• Fields questions and direct clients to appropriate support resources. • Assists clients with defining their strategy around CDK solutions: working with customers to ensure they understand CDK's products and how best to utilize them for their individual needs and goals • Maintains pre-established relationships with dealership management. • Demonstrates expertise in CDK products, establishing a reputation for being a trusted advisor. • Assesses dealership risk factors, identifies risk mitigation strategies to ensure continued success of CDK applications and new layered application opportunities • Prepares client specific reports and presentations for the purposes of educating and driving growth in the client’s organization • Identifies opportunities, creating a plan for addressing training needs for dealership staff. • Partners with Sales to become a key asset in helping grow the CDK business with the client • Successfully identifies and implements strategies for retaining “at risk” clients • Develops a productive working relationship with Sr. CSMs; occasionally assists Sr. CSMs where needed. • Seeks and listens to feedback. Demonstrates a positive outlook on work. • Provides recognition to peers. • Utilizes Totango to document valued-added conversations & engagements with dealer partners • Follow all CDK Global policies and procedures • Complete all mandatory assigned compliance tasks and acknowledgements • Travel 75% of the time