Customer Succes Ops - Shared Services Specialist

UNIT4 NV; Wrocław; On-site; PLN 90,000 - 150,000; Full time

Benefits offered by this job

Remote working opportunities

Flexible Leave Paid Time Off policy

Global Wellbeing Days

Job summary

UNIT4 NV in Poland seeks a CS Shared Services Specialist to act as the administrative backbone for CS platforms—ERP, CRM, and the Docebo LMS. You will ensure accurate data, streamlined requests, and standardized processes across projects and initiatives.

You’ll maintain CRM and ERP records, publish and manage LMS content, and support governance with cross-functional teams to deliver reliable customer outcomes.

Qualifications

• Degree in a relevant field with foundational experience in operations or customer success.
• Experience in administrative or operational support across multiple business systems.
• Strong attention to detail and data accuracy, following defined standards.
• Ability to execute high-volume requests reliably and on time.
• Experience in a shared services or centralized operations model.
• Comfort with documented processes and runbooks.

Responsibilities

• Enable execution, governance hygiene, and operational consistency across CS projects by providing admin, coordination, and control support.
• Process project and financial administration in ERP, update budgets, and maintain data per CS ePMO guidance.
• Maintain CRM records for CS-led sales activity, track pipeline, and ensure data accuracy.
• Administer the Docebo LMS platform, provision users, publish content, and support configuration changes.
• Manage service requests via the shared services framework, log and fulfill within scope, escalate as needed.
• Maintain runbooks and process documentation; identify gaps and inaccuracies for resolution.
• Collaborate with reporting/automation and governance teams to enable scalable reporting.

Skills

Administrative support

Data accuracy

Cross-functional collaboration

AI for reporting

Documentation and runbooks

High-volume processing

Shared services experience

Education

Degree in relevant field

Tools

ERP

CRM

LMS (Docebo)

Job description

Customer Succes Ops - Shared Services Specialist

Full-time

Company Description

MeetUnit4 .With over 40 years of heritage,we’re an agile, fast growing, Cloud company that ison a mission toredefineEnterpriseResource Planning (ERP) for mid-market people-centric organisations.

With ourinnovative, 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 enablesdifferent priorities fordifferent people.

We’re shapinghow work shouldfeel,and we empowerourpeopleby providing them with the right tools to achieve the autonomy they need - it's what makes us unique.

Job Description

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

• Enableseffective execution, governance hygiene, and operational consistencyacross Customer Success delivery projects by providingadministrative, coordination, and control support. Ensures that Customer Success projects arewell, 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.
• Highlightdata quality issues or gapsearly.
• Work closely with reporting/automation and business governance teams to enablescalable, low-effort reporting and governance

Qualifications

Key Qualifications and Skills

• Degree in relevant field and 2 to 3years minimum work experience with the desired skill
• Proven experience in administrative or operational support roleswithin 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

Additional Information

Who we are

We area people-first communitythatnurturesall the areas that surround your working experience.With us,you’llbe surrounded by ahigh-performanceteam that supports yourauthentic self and celebrates your uniqueness.

We believe that‘How work should feel’is an evolvingstatement.Work goes beyond tasks and everyday responsibilitiesit’sabout feeling valued, empowered, promoted, impactful, seen, andappreciated.

We are reimagining how work makes people feel.

What we offer

• aculture built ontrustand accountability- giving you the freedom and autonomy to be successfuland make an impact
• balance - with ourFlexible Leave Paid Time Off policy, remote workingopportunities,Global Wellbeing Days,and other greatbenefits
• growth opportunities -we provide the tools and guidancerequiredso that you can focus on what really mattersto youandso, ultimately,you canachieve your best work
• talentedcolleagues , role models and mentors - work, learn and be inspired by some of the best talent in the software industry
• a commitment tosustainability - with initiatives such as ourEnvironmental, Social, and Governance strategy andAct4Good programme
• asafe 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:

This role may require security clearancerequiredfor 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'llhandle it according to local privacy laws and keep your information safe. Questions? Feel free to reach out!

Discover how we enable work-life fusion for our people so they can bring their full selves to work and excel in their careers, while also prioritizing their personal lives and physical/mental wellbeing

Explore our benefits and discover how we create a truly rewarding experience—combining practical and tangible benefits with meaningful support.

Unit4 is committed to ensuring equal opportunity for everyone. Together, we continue to build an inclusive culture that encourages and celebrates the diversity of our employees, where they all are seen as a real value to the company. We guarantee a fair consideration for employment, without discrimination. Thats why we make our hiring decisions solid based on merit, qualifications and current business needs. We invite you to be a part of this diversity and join our community!

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