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Workforce Analyst

Beyond Finance

Role brief

About The Role

We are seeking a highly motivated Workforce Management (WFM) Analyst to join our team and play a key role in driving successful implementation and adoption of the CalabrioOne WFO Platform to meet the specific needs of our Sales function. You will play a pivotal role in transforming our WFM Sales operations through the strategic implementation of CalabrioOne. If you are a data-driven problem solver with a passion for process optimization and a deep understanding of CalabrioOne, we encourage you to apply!

What You’ll Do:

  • Possess in-depth knowledge of CalabrioOne WFO functionalities, including forecasting, scheduling, adherence, reporting, and analytics.
  • Analyze and document existing WFM sales processes, identifying limitations and inefficiencies. Leverage CalabrioOne's capabilities to re-engineer workflows and drive significant improvements.
  • Utilize CalabrioOne's reporting tools to generate insightful reports that track key metrics and identify opportunities for further optimization.
  • Be a passionate advocate for change, effectively communicating the benefits of CalabrioOne to WFM Sales personnel and fostering user adoption.
  • Prepares, updates, and builds reports to present staffing and scheduling views to the Operations team and business leaders
  • Assists partners by providing value-added agent performance detail, such as AHT, shrinkage, and adherence trends
  • Meets with business to discuss ways to ensure best-fit staffing on a long-term and short-term basis
  • Analyzes and collects historical trend data to determine future performance for various forecasting assumptions (volume, AHT, shrinkage, occupancy, etc.)
  • Loads and updates monthly/weekly/daily/interval-level forecasts into WFM system
  • Generates staffing requirements based on forecast projections
  • Reviews and approves time off requests
  • Builds schedules (new hire and shift bid) that align with business needs, and analyzes existing schedules to determine opportunities for adjustments
  • Programs schedule activities in WFM/WFO system, and adjusts schedules ad-hoc based on expected over/under-staffing and real-time events; makes recommendations and partners with operations on opportune times to schedule agent and contact center event.

Job Requirements and Qualifications:

  • Minimum 2+ years of experience as a Workforce Management Analyst or similar role.
  • Proven experience with CalabrioOne WFO Platform, including configuration, customization and reporting required.
  • Strong analytical and problem-solving skills with the ability to identify and implement process improvements.
  • Strong understanding of contact center operations, forecasting, scheduling, and adherence concepts.
  • Excellent communication and interpersonal skills, with the ability to influence and motivate others.
  • Experience developing and delivering training materials.
  • 3+ years in a contact center environment (required)
  • 2+ years in a Workforce Management (WFM) specialty role and hands-on experience with Calabrio is required Community WFM and WFO systems (preferred) or alternatives (Aspect eWFM, NICE IEX, impact360)
  • Proficiency with Microsoft Excel to include making charts, data manipulation, and pivot tables
  • Organizes workday proactively with little oversight
  • Communicates effectively and confidently, offering clear and concise explanations to business partners
  • Investigates and problem-solves in advance, with equal focus on current concerns as well as foresight into future issues that may arise
  • Proven effectiveness in decision-making and consultative analysis