Customer Success Ops – Shared Services Specialist

Unit4

Operational backbone of Unit4’s Customer Success shared services, ensuring accurate and timely administration across multiple platforms. Collaborating with teams to streamline operations and enhance customer outcomes.

Posted 5/26/2026full-timeRemote • 🇵🇱 PolandJuniorMid-LevelWebsite

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.

Benefits

Comp & perks

culture built on trust and accountability - giving you the freedom and autonomy to be successful and make an impact
balance - with our Flexible Leave Paid Time Off policy, remote working opportunities, Global Wellbeing Days, and other great benefits
growth opportunities - we provide the tools and guidance required so that you can focus on what really matters to you and so, ultimately, you can achieve your best work
talented colleagues, role models, and mentors - work, learn and be inspired by some of the best talent in the software industry
a commitment to sustainability - with initiatives such as our Environmental, Social, and Governance strategy and Act4Good programme
a safe and inclusive working environment – supported by our Employee Resource Groups, which are open to all.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

project administrationfinancial administrationCRM managementERP systemsdata accuracyreportingautomationprocess documentationuser access managementcourse content management

Soft Skills

operational disciplineattention to detailcross-functional collaborationadaptabilitylearning agilitystakeholder managementproblem-solvingcommunicationtime managementdata quality identification