Salesforce

4 weeks ago

Assessment & Insights Operations Director

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 1 hour agoStatus: Live

Job Summary

Lead the end-to-end quarterly assessment cycle for Salesforce’s Global Life Sciences Activation & Adoption portfolio, turning multi-source data into actionable insights. Own data collection, scoring against a 10-dimension rubric, and the Global Portfolio Health Dashboard. Coordinate AE/CSM interviews, drive cross-functional collaboration, and produce reports for leadership, customers, and SI partners.

Location: Indianapolis, Atlanta

Workplace: Remote

Employment Type: Full time

Job Function: Business Operations

Seniority: Director level

Key Responsibilities

•Execute the quarterly assessment process end-to-end, serving as the primary data collection and synthesis layer for the global portfolio.
•Conduct AE and CSM outreach; lead assessment interviews across the global account portfolio to gather structured inputs aligned to the 10-dimension scoring rubric.
•Collect account data from CRM, support systems, and stakeholder inputs; evaluate and score accounts consistently against the established assessment framework.
•Manage the operational logistics of each quarterly assessment wave — including scheduling, tracking interview completion, and escalating non-responsive accounts and blockers to the Portfolio Strategy & Intelligence Lead.
•Organize and centralize data feeds for portfolio health; build and maintain the Global Portfolio Health Dashboard in CRM Analytics / Tableau CRM.

Pay and Benefits

Perks:401kEquityHealth InsuranceDentalVision

Key Requirements

•5–8+ years of experience in Business Operations, Customer Success Operations, Program Coordination, or related field, preferably in Enterprise Cloud or Life Sciences technology.
•Proven experience executing structured data collection or assessment processes across large, complex account portfolios.
•Strong analytical skills with a track record of translating multi-source data into clear, actionable reporting and health metrics.
•Proven ability to coordinate logistics and manage calendars across multiple concurrent initiatives (workshops, marketing events, quarterly reporting cycles).
•Excellent interpersonal skills; highly organized, self-directed, and able to manage competing priorities in a fast-moving, global environment.

Experience:5-8 yearsEnterprise cloudLife sciencesAi

Skills:CommunicationProblem-solvingStakeholder engagementData analysisProject coordination

Tech Stack:SalesforceCRM AnalyticsTableau CRMSalesforce Reports & DashboardsJiraSmartsheetAsanaGoogle SlidesPowerPointGoogle Docs/Quip

Company Brief

Salesforce

Provides a leading cloud-based customer relationship management (CRM) platform with sales, service, marketing, analytics, and integration tools that empower businesses to manage customer relationships and digital transformation at scale.

Industry: SaaS

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: San Francisco, United States

Founded: 1999

Glassdoor: 4.1

Website LinkedIn Glassdoor

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Salesforce

4 weeks ago

Assessment & Insights Operations Director

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 1 hour agoStatus: Live

Job Summary

Location: Indianapolis, Atlanta

Workplace: Remote

Employment Type: Full time

Job Function: Business Operations

Seniority: Director level

Key Responsibilities

•Execute the quarterly assessment process end-to-end, serving as the primary data collection and synthesis layer for the global portfolio.
•Conduct AE and CSM outreach; lead assessment interviews across the global account portfolio to gather structured inputs aligned to the 10-dimension scoring rubric.
•Collect account data from CRM, support systems, and stakeholder inputs; evaluate and score accounts consistently against the established assessment framework.
•Manage the operational logistics of each quarterly assessment wave — including scheduling, tracking interview completion, and escalating non-responsive accounts and blockers to the Portfolio Strategy & Intelligence Lead.
•Organize and centralize data feeds for portfolio health; build and maintain the Global Portfolio Health Dashboard in CRM Analytics / Tableau CRM.

Pay and Benefits

Perks:401kEquityHealth InsuranceDentalVision

Key Requirements

•5–8+ years of experience in Business Operations, Customer Success Operations, Program Coordination, or related field, preferably in Enterprise Cloud or Life Sciences technology.
•Proven experience executing structured data collection or assessment processes across large, complex account portfolios.
•Strong analytical skills with a track record of translating multi-source data into clear, actionable reporting and health metrics.
•Proven ability to coordinate logistics and manage calendars across multiple concurrent initiatives (workshops, marketing events, quarterly reporting cycles).
•Excellent interpersonal skills; highly organized, self-directed, and able to manage competing priorities in a fast-moving, global environment.

Experience:5-8 yearsEnterprise cloudLife sciencesAi

Skills:CommunicationProblem-solvingStakeholder engagementData analysisProject coordination

Tech Stack:SalesforceCRM AnalyticsTableau CRMSalesforce Reports & DashboardsJiraSmartsheetAsanaGoogle SlidesPowerPointGoogle Docs/Quip

Company Brief

Salesforce

Industry: SaaS

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: San Francisco, United States

Founded: 1999

Glassdoor: 4.1

Website LinkedIn Glassdoor