Shared Services Specialist

Unit4

1d•Remote

About The Position

The CS Shared Services Specialist is the operational backbone of Unit4's CS shared services function, ensuring that the administrative activity required to keep CS business systems accurate and operational is fulfilled reliably, to defined standards, and on time. This is a generalist role spanning multiple business platforms: project and financial record management in the ERP, opportunity and account maintenance in the CRM, content publication and user provisioning in the LMS, and management of the services success catalogue. The responsibilities reflect the current scope of the function; as the CS division grows and additional administrative activity is consolidated into shared services, the platforms and activities covered by this role will evolve accordingly. The value this role creates is not in any single system, it is in the disciplined, accurate fulfilment of requests across all of them, removing a class of operational distraction from CS practitioners and function leaders so they can focus on customer outcomes rather than administrative overhead.

Requirements

Degree in relevant field and 2 to 3 years minimum work experience with the desired skill
Proven experience in administrative or operational support roles within Customer Success, Professional Services, Operations, PMO, or similar enterprise environments, supporting cross-functional delivery teams.
Hands-on experience working across multiple business systems
Strong operational discipline and attention to detail, with a demonstrated ability to maintain high data accuracy, follow defined standards, and identify inconsistencies, errors, or data quality issues early.
Ability to execute high-volume requests reliably and on time
Experience working within a shared services or centralized operations model
Comfort working with documented processes and runbooks
Cross-functional collaboration
Adaptability and learning agility
Appetite to use AI effectively to improve reporting and automation

Responsibilities

Enables effective execution, governance hygiene, and operational consistency across Customer Success delivery projects by providing administrative, coordination, and control support.
Ensures that Customer Success projects are well, compliant with standards, and operationally frictionless, allowing Project Managers and delivery leads to focus on outcomes, risks, and stakeholder management.
Process project and financial administration requests in the ERP, including creating project structures, updating budget records, and maintaining financial data in line with requests from CS ePMO and function managers, following defined procedures and escalating discrepancies or data conflicts to the Team Leader, CS Shared Services.
Maintain CRM records in support of CS-led sales activity, including creating and updating opportunity records, tracking pipeline data against defined fields and formats, and ensuring record accuracy in line with requests from CS function managers and CS Operations.
Administer the Docebo LMS platform on behalf of the Customer Education team, including provisioning and managing user access, publishing and maintaining course content to catalogue standards, and supporting configuration updates as directed by the Team Leader, CS Shared Services.
Process and manage service requests from across the CS function using the shared services request management framework, logging requests accurately, fulfilling those within scope promptly, and escalating requests requiring configuration decisions or system changes to the Team Leader, CS Shared Services; scope includes all currently designated platforms and any additional systems or activities assigned to the shared services function over time.
Maintain process documentation for all admin activities within scope, following established runbooks and flagging procedural gaps, inaccuracies, or ambiguities to the Team Leader, CS Shared Services for resolution.
Highlight data quality issues or gaps early.
Work closely with reporting/automation and business governance teams to enable scalable, low-effort reporting and governance