Location
London

Hours
Full Time

Salary
Negotiable

About the Role
Salesforce, the #1 AI CRM, is seeking a detail-oriented and analytically minded operations professional to join the Global Life Sciences Activation & Adoption division as the Assessment Insights & Operations Manager. In this role, you will be the core operational driver of the portfolio intelligence team, responsible for executing the end-to-end quarterly assessment process and translating raw account data into actionable insights that drive strategic customer success. You will ensure every account in the global portfolio is evaluated, scored, and tracked with precision. Partnering with field teams, managing data systems, and maintaining the Global Portfolio Health Dashboard, you will connect operational data to insights that guide leadership strategy.

Your key responsibilities include executing the quarterly account assessment process, partnering with Account Executives and Customer Success Managers to conduct assessment interviews, collecting and evaluating account data from CRM systems and stakeholder inputs, managing logistics of assessment cycles, building and maintaining dashboards using CRM Analytics/Tableau CRM, producing portfolio health reports and risk scorecards, coordinating customer workshops and partner events, managing a calendar of market insights and events, and supporting data architecture and technical teams with AI-powered assessment tools.

Experience
5+ years in Business Operations, Customer Success Operations, Program Management, or related fields. Proven 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, including CRM Analytics (formerly Einstein Analytics), Tableau CRM, and standard Salesforce dashboards. Strong analytical skills with a track record of synthesizing multi-source data into clear, actionable reporting and executive-ready presentations. Demonstrated ability to coordinate complex logistics and manage calendars across concurrent workstreams.

About you
Excellent communication and stakeholder engagement skills, capable of conducting structured working sessions with field-facing teams and external partners. Detail-oriented, proactive, and able to maintain operational momentum in a fast-paced environment.

Qualifications
Bachelor's degree or equivalent practical experience.

Even Better If
Experience within Enterprise Cloud, SaaS, or Life Sciences technology sectors. Prior experience working directly within a Salesforce software ecosystem. Familiarity with AI-assisted productivity tools such as Agentforce, Slack AI, Einstein Copilot, or Gemini. Proficiency with program and project management tools like Jira, Smartsheet, or Asana.