Team Lead - Financial Forms Analyst

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Date: Feb 14, 2021

Location: Cincinnati, OH, US, 45212

Company: CDK

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With more than $2 billion in revenues, CDK Global is a leading global provider of integrated information technology and digital marketing solutions to the automotive retail and adjacent industries. Focused on enabling end-to-end automotive commerce, CDK provides solutions to dealers in more than 100 countries around the world, serving approximately 28,000 retail locations and most automotive manufacturers.   CDK Global solutions automate and integrate critical processes from pre-sale targeted advertising to the sale, financing, insurance, parts supply, repair and maintenance of vehicles, with an increasing focus on utilizing data analytics and predictive intelligence.   


We’re large enough to make a difference but small enough for your voice to be heard. This means that we are an organization where every person matters. You can make an impact on the success of our business and that of our customers regardless of what career you decide to pursue.


From data scientists to sales and client service experts, we’re hiring to support your growth and ours - Green light your career.  

This position can be located in any CDK office:  Hoffman Estates, Norwood, Portland, Austin 

Position Summary


The Team Lead for the Forms Building team is a position that utilizing your knowledge of F&I, Deal Funding and CDK front end solutions you will bring value to the forms team by focusing on Client escalations, Process improvements and working closely with tech support and development to update and revise our suite of tools.

The selected candidate will be responsible for managing client escalations, working with the front line associates in a growing and mentoring role. A portion of the time will be spent compiling data and reporting on it.

Bring your positive attitude along with a curiosity and desire to drive change and become part of the exciting world of the CDK Customer Support Forms team


Responsibilities to include but not limited to:


  • Critical client escalation
  • Tools and mapping development
  • Peer to Peer directional alignment
  • Forms building and Mapping
  • Training and mentoring
  • Reporting and Statistical analysis
  • Project and compliancy oversight
  • Leads technology direction
  • Be a champion within the organization 




  • Client centric focus and mentality
  • Expert knowledge of client utilization of CDK F&I forms
  • Expert knowledge of existing CDK tools and technology specific to F&I forms
  • Subject matter expert in Automotive F&I Industry knowledge
  • Self-starter that leads change and sets direction
  • Mentor and positive influencer to change
  • 75% engaged with clients


CDK Global knows you have passions outside of work.  You have family, friends, sporting events, and lots of things going on.   That’s why we offer a comprehensive benefits package to not only take care of you but your family as well.   All of our benefits are effective the first day of employment including 401K matching, paid time off to re-energize, donate your time to volunteer in your community, and tuition reimbursement to name a few.

At CDK, we pride ourselves on having a diverse workforce. We value and celebrate the uniqueness of individuals and the different perspectives they provide. We offer equal opportunity employment regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, marital status, or protected veteran status.  

Nearest Major Market: Cincinnati

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