CDK Global · 1 day ago

Conversion Analyst

Chicago, IL

Full-time

Remote

Entry, Mid Level

$54K/yr - $65K/yr

2+ years exp

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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

Qualification

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QTC ProcessCognos AnalyticsDealership knowledgeContract reviewMicrosoft OfficeCustomer service skills