Senior Customer Success Specialist - Modern Retail
CDK GlobalAbout the role
Field Based Position - Must reside near a Major Airport
About US
CDK Global is a leading provider of cloud-based software to dealerships and Original Equipment Manufacturers (“OEMs”) across automotive and related industries. The Company’s cloud-based, software as a service (“SaaS”) platform enables dealerships to manage their end-to-end business operations including the acquisition, sale, financing, insuring, repair, and maintenance of vehicles. By automating and streamlining critical workflows, the integrated platform of modern solutions enables dealers to sell and service more vehicles by creating simple and convenient experiences for customers and improves their financial and operational performance. Visit www.cdkglobal.com
At CDK Global, we are focused on connections that allow us to deliver world-class software, support, and data insights. Our values define who we are and how we show up for each other, our customers, and our communities. Our values: Stay Curious, Own It, Be Open, Create Possibilities.
Position Summary
The Senior Customer Success Specialist is responsible for delivering exceptional customer service to our clients by leveraging expertise in products, workflows, and industry knowledge. In collaboration with the client's dedicated CSM, the Senior Customer Success Specialist utilizes in-depth product knowledge to highlight the value of CDK products. This includes answering complex questions, offering valuable training to key stakeholders, and conducting advanced analysis of customer needs across various products or workflows.
Responsibilities
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 a 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 customers 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
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