Assessment Insights & Operations Manager

Overview

You will drive portfolio intelligence for the Global Life Sciences Activation & Adoption team, turning raw account data into actionable insights. Working cross-functionally with AEs, CSMs, and leadership, you’ll own the end-to-end quarterly assessment process and maintain real-time risk visibility. You’ll connect operational data to strategic decisions, shaping how executives monitor portfolio health and guide customer success. This role offers the chance to implement scalable analytics, dashboards, and processes that impact decision-making at the highest level. You’ll join a mission-driven environment at Salesforce, leveraging AI-powered tools to accelerate insights and outcomes.

Responsibilities

• Execute the quarterly account assessment process end-to-end as the primary data collection and synthesis lead for the global portfolio
• Partner with Account Executives (AEs) and Customer Success Managers (CSMs) to conduct assessment interviews aligned to the scoring rubric
• Collect, organize, and evaluate account data from CRM systems, support platforms, and stakeholder inputs to measure portfolio health
• Manage the operational logistics of quarterly assessment cycles, including scheduling, interview tracking, and escalation of blockers
• Build and maintain the Global Portfolio Health Dashboard using CRM Analytics / Tableau CRM for real-time risk visibility
• Produce quarterly portfolio health reports and individual account risk scorecards for internal teams, leadership, customers, and SI partners
• Coordinate multi-track logistics for customer workshops and partner events, managing invitations, agendas, and follow-up
• Manage a calendar of market insights and events, including case study deadlines, marketing submissions, and thought leadership deliverables
• Support data architecture and technical teams by organizing data feeds and maintaining documentation for AI-powered assessment tools

Key requirements

• Bachelor’s degree or equivalent practical experience
• 5+ years of experience in Business Operations, Customer Success Operations, Program Management, or related field
• Experience managing end-to-end data collection, assessment cycles across large, complex account portfolios
• Hands-on proficiency with Salesforce reporting and analytics tools: CRM Analytics, Tableau CRM, and standard Salesforce dashboards
• Strong analytical skills with track record of synthesizing multi-source data into actionable reporting and executive-ready presentations
• Ability to coordinate complex logistics and manage calendars across concurrent workstreams
• Excellent communication and stakeholder engagement skills for structured working sessions with field-facing teams and external partners

• Communication
• Stakeholder engagement
• Coordination
• CRM Analytics (Einstein Analytics)
• Tableau CRM
• Salesforce dashboards

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