Customer Success Coordinator

CDK Global • Austin, TX

1d • Remote

About The Position

The Customer Success Coordinator is an early-career role supporting the post-sale customer journey across adoption, utilization, market expansion, account health, and retention. The role does not have a permanent book of business; instead, it provides flexible capacity across the Customer Success organization during leaves of absence, high-volume administrative cycles, proactive account reviews, data-hygiene initiatives, and targeted at-risk customer activities. The Coordinator works with Lead CSMs, Regional Managers, and cross-functional partners to learn the business, strengthen operational discipline, and help ensure customers receive consistent, proactive, value-driven support.

The position supports customer data curation, reporting and account insights, account planning, Success Plan and Executive Business Review preparation, and follow-up on retention plans and Success Plays. It also provides temporary coverage to regional teams when capacity gaps arise and offers coaching in preparation for future book-of-business ownership. The position is remote/field, requires residence in the Central or Mountain time zone, and involves 25%–50% travel.

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.
• Ability to work across multiple priorities and stakeholders.
• Curiosity, coachability, and desire to grow in Customer Success.
• Professional judgment when handling customer and account information.
• 1–2 years of professional experience; customer success, support, training, or a client-facing role is preferred.
• Must be located in the Central or Mountain time zone and able to travel 25%–50%.
• Must be legally authorized to work in the United States without current or future employment-based visa sponsorship.

Nice To Haves

• General CRM familiarity; Salesforce, Totango, or similar tools are 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.

Responsibilities

• Maintain accurate and timely account information, customer attributes, contacts, notes, sentiment, and risk indicators in CDK tools, including Totango, Salesforce, and other Customer Success tools.
• 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 including case escalations, upcoming renewals, and other risk signals.
• Support research, documentation, timeline creation, issue tracking, and preparation for save or recovery discussions.
• Assist with follow-up coordination and internal updates related 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.
• Receive coaching from Lead CSMs and experienced team members in preparation for future book-of-business ownership.

Benefits

• Medical, dental, and vision benefits.
• Paid Time Off (PTO).
• 401K Matching Program.
• Tuition Reimbursement.
• Annual performance bonus and/or other applicable incentive compensation plans may be included in the total compensation package.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level