Assessment & Insights Operations Senior Manager/Director

Salesforce•Indianapolis, IN

About The Position

Salesforce is seeking a detail-oriented and analytically minded operations professional to serve as the Assessment Insights & Operations Senior Manager/Director for the Global Life Sciences Activation & Adoption (A&A) division. This role is the primary data collection and synthesis engine of the team, executing the end-to-end quarterly assessment process and translating raw account data into portfolio intelligence that drives strategic intervention across the AFLS ecosystem. The candidate will be the operational heartbeat of the assessment function, ensuring every account in the global portfolio is evaluated, scored, and tracked with precision. This includes conducting AE and CSM outreach, maintaining the Global Portfolio Health Dashboard, and serving as the connective tissue between field teams, data systems, and the insights that guide the Portfolio Strategy & Intelligence Lead. The right candidate will be a highly organized, data-fluent operator who thrives on turning assessment inputs into insight, ensuring the AFLS assessment cycle runs seamlessly every quarter and that portfolio health data is always current, accurate, and actionable.

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.

Nice To Haves

Internal Salesforce experience or background is a strong plus.
Familiarity with AI-assisted productivity tools (such as Agentforce, Slack AI, Einstein Copilot, Gemini, or equivalent) to accelerate data synthesis, interview documentation, and stakeholder communication.
Willingness to support agentic technology builds — including organizing structured data feed inputs and maintaining documentation for AI-powered assessment tools.
Experience applying structured evaluation frameworks and assessment methodologies consistently across large, diverse portfolios — with the discipline to gather, weigh, and synthesize multi-source inputs into reliable, repeatable outputs
Skilled at conducting structured working sessions with field teams (AEs, CSMs) to gather account-level inputs and navigate non-responsive or complex accounts.
Comfortable preparing and presenting portfolio health reports, account risk scorecards, and executive-ready materials for internal teams, customers, and SI partners.
Experienced in managing multi-track calendars and coordinating end-to-end logistics for customer workshops, partner events, and marketing engagements — from invitations and agendas through to follow-up tracking.
Proven ability to manage a content and events calendar across multiple concurrent workstreams with competing deadlines.
Comfortable operating in a dynamic, fast-moving environment and able to adapt processes as the assessment program scales across new geographies and account segments.

Responsibilities

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.