Lead Customer Operations Analyst
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About the role
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 Job Summary The Customer Operations Lead, is responsible for all aspect of execution of critical functional processes that are enabled via systems and key operational metrics across departments involved in the project. This role acts as a forward-thinking technologist responsible for structuring, communicating, and optimizing systems and processes, with a heavy focus on the Customer Success Platform and digital engagement tools. While this position will not carry any direct reports, the role will be required to direct people and activities in multiple areas of the business. The role will interface with multiple internal and external groups to ensure all stakeholders are kept apprised of project status and that dependencies are documented, coordinated, and aligned for success.
Responsibilities
- Act as the primary administrator and strategist for the Customer Success Platform (Totango, Gainsight, or comparable) to drive automation and health scoring in system ownership.
- Lead the standardization and administration of In-App engagement tools to support automated "tech-touch" campaigns and user adoption enablement.
- Act as a change agent by maintaining curiosity and innovation about AI technologies, finding creative ways to incorporate AI into workflows for increased efficiency.
- Indirectly manage a small team of Individual Contributors, deliver feedback, and support professional growth through consistent coaching.
- Utilize strong analytical skills to manage team data, monitor KPIs, and recognize patterns to formulate plans and predict adjustments proactively.
- Partner cross-functionally across departments to support and prioritize programs aligned with defined Operations' objectives and ensure Customer Operations is represented for new product rollouts.
- Accountable for the project management and delivery of a successful implementation for any assigned projects, ensuring process adherence to high-quality standards.
- Clearly and proactively communicate plans and status to Senior leadership, business partners and peers that enables efficient alignment/understanding of progress, risks, and the "why" behind decisions.
- Consistent measurement of defined KPIs and validation of accuracy of data reporting to ensure data availability for project analysis
- Escalate and assist in resolution of the mapping of data between systems, ensuring accurate and efficient data flow.
- Recognizes patterns and formulate plans to predict adjustments proactively. Recommends adherence targets based on observed patterns and results
- Consistent measurement of defined KPIs and validation of accuracy of data reporting to ensure data availability for project analysis
- Partner with organization subject matter experts to collaborate throughout the initiative process
- Follow all CDK Global policies and procedures
- Complete all mandatory assigned compliance tasks and acknowledgements
- Meet or exceed all performance expectations
- Hire and train new employees
- Organize workflow and ensure that employees understand their duties or delegated tasks
- Set goals for performance, monitor employee productivity, and provide constructive feedback and coaching
- Ensure adherence to legal and company policies and procedures and undertake disciplinary actions if the need arises
- Role model company values and leadership expectations
Requirements
- 3-5 years of experience working in a technical support or Customer Service environment, with 2-3 years indirectly managing people or relevant experience.
- Bachelor's degree or equivalent work experience working in a related function
- Proficiency in Microsoft Tools (Excel, PowerPoint, Outlook) and Customer Success Platforms (e.g., Totango).
- Proven analytical and problem-solving abilities with experience managing and interpreting data to take action based on results.
- Exceptional rapport-building, listening, and questioning skills with the ability to effectively communicate to stakeholders at all levels of the organization.
- Ability to effec
Benefits
Additional Information
Remote Position - USA
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