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Associate Forms Analyst

Date:  May 25, 2021

Cincinnati, OH, US, 00000


About CDK Global, Inc

CDK Global (NASDAW:CDK) is a leading provider of integrated data and technology solutions to the automative, heavy truck, recreation and heavy equipment industries. Focused on enabling end-to-end, omnichannel retail commerce through open, agnostic technology, CDK Global provides solutions to dealers and orginal equipment manufacturers, serving nearly 15,000 retail locations in North America. CDK solutions connect people with technology by automating and integrating all parts of the dealership and buying process, including the acquisition, sales, financing, insuring, parts supply, repair and maintenace of vehicles. Vist

This position can be located in any of the following CDK offices:  Norwood, Hoffman, Portland. 


Job Description:

At CDK Global we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support you all the way. If success motivates you, you belong at CDK Global. 


As a Forms Builder you will work directly with our auto dealership clients to create customized computer forms, coordinating all questions and changes. You will be able to demonstrate your administrative expertise as the vital link between CDK Global and the dealership's Finance & Insurance (F&I) department. You will work directly with CDK Global Technical associates regarding product change requests and application defects. The Forms Builder is responsible to facilitate the coding, testing and delivery of Forms to our existing and new client base.


Responsibilities include:

  • Assembles, organizes and maintains forms library by generating, changing or deleting forms. Supports internal and external clients and their forms needs.
  • Maintains records of workload, client status with regards to problem resolution and ensures billing is processed in a timely manner.
  •  Responsible for training associates as determined by management and acts as a go-to individual for members of the team and as an escalation point for issues of higher technical abilities.
  • Proactively generates new business from existing client base, pursues new business through communications to our client base and makes suggestions for change that will streamline efficiencies in department organization
  • You will work directly with CDK Global Technical associates regarding product change requests and application defects.



  • Associates or BS in Accounting/Finance preferred but not required.
  • A successful candidate must have excellent computer skills (MS Office)
  • Previous experience creating forms is desired.
  • Must possess excellent customer service skills, ability to prioritize, manage multiple projects, problem-solving skills, and the initiative to learn how to build new F&I forms and make corrections to existing forms 
  • Having a strong attention to detail is requirement to be successful in this role.
  • Superb time management skills and completion of takes to a definite deadline is required.


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.  

Job Segment: Outside Sales, Supply, Sales, Operations

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