Conversion Analyst

December 24, 2024

🇺🇸 United States – Remote

🌽 Illinois – Remote

Although this job is listed in Illinois, this company may be open to hiring remote in other states.

💵 $54k - $65k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🧐 Analyst

🚫👨‍🎓 No degree required

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CDK Global

WebsiteLinkedInAll Job Openings

CRM • Digital Retail • Fixed Operations • IT Solutions • Data & Intelligence

5001 - 10000 employees

Founded 1972

☁️ SaaS

🤖 Artificial Intelligence

Description

• The Conversion Loss Analyst is responsible for processing losses prompted by upgrades, renewals, ownership changes, or new client setup. • 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.

Requirements

• 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

Benefits

• Medical, dental, and vision benefits • Paid Time Off (PTO) • 401K Matching Program • Tuition Reimbursement