Assessment & Insights Operations Director

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the complete quarterly assessment process, acting as the main data collection and synthesis layer for the global portfolio.

• Engage in outreach to Account Executives (AEs) and Customer Success Managers (CSMs); facilitate assessment interviews throughout the global account portfolio to gather structured inputs in accordance with the 10-dimension scoring rubric.

• Gather account information from CRM, support systems, and stakeholder inputs; assess and score accounts consistently based on the established assessment framework.

• Handle the operational logistics for each quarterly assessment wave — including scheduling, tracking interview completions, and escalating issues related to non-responsive accounts and execution barriers to the Portfolio Strategy & Intelligence Lead.

• Organize and centralize data feeds for portfolio health; develop and maintain the Global Portfolio Health Dashboard utilizing CRM Analytics / Tableau CRM.

• Create quarterly portfolio health reports and individual account risk scorecards; engage in sharing findings with internal teams, customers, and SI partners.

• Assist in the preparation of case studies and content for customer workshops and marketing events.

• Collaborate with the Program Manager to manage the market insights and events calendar — including case study deadlines, marketing event submissions, customer workshop scheduling, and thought leadership deliverables.

• Coordinate logistics for customer workshops and partner events: managing invitations, agendas, and follow-up tracking.

• Aid the AI Architect in organizing data feed inputs and maintaining documentation for the assessment agent build.

⛳️ Requirements

• 5–8+ years of experience in Business Operations, Customer Success Operations, Program Coordination, or a related field — ideally within the Enterprise Cloud or Life Sciences technology sector.

• Proven experience in executing structured data collection or assessment processes across extensive, complex account portfolios.

• Strong analytical capabilities, with a proven history of converting multi-source data into clear, actionable reporting and health metrics.

• Demonstrated ability to coordinate logistics and manage calendars across multiple concurrent initiatives — including workshops, marketing events, and quarterly reporting cycles — while maintaining attention to detail and momentum.

• Exceptional interpersonal skills; comfortable leading working sessions with field-facing teams (AEs, CSMs) and engaging external stakeholders such as customers and SI partners.

• Highly organized, self-motivated, and adept at managing competing priorities in a fast-paced, global operating environment.

• Practical experience with the Salesforce platform, CRM Analytics / Tableau CRM, and Salesforce Reports & Dashboards is essential.

🏝️ Benefits

• Time off programs

• Medical

• Dental

• Vision

• Mental health support

• Paid parental leave

• Life and disability insurance

• 401(k)

• Employee stock purchasing program