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About the Role

Salesforce is seeking a detail-oriented and analytically minded operations professional to serve as the Assessment Insights & Operations Manager for the Global Life Sciences Activation & Adoption division. In this role, you will be the core operational driver of our portfolio intelligence team, executing the end-to-end quarterly assessment process and translating raw account data into actionable insights that drive strategic customer success.

Responsibilities

Execute the quarterly account assessment process from end-to-end, acting 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, gathering structured data aligned to our scoring rubric.
Collect, organize, and evaluate account data from CRM systems, support platforms, and stakeholder inputs to consistently measure portfolio health.
Manage the operational logistics of quarterly assessment cycles, including scheduling, interview tracking, and proactive escalation of execution blockers.
Build, organize, and maintain the Global Portfolio Health Dashboard using CRM Analytics / Tableau CRM to provide real-time risk and health visibility to leadership.
Produce quarterly portfolio health reports and individual account risk scorecards for internal teams, leadership, customers, and Systems Integrator (SI) partners.
Coordinate multi-track logistics for customer workshops and partner events, managing invitations, agendas, and follow-up tracking.
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.

Requirements

Bachelor’s degree or equivalent practical experience.
5+ years of experience in Business Operations, Customer Success Operations, Program Management, or a related field.
Demonstrated experience managing end-to-end data collection, assessment, or evaluation cycles across large, complex account portfolios.
Hands-on proficiency with Salesforce reporting and analytics tools, specifically CRM Analytics (formerly Einstein Analytics), Tableau CRM, and standard Salesforce dashboards.
Strong analytical skills with a proven track record of synthesizing multi-source data into clear, actionable reporting and executive-ready presentations.
Proven ability to coordinate complex logistics and manage calendars across concurrent workstreams without losing operational momentum.
Excellent communication and stakeholder engagement skills, with the ability to conduct structured working sessions with field-facing teams and external partners.

Skills

CRM Analytics / Tableau CRM
Salesforce dashboards
Data synthesis
Program and project management tools (e.g., Jira, Smartsheet, Asana)
AI-assisted productivity tools (e.g., Agentforce, Slack AI, Einstein Copilot, or Gemini)

Location

Remote

Work Type

Full-time

Experience Level

5+ years of experience

Education Level

Bachelor’s degree or equivalent practical experience

Benefits

Benefits and resources support you to find balance and be your best
AI agents accelerate your impact so you can do your best

About the Company

Salesforce is the #1 AI CRM, where humans with agents drive customer success together.
Here, ambition meets action.
Tech meets trust.
Innovation isn’t a buzzword — it’s a way of life.
The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.
Ready to level-up your career at the company leading workforce transformation in the agentic era?
Agentforce is the future of AI, and you are the future of Salesforce.

Equal Opportunity

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment.
We believe in equality for all.
We believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination.
Workplace discrimination is illegal.
Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law.
This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey.
It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between.
Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit.
The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.
We are a recognised Disability Confident member under the UK Government Disability Confident employer scheme.
We are committed to providing an inclusive recruitment process and will offer an interview to disabled applicants who meet the essential criteria for the role.
Applicants are welcome to opt-in to the interview scheme as part of the application process.