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Client Advocacy Operations

Canada, Toronto 31.70 CAD / Hour · Job Posted June 15, 2026
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Job Description

The Client Advocacy Operations role supports the Client Advocacy team by executing high-volume, operational work across sales references that support accelerating sales cycles, AI-assisted advocacy processes, and light consulting support for Product Management teams as they organize and run Product Advisory Boards (PABs). This role will directly report into Director, Client Advocacy. Remote role

Job Responsibility

  • 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

Requirements

  • 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

Nice to have

Client reference or advocacy platforms (nice to have)

What we offer

Remote position

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