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.