Assessment & Insights Operations Director

🔥 2 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🔴 Lead

⚙️ Operations

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Salesforce

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1999

☁️ SaaS

🤝 B2B

🤖 Artificial Intelligence

SaaS • B2B • Artificial Intelligence

Salesforce is a leading cloud-based software company that provides a comprehensive customer relationship management (CRM) platform. The platform connects all company data and teams on an integrated, AI-driven system to improve sales, customer service, and marketing efforts. Salesforce offers scalable solutions for businesses of all sizes, including small and medium enterprises, and provides industry-specific solutions to modernize operations, save time, and reduce costs. Salesforce also offers educational resources through Trailhead and a wide selection of apps on AppExchange to extend its CRM capabilities.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

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