Consulting - Virtual Consultant - Accounting

4 weeks ago

Chicago, United States CDK Global Full time

**Responsibilities**
- Manage Database Clean-up Services including, but not limited to:

- Training associates and clients on the Name Consolidation Tool (NCT)
- Preparing all aspects of Database Clean-up service
- Corresponding with clients
- Scheduling NCT merge internally and with the client
- Tracking annual clients to schedule annual merges
- Work with internal support to resolve Database Clean-up issues
- Performing necessary Admin tasks when needed.
- Maintain Salesforce projects including adding notes and attaching all client correspondence to projects.
- Assist with other Virtual Services as needed.
- New Year Service Updates.
- MIS reports.
- Work with the Name Consolidation Tool.
- Ability to work with the following:

- F&I templates
- Accounting Schedules
- Liaison with other departments within CDK and partnering with onsite consultants as required.
- Manages projects from beginning to end.
- Creates Statements of Work for each project that clearly identifies CDK and customer responsibilities.
- Ensures tasks and milestones are completed to keep projects on track.
- Follows prepared Statement of Work to deliver high level customer service.
- Complete personal developmental and departmental assigned goals.
- Proactively communicates with Manager or Director to avoid unsatisfactory customer delivery.

**Qualifications & Job Requirements**
- High School Diploma plus Associate College degree or work equivalent experience
- Working knowledge of CDK FI Journal template set-ups (SJ)
- Proficient understanding of AGRS and ability to aide in Acct. team
- Excellent interpersonal skills
- Good Power Point skills
- Excellent or Advanced Excel skills
- Some evening and weekend work required.
- Communicate efficiently and timely to customers and other associates.

Salary Range: $60,000 to $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.

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