CDK Global · 15 hours ago
Conversion Analyst
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AutomotiveDigital Marketing
No H1B
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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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Required
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
Some college experience
Minimum 4 years of experience in a finance, customer service or collection, or contracting background
Knowledge of Oracle ERP system
Benefits
Medical, dental, and vision benefits
Paid Time Off (PTO)
401K Matching Program
Tuition Reimbursement
Company
CDK Global
CDK Global is an automotive retail company that offers integrated data and technology solutions for dealers and auto manufacturers.
Funding
Current Stage
Public CompanyTotal Funding
$94.96MKey Investors
Marble Arch Investments
2022-04-07Acquired
2016-09-11Post Ipo Equity· $94.96M
2014-10-01IPO
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