Associate Customer Success Specialist – Modern Retail

This is a fully remote position, open to applicants in United States.

📋 Description

• Collaborate with the designated CSM/CSS to deliver exceptional service to clients.

• Offer assistance in navigating CDK systems effectively.

• Provide essential product demonstrations and basic workflow guidance for end users.

• Adhere to established utilization benchmarks and advise customers on standard best practices.

• Support client training sessions, conduct scaled webinars, and create reference materials.

• Record client interactions, action items, and outcomes within internal systems.

• Identify common obstacles and escalate them promptly in accordance with guidelines.

• Maintain a learning plan to enhance knowledge of CDK products, dealership workflows, and industry fundamentals.

• Facilitate value discussions by emphasizing how standard features and workflows align with client objectives.

• Collaborate with internal teams to organize sessions, gather resources, and prepare basic reports.

• Perform additional related tasks as assigned.

⛳️ Requirements

• Must reside near a major airport.

• Willingness to travel up to 25% to dealership locations.

• Required automotive experience.

• Excellent written and verbal communication skills.

• Strong sense of urgency and the ability to de-escalate routine issues with empathy.

• Effective time management skills and the ability to consistently deliver assignments on time.

• Customer service-oriented approach.

• Strong organizational and prioritization abilities; attention to detail in documentation.

• Capability to clearly articulate product fundamentals and standard workflows.

• Familiarity with dealership operations or business process environments.

• Associate’s degree or equivalent experience is required.

• Proficient working knowledge of Microsoft Office tools for communication, reporting, and analysis.

• Ability to work independently under the guidance of CSS/CSM while collaborating within a team.

• Comfortable working in a remote role and traveling as needed.

• 1–2 years of professional experience in customer success, support, training, or a client-facing role is preferred.

• Experience with automotive workflows or dealership operations is a plus.

• Familiarity with dealership Accounting workflows.

• Knowledge of CDK’s solutions, implementation, and service models.

• Experience in delivering or supporting end-user training (virtual/onsite).

• Bachelor’s degree (BA/BS) is preferred.

• Exposure to Salesforce or other customer documentation tools.

• Must be legally authorized to work in the United States without requiring current or future employment-based visa sponsorship.

🏝️ Benefits

• Annual performance bonus.

• Medical benefits.

• Dental benefits.

• Vision benefits.

• Paid Time Off (PTO).

• 401K Matching Program.

• Tuition Reimbursement.