CSM Enablement & Workflow Management:
Design, build, and deploy standardized SuccessPlays, tasks, and campaign templates within Totango to guide CSMs through key stages of the customer lifecycle (e.g., onboarding, business reviews, renewal).
Create and maintain operational dashboards in Totango to help CSMs manage their book of business, daily tasks, andcustomer health.
Serve as the first point of contact for the CS team for questions related to our processes and systems.
Content & Training:
Develop and maintain clear process documentation, internal knowledge base articles, and how-to guides for the CS team.
Create engaging training content (e.g., slide decks, short videos, job aids) for new hire onboarding and continuous teameducation.
Partner with the People/Enablement team to upload, organize, and manage all CS-related training materials within ourLearning Management System (Workday Learning).
Operational Support:
Assist with data hygiene projects to ensure customer information is accurate in our systems.
Support the CS leadership team with ad-hoc reporting and data requests.
Help configure and test new features or workflows within the CS tech stack.
Work experience with track record of reliable office related experience leveraging Microsoft tools
At CDK, we believe inclusion and diversity are essential in inspiring meaningful connections to our people, customers and communities. We are open, curious and encourage different views, so that everyone can be their best selves and make an impact.
CDK is an Equal Opportunity Employer committed to creating an inclusive workforce where everyone is valued. Qualified applicants will receive consideration for employment without regard to race, color, creed, ancestry, national origin, gender, sexual orientation, gender identity, gender expression, marital status, creed or religion, age, disability (including pregnancy), results of genetic testing, service in the military, veteran status or any other category protected by law.
Applicants for employment in the US must be authorized to work in the US. CDK may offer employer visa sponsorship to applicants.
