Customer Reference Specialist

Responsibilities

• Reference matching and call coordination
• Match reference requests from sales teams to the best-fit customers based on industry, product, use case, and region.
• Leverage usage dashboards, Power BI, and other reporting tools to verify customer adoption and usage before matching each reference request.
• Manage the full logistics of one-on-one and group reference calls: outreach, scheduling, briefing materials, and follow-up.
• Prepare reference meeting assets, such as customer proof points, talking points, and call briefs.
• Collect feedback from sellers and customers after calls and flag trends to the team.
• Coordinate customer reference meetings for company events, including customer host preparation, session descriptions, meeting materials, attendee communications, and on-site logistics.
• Manage registration and approval workflows, applying participation criteria and coordinating with sales to confirm eligible attendees.
• Partner with customer hosts to shape focused, relevant discussions that address prospect needs and highlight measurable customer outcomes.
• Identify and recruit new reference customers in partnership with sales, customer success, marketing (product, outbound, etc.), and product management.

Requirements

• 5+ years of related experience in marketing, customer advocacy, customer marketing, or a similar customer-facing program role
• Bachelor’s degree in marketing, communications, Business, or a related field (or equivalent experience)
• Hands-on experience with customer reference or advocacy programs, or comparable program coordination work
• Strong project management skills: you can juggle many concurrent requests and drive each one to completion
• Clear, concise, professional written and verbal communication, including with customers and senior stakeholders
• Sound judgment in applying established processes, and the resourcefulness to find answers or support when something is missing
• Comfort working with data and tracking systems (CRM, spreadsheets, reference platforms) to report on program performance
• Familiarity with SaaS or enterprise technology is a plus