Operations Analyst at CDK Global

Hyderabad, Telangana, India

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Technology, SaaS, Customer SuccessIndustries

Requirements

Salesforce Administrator (Preferred - Certified)
Salesforce Reports and Dashboards
Automation: Building and maintaining workflows, process builder flows
Establish Integration between Salesforce and other platforms
Strong documentation skills
Preferred: 3-5 Years of experience as Salesforce Administrator

Responsibilities

Serve as the subject matter expert for all SFDC processes and data related to the Customer Success team
Design, build, and maintain advanced reports and dashboards in SFDC to track key performance indicators (KPIs) such as Net Revenue Retention (NRR), Gross Revenue Retention (GRR), churn, product adoption, and customer health
Manage custom objects, fields, formulas, validation rules, and workflows within SFDC to support CS business requirements
Partner with CS leadership to translate strategic objectives into operational processes within our tech stack
Identify opportunities for process automation to improve the efficiency of the Customer Success Manager (CSM) team
Analyze customer data to identify trends, risks, and opportunities, presenting findings and recommendations to CS leadership
Develop and maintain a comprehensive customer health scoring model by synthesizing data from multiple sources
Support forecasting for renewals, churn, and expansion opportunities
Collaborate with Sales Ops and IT to optimize the integration architecture for scalability and performance
Own and manage the end-to-end data integration between Salesforce and Totango, ensuring data integrity, accuracy, and timeliness
Troubleshoot and resolve synchronization issues, mapping discrepancies, and data flow errors between the two platforms

Skills

Key technologies and capabilities for this role

SalesforceSFDCReportsDashboardsCustom ObjectsValidation RulesWorkflowsData AnalysisCustomer Health ScoringTotangoProcess AutomationKPIsNet Revenue RetentionGross Revenue RetentionChurn Analysis

Questions & Answers

Common questions about this position

What Salesforce skills are required for the Operations Analyst role?

The role requires serving as a subject matter expert for SFDC processes and data, designing and maintaining advanced reports and dashboards, managing custom objects, fields, formulas, validation rules, and workflows, as well as building and maintaining automation like workflows and process builder flows.

Is Salesforce Administrator certification required?

Salesforce Administrator certification is preferred, listed under minimum qualifications.

What experience is preferred for this position?

What is the salary range for the Operations Analyst position?

This information is not specified in the job description.

What is the work arrangement or location for this role?

This information is not specified in the job description.

What does CDK Global's company culture emphasize?

CDK believes inclusion and diversity are essential, encouraging openness, curiosity, and different views so everyone can be their best selves; they are committed to an inclusive workforce as an Equal Opportunity Employer.

What makes a strong candidate for this Operations Analyst role?

Strong candidates will have 3-5 years of experience as a Salesforce Administrator, certification (preferred), skills in reports, dashboards, automation, integrations, and strong documentation skills.

CDK Global

Integrated software solutions for automotive retail

About CDK Global

CDK Global provides integrated software solutions specifically designed for the automotive retail industry. Their products help auto dealerships manage various operations such as billing, customer relationship management (CRM), inventory management, and service scheduling. By using these software tools, dealerships can streamline their processes, improve customer experiences, and increase sales. Unlike many competitors, CDK Global focuses on the unique challenges of the automotive market, including the transition to electric vehicles (EVs), and tailors its solutions to meet these evolving needs. The company's goal is to enhance the efficiency and productivity of its clients through advanced technology, ultimately driving the automotive retail industry forward.

Hoffman Estates, IllinoisHeadquarters

1972Year Founded

IPOCompany Stage

Automotive & Transportation, Enterprise SoftwareIndustries

5,001-10,000Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Paid Vacation

401(k) Company Match

Tuition Reimbursement

Risks

Tekion's lawsuit could lead to significant legal expenses and reputational damage.

Antitrust lawsuit resulted in a $100 million payout, indicating potential legal vulnerabilities.

Cybersecurity breach impacted major clients, potentially leading to loss of trust and business.

Differentiation

CDK Global specializes in integrated software solutions for the automotive retail industry.

The company offers a subscription-based model for its software solutions.

CDK Global focuses on EV transition challenges, tailoring solutions for evolving industry needs.

Upsides

Increased focus on cybersecurity can enhance CDK Global's reputation and client trust.

Digital transformation in automotive industry presents opportunities for expanding software offerings.

Rise of EVs creates demand for specialized dealership software solutions by CDK Global.

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