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 Conversion Loss Analyst is responsible for processing losses prompted by upgrades, renewals, ownership changes, or new client setup.
Responsibilities
Work closely with implementation, project managers, sales, contracting, and client to review contract/NSA, install dates, invoices, all upgrades, renewals, ownership changes, and new clients
Maintain revolving client base for assigned territory
Contact clients to explain process during install
Attend Backlog Meetings and Client Discovery Calls
Prepares all client paperwork to ensure billing is correct, credits are issued, deposits are applied & maintains backup in multiple applications (Oracle, CLM, Vision)
During Install, act as a liaison between clients and internal CDK departments to ensure all issues are brought to resolution
Responsible for Customer Portal Enrollments using "Manage My Invoice" to allow customers to view/export invoices, pay online and, update delivery preferences
Process customer initiated cancellations associated with site and full CPU losses, including calculating remaining Contract Obligation balance due.
Maintain loss notifications tasks
Provides reconciliations per client or controller request. This includes contract versus invoice, invoice last month to current month, and main versus branch billing.
Responsible for application of client deposit
Subject Matter Expert in Conversion/Loss role and able to provide process improvement recommendations and training to newer associates in role
Performs audits on processed Conversions / Losses
Keep management informed of all critical issues/accounts & makes recommendations on resolution and ways to prevent future issues
Qualifications
High School Diploma or equivalent
Minimum 2 years of experience in Collection, Resolution, or Contracting Role or similar work experience
Ability to work independently and to adapt to a fast changing environment
Clear understanding of QTC (Quote to Cash) Process
Strong reconciliation skills to include summarizing balance due and collecting remaining terms per contract
Cognos Analytics reporting tool
Dealership knowledge
Proficient in contracts and invoices reviews
Excellent written and verbal communication
Excellent time management and organizational skills
Extensive knowledge in Microsoft Office
Very detail oriented
Excellent customer service skills
Ability to work in team environment
Preferred Qualifications
Some college experience
Minimum 4 years of experience in a finance, customer service or collection, or contracting background
Knowledge of Oracle ERP system
Hourly Compensation Range: $54,000 - $65,000
CDK Global is committed to fair and equitable compensation practices. Compensation packages are based on several factors, including but not limited to skills, experience, certifications, and work location. The total compensation package for this position may also include annual performance bonus, benefits and/or other applicable incentive compensation plans.We offer Medical, dental, and vision benefits in addition to:
Paid Time Off (PTO)
401K Matching Program
Tuition Reimbursement
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.
