Title: Client Advocacy Operations
Duration: 1 year
Work mode: Remote
 
About the Role:

1. 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).
2. This role will report directly to the Director, Client Advocacy.

Organizational Impact:
This role enables scale and efficiency by:

• Accelerating sales cycles through timely, well-governed client reference fulfillment
• Reducing manual effort across advocacy operations through applied AI usage
• Supporting Engineering and PM teams in running effective PABs
• Protecting client relationships through consistent governance and controlled engagement

Key Responsibilities:
1. Sales Reference Operations (Primary 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

2. Applied AI in Advocacy Operations

• Use AI tools daily to:

o Triage and summarize reference requests
o Suggest advocate matches based on defined criteria
o Draft standardized communications, prep notes, and follow-ups
o 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

3. Product Advisory Board (PAB) Operational & Consulting Support

• Provide light consulting and operational support to Engineering and Product Management teams organizing Product Advisory Boards, including:

o Sharing best practices, templates, and standard operating procedures
4. Process, Governance & Reporting

• 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

Required Skills & Experience:

• 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

 Tools & Systems:

• Salesforce or similar CRM (required)
• Client reference or advocacy platforms (nice to have)
• Microsoft Teams, SharePoint, or similar collaboration tools
• Basic reporting and spreadsheet skills

 
 
At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. This position’s starting pay is: $ 29.99/hr.