Assessment & Insights Operations Director

🕒 3 dias atrás

🇺🇸 Estados Unidos – Remoto (EUA)

⏰ Tempo Integral

🔴 Especialista

⚙️ Operações

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Salesforce

SiteLinkedInTodas as Vagas

10.000+ funcionários

Fundada em 1999

☁️ SaaS

🤝 B2B

🤖 Inteligência Artificial

SaaS • B2B • Artificial Intelligence

O Salesforce é uma empresa líder em software baseado em nuvem que fornece uma plataforma abrangente de gerenciamento de relacionamento com o cliente (CRM). A plataforma conecta todos os dados e equipes da empresa em um sistema integrado e orientado por IA para melhorar as vendas, o atendimento ao cliente e os esforços de marketing. O Salesforce oferece soluções escaláveis para empresas de todos os portes, incluindo pequenas e médias empresas, e fornece soluções específicas para setores industriais que modernizam operações, economizam tempo e reduzem custos. O Salesforce também oferece recursos educacionais através do Trailhead e uma ampla seleção de aplicativos no AppExchange para expandir as capacidades de seu CRM.

Descrição

• Execute the quarterly assessment process end-to-end, serving as the primary data collection and synthesis layer for the global portfolio. • Conduct AE and CSM outreach; lead assessment interviews across the global account portfolio to gather structured inputs aligned to the 10-dimension scoring rubric. • Collect account data from CRM, support systems, and stakeholder inputs; evaluate and score accounts consistently against the established assessment framework. • Manage the operational logistics of each quarterly assessment wave — including scheduling, tracking interview completion, and escalating non-responsive accounts and execution blockers to the Portfolio Strategy & Intelligence Lead. • Organize and centralize data feeds for portfolio health; build and maintain the Global Portfolio Health Dashboard in CRM Analytics / Tableau CRM. • Prepare quarterly portfolio health reports and individual account risk scorecards; participate in sharing findings with internal teams, customers, and SI partners. • Support the preparation of case studies and content for customer workshops and marketing events. • Manage the market insights and events calendar in partnership with the Program Manager — including case study deadlines, marketing event submissions, customer workshop scheduling, and thought leadership deliverables. • Coordinate logistics for customer workshops and partner events: invitations, agendas, and follow-up tracking. • Support the AI Architect in organizing data feed inputs and maintaining documentation for the assessment agent build.

🎯 Requisitos

• 5–8+ years of experience in Business Operations, Customer Success Operations, Program Coordination, or a related field — preferably within the Enterprise Cloud or Life Sciences technology space. • Demonstrated experience executing structured data collection or assessment processes across large, complex account portfolios. • Strong analytical skills, with a track record of translating multi-source data into clear, actionable reporting and health metrics. • Proven ability to coordinate logistics and manage calendars across multiple concurrent initiatives — workshops, marketing events, quarterly reporting cycles — without losing detail or momentum. • Excellent interpersonal skills; comfortable conducting working sessions with field-facing teams (AEs, CSMs) and engaging external stakeholders including customers and SI partners. • Highly organized, self-directed, and capable of managing competing priorities in a fast-moving, global operating environment. • Hands-on familiarity with the Salesforce platform, CRM Analytics / Tableau CRM, and Salesforce Reports & Dashboards is required.

🏖️ Benefícios

• time off programs • medical • dental • vision • mental health support • paid parental leave • life and disability insurance • 401(k) • employee stock purchasing program