Senior Manager/Director, Assessment & Insights Operations

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

📋 Description

• Oversee the complete execution of the quarterly assessment process for the global portfolio.

• Perform outreach to AEs and CSMs and facilitate assessment interviews utilizing the 10-dimension scoring rubric.

• Gather account data from CRM systems, support platforms, and input from stakeholders.

• Assess and score accounts consistently according to the established assessment framework.

• Handle logistics for quarterly assessments, including scheduling, interview tracking, and addressing any blockers.

• Organize and centralize data related to portfolio health.

• Develop and maintain the Global Portfolio Health Dashboard within CRM Analytics / Tableau CRM.

• Create quarterly portfolio health reports and individual account risk scorecards.

• Communicate findings to internal teams, customers, and SI partners.

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

• Manage the market insights and events calendar alongside the Program Manager.

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

• Provide support to the AI Architect with data feed inputs and documentation for the assessment agent build.

• Ensure the accuracy of portfolio health data to aid in prioritization and resource allocation.

• Contribute to the enhancement of the overall Account Health Score and early identification of risks.

⛳️ Requirements

• 5–8+ years of experience in Business Operations, Customer Success Operations, Program Coordination, or a related field.

• Experience, preferably in the Enterprise Cloud or Life Sciences technology sectors.

• Proven track record of executing structured data collection or assessment processes for large, complex account portfolios.

• Strong analytical abilities and the capacity to convert multi-source data into actionable reports and health metrics.

• Competence in coordinating logistics and managing calendars for concurrent workshops, marketing events, and reporting cycles.

• Exceptional interpersonal skills for collaboration with AEs, CSMs, customers, and SI partners.

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

• Practical knowledge of Salesforce, CRM Analytics / Tableau CRM, and Salesforce Reports & Dashboards is required.

• Proficient in Salesforce reporting and analytics tools.

• Experience with structured evaluation frameworks and assessment methodologies.

• Skilled in collecting and centralizing data from CRM systems, support platforms, and stakeholder contributions.

• Experience in preparing portfolio health reports, account risk scorecards, and executive-level materials.

• Familiarity with managing multi-track content and events calendars.

• Awareness of AI-assisted productivity tools such as Agentforce, Slack AI, Einstein Copilot, Gemini, or similar.

• Willingness to assist with agentic technology builds and maintain documentation for AI assessment tools.

• Proficient in project management tools such as JIRA, Smartsheet, Asana, or similar.

• Proficient in Google Slides, PowerPoint, and Google Docs/Quip.

• Previous internal Salesforce experience or background is a valuable asset.

🏝️ Benefits

• Time off programs.

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Mental health support.

• Paid parental leave.

• Life insurance.

• Disability insurance.

• 401(k).

• Employee stock purchasing program.

• AI agents to enhance impact.

• Reasonable accommodation during the application or recruiting process.