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Workforce Analyst | Workforce Management

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Full-time
Anywhere
analyst
workforce management
forecasting
excel
scheduling
Apply for this position

About the Role

As a Customer Operations Workforce Analyst, you will play a critical role in driving operational efficiency and customer satisfaction by forecasting workforce needs, managing real-time staffing, and optimizing scheduling. Your expertise in data analysis and workforce management tools will directly influence the effectiveness and responsiveness of our customer operations team.

This is a Globally Remote position - candidates across the world are welcome!

Day-to-Day Responsibilities

  • Develop accurate forecasts to align staffing with anticipated customer service demands.

  • Analyze historical and real-time data to adjust staffing levels proactively.

  • Create and manage employee schedules, factoring in absences, training, breaks, and leave.

  • Monitor real-time performance and staffing, making adjustments to maintain service levels.

  • Generate regular reports highlighting adherence, productivity, occupancy, and other key performance indicators.

  • Provide insights and recommendations to improve workforce efficiency and customer satisfaction.

  • Collaborate closely with operations managers to resolve workforce challenges swiftly.

  • Serve as the primary contact for workforce management inquiries and issues.

Profile Must Haves

  • 3+ years of experience working in a contact center environment.

  • 2+ years of direct experience in a Workforce Management role.

  • Exceptional mathematical skills with proven comfort in navigating complex and messy data.

  • High proficiency in Excel and Google Sheets, with experience creating reports and automations.

  • Outstanding attention to detail, ensuring accuracy and completeness in all tasks.

  • Strong expertise in forecasting, understanding deviations, and applying best practices for managing workforce operations.

  • Advanced problem-solving skills, proactively gathering relevant data, performing root cause analysis, and making well-informed, strategic decisions

Preferred Role Experience: 

  • Workforce Analyst

  • Forecaster

  • Capacity Planner Roles

Your First 3 Weeks:

  • Familiarize yourself with current workforce management systems and processes.

  • Build relationships with team members and stakeholders across customer operations.

  • Conduct an initial review of historical workforce data and current staffing strategies.

  • Identify quick wins or immediate improvements in scheduling or forecasting methods.

  • Begin providing preliminary insights and recommendations to improve operational efficiency.

System Requirements

  • Minimum 15Mbps internet connection

  • Minimum i5 processor or equivalent

  • Minimum 12GB Ram

  • Quiet working environment

  • Steady power and internet connection

Apply for this position
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About the job

Full-time
Anywhere
243 Applicants
Posted 2 weeks ago
analyst
workforce management
forecasting
excel
scheduling

Apply for this position

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Workforce Analyst | Workforce Management

Clipboard Health

About the Role

As a Customer Operations Workforce Analyst, you will play a critical role in driving operational efficiency and customer satisfaction by forecasting workforce needs, managing real-time staffing, and optimizing scheduling. Your expertise in data analysis and workforce management tools will directly influence the effectiveness and responsiveness of our customer operations team.

This is a Globally Remote position - candidates across the world are welcome!

Day-to-Day Responsibilities

  • Develop accurate forecasts to align staffing with anticipated customer service demands.

  • Analyze historical and real-time data to adjust staffing levels proactively.

  • Create and manage employee schedules, factoring in absences, training, breaks, and leave.

  • Monitor real-time performance and staffing, making adjustments to maintain service levels.

  • Generate regular reports highlighting adherence, productivity, occupancy, and other key performance indicators.

  • Provide insights and recommendations to improve workforce efficiency and customer satisfaction.

  • Collaborate closely with operations managers to resolve workforce challenges swiftly.

  • Serve as the primary contact for workforce management inquiries and issues.

Profile Must Haves

  • 3+ years of experience working in a contact center environment.

  • 2+ years of direct experience in a Workforce Management role.

  • Exceptional mathematical skills with proven comfort in navigating complex and messy data.

  • High proficiency in Excel and Google Sheets, with experience creating reports and automations.

  • Outstanding attention to detail, ensuring accuracy and completeness in all tasks.

  • Strong expertise in forecasting, understanding deviations, and applying best practices for managing workforce operations.

  • Advanced problem-solving skills, proactively gathering relevant data, performing root cause analysis, and making well-informed, strategic decisions

Preferred Role Experience: 

  • Workforce Analyst

  • Forecaster

  • Capacity Planner Roles

Your First 3 Weeks:

  • Familiarize yourself with current workforce management systems and processes.

  • Build relationships with team members and stakeholders across customer operations.

  • Conduct an initial review of historical workforce data and current staffing strategies.

  • Identify quick wins or immediate improvements in scheduling or forecasting methods.

  • Begin providing preliminary insights and recommendations to improve operational efficiency.

System Requirements

  • Minimum 15Mbps internet connection

  • Minimum i5 processor or equivalent

  • Minimum 12GB Ram

  • Quiet working environment

  • Steady power and internet connection

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