Job Title: Project Analyst
Department: Customer Operations
Reports To: Sr. Manager – Implementation & Project Management
Job Summary
The Project Analyst plays a critical role in supporting the Customer Success (CS) and Operations teams through data integrity efforts, reporting, system updates, and process improvements. This role is responsible for ensuring accurate Success Manager and Success Region assignments, maintaining dashboard accuracy, generating operational reports, and aiding in the creation and simplification of training content. The ideal candidate is detail-oriented, highly organized, and capable of managing multiple priorities in a dynamic environment.
Key Responsibilities
Data Quality & Hierarchy Management
- Ensure Accurate Role Assignments: Regularly review and update account hierarchies to maintain correct ownership and support responsibilities across the organization.
- Standardize Regional Mapping: Apply consistent regional identifiers across related customer accounts to support accurate segmentation and reporting.
- Conduct Data Integrity Audits: Perform periodic audits to identify and correct data discrepancies, such as misassigned roles, inactive attributes, or incomplete entries.
- Drive Proactive Communication: Create and maintain a cadence of insights shared with regional or functional leaders to highlight key data issues such as overdue tasks, data gaps, or misaligned account ownership
Dashboard Management
- Maintain and regularly update operational dashboards to ensure alignment with business leadership requirements and regional performance tracking.
Data Maintenance
- Support the accuracy of customer-related data by performing periodic reviews and manual updates in line with organizational standards.
Platform and Process Optimization
- Assist in the upkeep of customer success platforms by updating playbooks and maintaining consistent objectives that support scalable engagement practices.
Operational Reporting
- Prepare and distribute key performance and operational reports on a regular cadence (e.g., biweekly, monthly, daily) to support strategic decision-making and team accountability.
Training and Enablement
- Convert complex information into accessible, role-appropriate training content for frontline teams.
- Maintain a centralized repository of training materials and release updates to ensure knowledge consistency and ongoing enablement
Qualifications
- Education: Bachelor’s degree in Project Management, Business Administration, or a related field.
- Experience: Minimum of 3–5 years of experience in project management or operations support, preferably within the Software or Automotive sectors.
Skills & Competencies
- Strong analytical and data interpretation skills
- Excellent communication and interpersonal skills
- Proficiency in reporting tools such as Excel, Power BI, Tableau, etc.
- Ability to manage multiple projects simultaneously with shifting priorities
- Effective problem-solving and decision-making capabilities
- Highly organized with keen attention to detail
- Ability to work under pressure and meet stringent deadlines
Travel:
If required
Work Location:
Hyderabad – (Onsite)
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.