Senior Manager/Director, Assessment & Insights Operations

🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

⚙️ Operations

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Salesforce

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1999

💼 Consulting

📣 Marketing

☁️ SaaS

Consulting • Marketing • SaaS

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 for the global portfolio • Conduct AE and CSM outreach and lead assessment interviews using the 10-dimension scoring rubric • Collect account data from CRM, support systems, and stakeholder inputs • Evaluate and score accounts consistently against the assessment framework • Manage quarterly assessment logistics, scheduling, interview tracking, and escalation of blockers • Organize and centralize portfolio health data • Build and maintain the Global Portfolio Health Dashboard in CRM Analytics / Tableau CRM • Prepare quarterly portfolio health reports and individual account risk scorecards • Share findings with internal teams, customers, and SI partners • Support case studies and content for customer workshops and marketing events • Manage the market insights and events calendar with the Program Manager • Coordinate customer workshop and partner event logistics, including invitations, agendas, and follow-up tracking • Support the AI Architect with data feed inputs and documentation for the assessment agent build • Ensure accurate portfolio health data supporting prioritization and resource allocation • Support improvement of the overall Account Health Score and early risk identification

🎯 Requirements

• 5–8+ years of experience in Business Operations, Customer Success Operations, Program Coordination, or a related field • Experience 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 and ability to translate multi-source data into actionable reporting and health metrics • Ability to coordinate logistics and manage calendars across concurrent workshops, marketing events, and reporting cycles • Excellent interpersonal skills for working with AEs, CSMs, customers, and SI partners • Highly organized, self-directed, and capable of managing competing priorities in a fast-moving global environment • Hands-on familiarity with Salesforce, CRM Analytics / Tableau CRM, and Salesforce Reports & Dashboards is required • Hands-on proficiency with Salesforce reporting and analytics tools • Experience with structured evaluation frameworks and assessment methodologies • Experience collecting and centralizing data from CRM systems, support platforms, and stakeholder inputs • Experience preparing portfolio health reports, account risk scorecards, and executive-ready materials • Experience managing multi-track content and events calendars • Familiarity with AI-assisted productivity tools such as Agentforce, Slack AI, Einstein Copilot, Gemini, or equivalent • Willingness to support agentic technology builds and maintain AI assessment-tool documentation • Experience with JIRA, Smartsheet, Asana, or equivalent project-management tools • Proficiency with Google Slides, PowerPoint, and Google Docs/Quip • Internal Salesforce experience or background is a strong plus

🏖️ Benefits

• Time off programs • Medical insurance • Dental insurance • Vision insurance • Mental health support • Paid parental leave • Life insurance • Disability insurance • 401(k) • Employee stock purchasing program • AI agents to accelerate impact • Reasonable accommodation during the application or recruiting process