard best practices
• Assist with client training sessions, scaled webinars, and reference materials
• Document client interactions, action items, and outcomes in internal systems
• Identify routine blockers and escalate promptly according to 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
• Perform other related duties as assigned

Associate Customer Success Specialist – Modern Retail

• Support client adoption and satisfaction through foundational product guidance, basic training, and documentation of client engagements
• Partner with the assigned CSM/CSS to provide service for clients
• Provide guidance on navigating CDK systems
• Deliver foundational product walkthroughs and basic workflow guidance for end users
• Guide customers toward established utilization benchmarks and standard best practices
• Assist with virtual and onsite client training sessions, scaled webinars, and reference materials
• Document client interactions, action items, and outcomes in internal systems
• Identify routine blockers and escalate them according to guidelines
• Maintain a learning plan covering CDK products, dealership workflows, and industry basics
• Reinforce how standard features and workflows support client goals
• Coordinate with internal teams to schedule sessions, gather resources, and prepare basic reports
• Perform other related duties as assigned

Associate Customer Success Specialist – Service

Manager

• Accountable for provisioning, authenticating, and securing user, machine, and admin identities
• Provision the appropriate level of access in the right scenario and at the right time
• Develop and implement a robust identity and access management security strategy
• Partner across security, technology, and business teams
• Lead the Identity and Access Management team and manage IAM technology and services
• Develop IAM metrics and use them to drive improvements
• Develop and improve Identity and Access Governance and Privileged Access Management security standards and guidelines
• Develop and improve machine identity and secrets management standards and guidelines
• Measure and report on compliance with defined security standards
• Drive adoption of security standards through technology partnerships, technology design and implementation, and process improvement
• Architect, design, build, implement, and operate IAM, PAM, IGA, and Secrets Management solutions
• Design and consult on secure machine identity and secrets management patterns for modern applications and cloud environments
• Develop and implement privileged access architecture and strategies to reduce security risk
• Develop and implement an IGA strategy for automated access provisioning, maintenance, and de-provisioning
• Collaborate with product and technology teams on secrets management solutions
• Develop and operate user account lifecycle management, authentication, authorization, and secrets management processes
• Collaborate with Security Operations on identity monitoring and response capabilities
• Provide 24x7 tier 2/3 support for identity technologies

Senior Manager, Identity and Access Management

Accountant

• Assist with the monthly preparation of consolidated financial statements, including footnotes and Management Disclosure & Analysis (MD&A), in accordance with US GAAP
• Assist with preparation of reporting package submissions to CDK's private equity owners
• Support review and validation of schedules and footnote support from business partners
• Assist with government census reporting and standalone financial statements for various legal entities
• Support maintenance of consolidation hierarchies and account mappings in FCCS
• Support preparation of top-side journal entries
• Support internal and external audit requests
• Develop working relationships with cross-functional stakeholders across CDK
• Support process improvements and automation to streamline reporting and reduce close timeline
• Support ongoing control procedures and documentation related to Sarbanes-Oxley requirements
• Complete special projects as assigned
• Follow CDK Global policies and procedures
• Complete mandatory compliance tasks and acknowledgements
• Meet or exceed performance expectations
• Report to the Manager, Consolidations and Reporting

Senior Accountant, Consolidations and Reporting

Account Manager

• Develop, retain, and grow a strategic CDK OEM program
• Oversee OEM account initiatives and resources needed to achieve strategic business goals
• Lead and provide high-level oversight to matrixed internal teams across customer support, billing, product and technology, and operations
• Manage business relationships and program service delivery tied to statements of work
• Organize and run quarterly business updates, weekly program update meetings, and ad hoc client-facing engagements
• Collaborate on program financial modeling, project-based projections, and monthly/annual financial deliverables
• Facilitate presentation, communication, and approval of OEM program invoices
• Serve as an escalation point for program inquiries involving enrollments, data, reporting, billing, invoicing, product, systems, legal, and contracting
• Negotiate project resources, deliverables, and costs
• Identify new OEM business opportunities and facilitate executive-level engagements
• Compile forecasting, planning, modeling, and invoice presentations with finance teams
• Coordinate buy-sells, conversions, terminations, and related change administration
• Develop, implement, and maintain program service-level processes
• Partner with product and technology teams on feature development, prioritization, and defect fixes
• Manage new statements of work and change request development, approvals, and execution
• Ensure compliance with client technical requirements
• Collaborate on training for installations and ongoing support
• Support pilots, launches, pricing, dealer adoption, communications, implementations, and ongoing support
• Provide program dashboards showing status and performance

OEM Account Manager

Executive

• Create business relationships and increase revenue
• Retain and grow business with existing customers
• Grow market share through conquest sales via face-to-face sales activities
• Work with channel partners to increase sales opportunities in CDK Strategic Products
• Achieve the annual assigned sales plan under the guidance of the Director of Sales
• Set clear, measurable performance goals to achieve a sales quota
• Identify new opportunities with existing customers
• Grow and maintain existing accounts
• Generate revenue and profit growth through a disciplined, process-oriented approach
• Develop an overall sales plan and forecast short- and long-term sales results
• Demonstrate comprehensive understanding of CDK products and functionality
• Interface with internal teams through the sales and implementation process
• Monitor industry segments and competitor developments in the market and/or territory
• Develop consultative client relationships by understanding business needs and presenting integrated solutions
• Diagnose and resolve customer concerns in a timely manner
• Travel throughout the territory, including overnight travel

Territory Development Executive – Heavy Truck Software

• Create business relationships exclusively in Competitive Dealership Accounts in a specific geographical area
• Grow new market share through conquest sales, selling the depth and breadth of CDK’s product portfolio
• Work with channel partners to increase sales opportunities of CDK Strategic Products
• Achieve the annual assigned sales plan under the guidance of the Director of Sales
• Aggressively acquire new business and strengthen and influence key automotive dealer relationships
• Create activity by cold-calling competitive accounts daily
• Identify and define market growth opportunities
• Develop an overall sales plan and forecast short- and long-term sales results
• Generate significant revenue and profit growth using a disciplined, process-oriented approach
• Set clear, measurable performance goals to achieve the assigned sales quota
• Interface and work with internal teams through the sales and implementation process
• Enter all client information into Salesforce.com in a timely manner
• Monitor industry segments and competitor developments in the market or territory
• Develop comprehensive understanding of CDK products and their functionality
• Travel throughout the Inland California, Arizona, and New Mexico territory

New Business Sales Executive – Automotive Software/SaaS

• Aggressively acquire new business by strengthening and influencing key automotive dealer relationships
• Create activity by cold-calling competitive accounts daily
• Identify and define market growth opportunities
• Develop an overall sales plan and forecast short- and long-term sales results
• Generate significant revenue and profit growth using a disciplined, 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
• Ensure all client information is entered into Salesforce.com in a timely manner
• Monitor industry segments and competitor developments in the market and territory
• Develop comprehensive understanding of CDK products and functionality
• Work with channel partners to increase sales opportunities for CDK Strategic Products
• Achieve the annual assigned sales plan under the guidance of the Director of Sales
• Travel throughout Washington, Montana, Wyoming, and Colorado

• Scale the team, improve efficiency, and implement best-practice standards
• Develop and execute data-driven plans aligned with CDK’s business goals, including resource allocation, communication plans, performance monitoring, coaching and development, change management, standards, processes, and best practices
• Optimize team efficiency and resource allocation to meet evolving business needs
• Ensure Regional Sr. Platform Specialists provide coaching and development across designated regional teams
• Implement structured coaching and development programs for continuous professional growth and skill enhancement
• Define utilization reporting, team alignment, and resourcing with the Platform Specialist Operations team
• Establish feedback mechanisms for evaluating Platform Specialist role performance
• Collaborate with Product Marketing and Operations to define and complete training and certifications
• Oversee creation and execution of performance plans and maintain documentation
• Ensure adherence to sales standards and processes
• Assess individual and team performance and make resource adjustments as necessary
• Facilitate individual and team goal setting aligned with CDK’s business goals and strategies
• Use data and analytics to inform strategic decisions, identify trends, and drive continuous improvement
• Follow CDK Global policies and procedures
• Complete mandatory compliance tasks and acknowledgements
• Meet or exceed performance expectations
• Hire and train new employees
• Organize workflow and clarify duties and delegated tasks
• Set performance goals, monitor productivity, and provide feedback and coaching
• Ensure adherence to legal and company policies and procedures, including disciplinary action when necessary
• Role model company values and leadership expectations

Manager, Renewal Platform Specialist

• Create business relationships and increase revenue by retaining and growing existing business
• Grow market share through conquest sales and face-to-face sales activities
• Work with channel partners to increase sales opportunities in CDK Strategic Products
• Achieve the annual assigned sales plan under the guidance of the Director of Sales
• Set clear, measurable performance goals to achieve a sales quota
• Identify new opportunities with existing customers
• Grow and maintain existing accounts
• Generate revenue and profit growth using a disciplined, process-oriented approach
• Develop an overall sales plan and forecast short- and long-term sales results
• Demonstrate comprehensive understanding of CDK products and functionality
• Interface and work with internal teams through the sales and implementation process
• Monitor industry segments and competitor developments in the market and territory
• Develop consultative client relationships by understanding business needs and presenting integrated solutions
• Diagnose and resolve customer concerns in a timely manner
• Travel throughout the assigned territory, including overnight travel