Customer Reference Program Manager

Bonterra

. Own live deal support from request intake and qualification through matching, customer outreach, scheduling, briefing, and follow-up .

Posted 10/13/2026full-timeRemote • United StatesMid-LevelSenior💰 $75,000 - $95,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing customer reference programs and sales enablement through effective workflow automation, data validation, and AI integration. Proficient in utilizing platforms like Champion HQ and Peerbound to enhance operational efficiency and customer engagement.

Highest-signal resume keywords

B2B SaaS ExperienceChampion HQ AdministrationSalesforce ProficiencyGenerative AI ApplicationCustomer Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Reference Request ManagementWorkflow AutomationData ValidationROI ReportingMatching Criteria DevelopmentIntake Rule BuildingNTEE Taxonomy KnowledgeAI Workflow IntegrationOpportunity ReportingContent Repository Management

Soft Skills

Customer JudgmentRelationship ManagementClear Writing SkillsExpectation ManagementIndependent Prioritization

Tools & Technologies

Champion HQPeerboundSalesforceGongNo-Code Tools

Industry Keywords

Nonprofit Market ExperienceSocial-Good SegmentationAdvocacy OperationsSales EnablementCommercial Programs

Tech Stack

Tools & technologies

Assembly

About the role

Key responsibilities & impact

Own live deal support from request intake and qualification through matching, customer outreach, scheduling, briefing, and follow-up
Build repeatable request workflows with request types, priorities, required information, service-level agreements, escalation paths, and ownership
Establish demand and fulfillment baselines, document workflows, and remove recurring bottlenecks before automation
Match customers based on nonprofit mission, NTEE code/category, segment, products in use, competitor displaced, AI and technology stack, buyer persona, and geography
Identify coverage gaps with Sales and Customer Success and qualify reference customers against deal needs
Run Champion HQ, including rosters, profiles, matching rules, workflows, permissions, and Salesforce-connected ROI reporting
Resolve Champion HQ automation and data gaps with system owners
Maintain reporting for Opportunity Type = New Logo and Opportunity Subtype = New Sale
Mine Peerbound and other customer voice sources for relevant evidence and potential references
Maintain source traceability, approvals, freshness, and delivery of approved proof for sellers
Design, test, and operate AI-assisted triage, matching shortlists, first-draft assets, and proof assembly
Define AI workflow source requirements, review checkpoints, exception handling, and quality checks
Measure time saved, rework, seller impact, fill rate, time-to-fulfill, adoption, fatigue, influenced pipeline, and ARR
Partner with RevOps to assess win-rate and sales-cycle differences on referenced deals
Evaluate Champion HQ and Peerbound and recommend the 2027 operating model and technology stack
Coordinate with Sales, Customer Advocacy, Customer Success, Product Marketing, RevOps, Legal, and Commercial AI
Enable sellers on the request path and reusable proof
Protect customer consent, participation limits, quote and logo restrictions, and legal approvals

Requirements

What you’ll need

4+ years of relevant B2B SaaS experience in customer references, advocacy operations, sales enablement, or commercial programs
Direct ownership of reference requests supporting active sales opportunities
Hands-on experience operating a reference platform such as Champion HQ or ReferenceEdge
Hands-on experience with a customer-proof platform such as Peerbound or a close equivalent
Fluent in Salesforce opportunity fields, report filters, and data validation
Experience building clear intake rules, matching criteria, service levels, documentation, and reporting
Experience applying generative AI, knowledge bases, and workflow automation to program operations
Ability to validate AI outputs and measure quality, time saved, and business impact
Strong customer judgment and relationship skills, including managing expectations and consent
Clear, concise writing skills and ability to create seller briefs and one-pagers
Ability to own priorities independently and work through incomplete data and evolving processes
Direct administration of Champion HQ and hands-on use of Peerbound strongly preferred
Experience in nonprofit or social-good markets, including mission-based segmentation and NTEE taxonomies
Experience with Gong or other call intelligence tools, content repositories, and review-site content
Experience building reference ROI reporting or evaluating software vendors against an in-house operating model
Experience connecting AI workflows to CRM, call intelligence, or content systems through no-code tools or integration requirements
Must not require current or future sponsorship for employment authorization in the United States

Benefits

Comp & perks

Comprehensive benefits package supporting health, well-being and growth
Potential bonuses, incentives, and equity as part of the total rewards package
Equal employment opportunities
Reasonable accommodation during the application process