Conversion Analyst

Remote Position - USA

About US

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.