# Assessment Insights & Operations Manager

**Company**: Salesforce
**Experience**: senior
**Job type**: full-time
**Category**: Operations
**Industry**: Technology

**Apply**: https://salesforce.wd12.myworkdayjobs.com/en-US/External_Career_Site/job/United-Kingdom---London/Assessment-Insights---Operations-Manager_JR363778?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_832fdf3a-748

## Description

We are 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.

**Required Qualifications**

- 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.

**Preferred Qualifications**

- Experience operating within the Enterprise Cloud, SaaS, or Life Sciences technology sectors.

- Prior experience working directly within a Salesforce software ecosystem.

- Familiarity with AI-assisted productivity tools (e.g., Agentforce, Slack AI, Einstein Copilot, or Gemini) to accelerate data synthesis.

- Proficiency with program and project management tools such as Jira, Smartsheet, or Asana.

**Benefits**

- Unleash Your Potential: Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best.

## Skills

### Required
- Salesforce reporting and analytics
- CRM Analytics
- Tableau CRM
- data analysis
- project management
- communication
- stakeholder engagement

### Nice to have
- Agentforce
- Slack AI
- Einstein Copilot
- Gemini
- Jira
- Smartsheet
- Asana

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Source: [Apply at salesforce.wd12.myworkdayjobs.com](https://salesforce.wd12.myworkdayjobs.com/en-US/External_Career_Site/job/United-Kingdom---London/Assessment-Insights---Operations-Manager_JR363778?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)