Client Advocacy Operations

• Manage incoming global sales reference requests across regions and business units
• Review requests for completeness, urgency, and alignment with reference criteria
• Match requests to approved client advocates based on industry, region, solution, and use case
• Coordinate and schedule reference calls or meetings between sales teams and client advocates
• Track advocate usage to avoid overuse and reference fatigue
• Log and maintain all activity in Salesforce or the designated advocacy platform
• Use AI tools daily to triage and summarize reference requests, suggest advocate matches, draft standardized communications, prep notes, and follow-ups, tag and summarize advocacy assets and advocate profiles
• Identify repetitive or manual tasks where AI or automation can improve efficiency
• Follow established governance guidelines for client data and communications
• Escalate exceptions or judgment-based decisions to the advocacy lead
• Provide light consulting and operational support to Engineering and Product Management teams organizing Product Advisory Boards, including sharing best practices, templates, and standard operating procedures
• Follow established approvals, usage rights, and governance processes
• Maintain accurate records of advocates, references, and PAB participants
• Support basic reporting on reference volume and fulfillment time, advocate engagement, PAB participation and cadence
• Flag risks, bottlenecks, or gaps for review

• 2–4 years of experience in an operational, coordination, or program support role
• Strong organizational skills and attention to detail
• Excellent written communication and professional email etiquette
• Comfort working across time zones and global teams
• Demonstrated experience using AI tools as part of daily work (research, summarization, drafting, tagging)
• Ability to follow defined processes and escalate when needed
• Salesforce or similar CRM (required)
• Microsoft Teams, SharePoint, or similar collaboration tools
• Basic reporting and spreadsheet skills

Client reference or advocacy platforms (nice to have)

Remote position