Location
London

Hours
Full Time

Salary
Negotiable

About the Role
Salesforce is the #1 AI CRM, where ambition meets action and innovation is a way of life. 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. You will ensure every account in the global portfolio is evaluated, scored, and tracked with precision. By partnering with field teams, managing data systems, and maintaining our Global Portfolio Health Dashboard, you will serve as the critical link connecting operational data to insights that guide leadership strategy.

Responsibilities
Execute the quarterly account assessment process end-to-end, acting as the primary data collection and synthesis lead for the global portfolio. Partner with Account Executives and Customer Success Managers 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 operational logistics of quarterly assessment cycles including scheduling, interview tracking, and proactive escalation of execution blockers. Build 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 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.

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, specifically 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. Proven ability to coordinate complex logistics and manage calendars across concurrent workstreams without losing operational momentum. Excellent communication and stakeholder engagement skills, capable of conducting structured working sessions with field-facing teams and external partners.

About you
Detail-oriented, analytical, and highly organized. Comfortable working in a fast-paced, innovative environment. Passionate about leveraging AI and data to drive business success. Collaborative team player with strong interpersonal skills and the ability to engage diverse stakeholders effectively.

Qualifications
Bachelor’s degree or equivalent practical experience. Preferred experience in 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.