Shared Services Specialist

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.

Role 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

Key Qualifications and Skills

• 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

Who we are

We are a people-first community that nurtures all the areas that surround your working experience. With us, you’ll be surrounded by a high-performance team that supports your authentic self and celebrates your uniqueness.

We believe that ‘How work should feel’ is an evolving statement. Work goes beyond tasks and everyday responsibilities it’s about feeling valued, empowered, promoted, impactful, seen, and appreciated.

We are reimagining how work makes people feel.

What we offer

• a 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.

Our commitment to equity

Unit4 is committed to ensuring equal opportunity for everyone. We make our hiring decisions solely based on skills, qualifications, and our current business needs. We know that diversity brings fresh perspectives, ideas, and solutions to our company. This is the essence of our culture. We also welcome and encourage people who are pregnant and/or parents-to-be to apply. If you would like to know more about our commitment to diversity, visit our blogs:

• Our focus to DEI remains central to who we are
• Inclusive hiring at Unit4: Building equal opportunities for all

Background check

This role may require security clearance required for customer projects and access to sensitive (customer) data. That means that after you have accepted our offer, we could ask for background checks. Subject to applicable local laws, such security checks may require disclosure of personal information including criminal record declaration, right to work, personal identification and work history. No worries – we'll handle it according to local privacy laws and keep your information safe. Questions? Feel free to reach out!

Meet Unit4. With over 40 years of heritage, we’re an agile, fast growing, Cloud company that is on a mission to redefine Enterprise Resource Planning (ERP) for mid-market people-centric organisations.

With our innovative, self-driving, adaptive and intuitive software, our customers can spend more time on meaningful high-value work.

At the heart of what we do lies a simple yet profound purpose: Improve how people work by focusing on what truly matters. - A powerful statement that enables different priorities for different people.

We’re shaping how work should feel, and we empower our people by providing them with the right tools to achieve the autonomy they need - it's what makes us unique.