Assessment & Insights Operations Director

Role Description

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 (A&A) division. This role is the primary data collection and synthesis engine of the team, executing the end-to-end quarterly assessment process and translating raw account data into the portfolio intelligence that drives strategic intervention across the AFLS ecosystem.

• 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 execution 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.
• Prepare quarterly portfolio health reports and individual account risk scorecards; participate in sharing findings with internal teams, customers, and SI partners.
• Support the preparation of case studies and content for customer workshops and marketing events.
• Manage the market insights and events calendar in partnership with the Program Manager — including case study deadlines, marketing event submissions, customer workshop scheduling, and thought leadership deliverables.
• Coordinate logistics for customer workshops and partner events: invitations, agendas, and follow-up tracking.
• Support the AI Architect in organizing data feed inputs and maintaining documentation for the assessment agent build.

Qualifications

• 5–8+ years of experience in Business Operations, Customer Success Operations, Program Coordination, or a related field — preferably within the Enterprise Cloud or Life Sciences technology space.
• Demonstrated 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 — without losing detail or momentum.
• Excellent interpersonal skills; comfortable conducting working sessions with field-facing teams (AEs, CSMs) and engaging external stakeholders including customers and SI partners.
• Highly organized, self-directed, and capable of managing competing priorities in a fast-moving, global operating environment.
• Hands-on familiarity with the Salesforce platform, CRM Analytics / Tableau CRM, and Salesforce Reports & Dashboards is required.
• Internal Salesforce experience or background is a strong plus.

Requirements

• Proven ability to manage end-to-end assessment or data collection cycles across large, distributed account portfolios — including outreach, scheduling, interview execution, and data synthesis.
• Experience applying structured evaluation frameworks and assessment methodologies consistently across large, diverse portfolios.
• Hands-on proficiency with Salesforce reporting and analytics tools including CRM Analytics, Tableau CRM, and Salesforce Reports & Dashboards.
• Strong ability to collect, organize, and centralize data from multiple sources into coherent, decision-ready datasets.
• Skilled at conducting structured working sessions with field teams to gather account-level inputs.
• Comfortable preparing and presenting portfolio health reports, account risk scorecards, and executive-ready materials.
• Experienced in managing multi-track calendars and coordinating end-to-end logistics for customer workshops and partner events.
• Comfortable operating in a dynamic, fast-moving environment and able to adapt processes as the assessment program scales.
• Willingness to support agentic technology builds — including organizing structured data feed inputs.

Benefits

• Time off programs
• Medical, dental, vision, and mental health support
• Paid parental leave
• Life and disability insurance
• 401(k) plan
• Employee stock purchasing program