Note: The job is a remote job and is open to candidates in USA. Salesforce is an AI CRM company focused on helping organizations drive customer success through AI and innovation. The Life Sciences Portfolio Insights Analyst supports the Global Life Sciences Acceleration Hub by transforming portfolio data, assessment outputs, and cross-functional inputs into actionable insights for leadership and account teams. The role manages dashboard support, data source discovery, reporting, content distribution, assessment agent operations, and cross-functional process improvement.
Responsibilities
- Manage the feedback intake process for the Life Science Acceleration Hub dashboard, collecting and organizing input from key cross-functional stakeholders
- Partner with the Assessment Insights & Operations Manager to assess, prioritize, and maintain the dashboard enhancement backlog and support development release cycles
- Support the collection, validation, and organization of data inputs required to maintain and enhance dashboard insights
- Identify gaps in available data and work with stakeholders to determine potential sources or solutions
- Help ensure dashboard outputs remain relevant, actionable, and aligned to stakeholder needs
- Research and identify additional internal data sources that could enrich portfolio assessments and scoring, including CRM fields, support case data, adoption and usage data, and other Salesforce platforms and systems
- Evaluate potential data sources for relevance, accessibility, quality, and potential value to the Acceleration Hub
- Coordinate with IT, systems, and data owners to request and establish appropriate access and permissions
- Maintain documentation of identified data sources, ownership, access requirements, and intended use
- Support ongoing efforts to improve the breadth, quality, and reliability of data available for portfolio insights
- Build and maintain standardized slide and reporting templates for portfolio insights readouts, leadership updates, and recurring communications
- Populate reports and presentations using data and insights generated through the Acceleration Hub dashboard and related sources
- Support the development of weekly red-account reporting by consolidating information from the red-account dashboard, program health assessments, and other relevant data sources
- Identify trends, gaps, and notable changes in portfolio data to support insights and leadership discussions
- Ensure recurring reports are accurate, timely, consistent, and actionable
- Develop and maintain a content calendar for distributing portfolio insights across key communication channels, including Slack, email, newsletters, live events, meetings, and dashboard integrations
- Coordinate with stakeholders to ensure insights and relevant portfolio intelligence reach the appropriate audiences at the right time
- Gather, organize, and maintain source materials supporting case studies, success stories, and examples of portfolio impact
- Partner with the Assessment Insights & Operations Manager to identify opportunities to translate data and assessment outputs into compelling stories and actionable communications
- Support consistent messaging and distribution of insights across the Life Science Acceleration Hub ecosystem
- Organize, structure, and label data feed inputs used by the Health Assessment agent
- Support the ongoing preparation, validation, and organization of inputs required for assessment agent testing and release cycles
- Partner with the GDC team to maintain documentation for the assessment agent, including data inputs, processes, and testing requirements
- Coordinate preparation of materials and inputs needed to support agent testing, validation, and releases
- Identify data or documentation gaps that could affect assessment quality or agent performance and escalate them to the appropriate stakeholders
- Build strong working relationships across the Global Life Sciences Acceleration Hub, Assessment Insights & Operations, GDC, IT, systems owners, and other cross-functional teams
- Proactively identify operational gaps, dependencies, and opportunities to improve the portfolio insights process
- Maintain clear documentation, processes, and operating rhythms across assigned work streams
- Manage multiple priorities and deadlines while maintaining attention to data quality and stakeholder needs
- Support continuous improvement of the Acceleration Hub's portfolio intelligence capabilities
Skills
- Experience in analytics, business operations, portfolio management, program support, data analysis, or a related field
- Experience working with multiple data sources and translating data into reports, insights, or actionable recommendations
- Strong analytical, organizational, and problem-solving skills
- Demonstrated ability to manage multiple workstreams and coordinate across diverse stakeholder groups
- Strong written and verbal communication skills, with the ability to translate complex information into clear and concise outputs
- Experience creating executive-ready presentations, reports, dashboards, or other business communications
- Strong attention to detail and commitment to data accuracy
- Ability to work effectively in a highly collaborative, globally distributed environment
- Experience within Professional Services, Life Sciences, healthcare, or a related industry
- Experience with Salesforce CRM, reporting, analytics, or other Salesforce platforms
- Familiarity with dashboarding, data visualization, or business intelligence tools
- Experience supporting AI, automation, agentic capabilities, or data-driven assessment solutions
- Experience working with globally distributed technology or delivery teams
- Experience coordinating data access, system dependencies, or technology enablement activities
Benefits
- Job shadowing, mentorship programs, and talent development courses.
- Remote home-based work arrangement.
- 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.
Company Overview
Company H1B Sponsorship