Customer Success Coordinator

CDK Global

. Support the post-sale customer journey across adoption, utilization, market expansion, account health and retention .

Posted 10/23/2026full-timeRemote • United StatesJunior💰 $60,000 - $65,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong organizational skills and attention to detail while managing customer accounts and data. Proficient in utilizing CRM tools like Salesforce and Totango to support customer success initiatives and reporting.

Highest-signal resume keywords

Customer Success ExperienceData Management ProficiencySalesforce FamiliarityStrong Communication SkillsTime Management Expertise

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisAccount ManagementReporting PreparationCustomer Health ScoringAdoption ReportingRetention WorkflowsPresentation PreparationDashboard UtilizationCRM Tools ProficiencyMicrosoft Excel

Soft Skills

Strong OrganizationAttention to DetailHigh Sense of UrgencyCuriosityCoachability

Tools & Technologies

SalesforceTotangoMicrosoft OfficeExcelPowerPoint

Industry Keywords

SaaSAutomotive RetailCustomer CareBusiness OperationsClient-Facing Role

About the role

Key responsibilities & impact

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
Assist with 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
Receive coaching from Lead CSMs and experienced team members to prepare for future book-of-business ownership

Requirements

What you’ll need

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 located in the Central or Mountain time zone
Ability to travel 25%–50%
Legally authorized to work in the United States without current or future employment-based visa sponsorship

Benefits

Comp & perks

Annual performance bonus
Medical benefits
Dental benefits
Vision benefits
Paid Time Off (PTO)
401K Matching Program
Tuition Reimbursement