Resource Planning Scheduling & Forecasting Manager

Reposted Yesterday
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Franklin, WI
Hybrid
77K-142K Annually
Senior level
Fintech • Insurance • Financial Services
Start-Up Vibes with The Stability of a Fortune 100 Company.
The Role
Manage workforce planning, staffing strategies, and operational efficiency. Oversee scheduling, policy improvements, and team management while evaluating workflows and implementing changes for better service delivery.
Summary Generated by Built In
Summary:
Develops, coordinates and manages the execution for Workforce development plans, strategy, and projects that support the operational areas of the company. The manager works with the Operations leadership teams, vendors and internal partners to ensure the delivery of staffing plans and service level results. Responsible for a team who develops forecasts and schedules that optimizes staffing resources and reallocates staff based on workload and oversight of the intra-day service levels across enterprise operations. Partners with operational leadership to make recommendations and provide guidance on implementation of changes as a result.
Characterized by proactively identifying, recommending, and implementing changes to policies and procedures to improve effectiveness and efficiency of the business unit. May assist in the strategic direction and implementation of the business unit.
Primary Duties & Responsibilities:
  • Oversee the workforce planning process for operational business areas. This includes long term staffing and hiring plans, monthly, weekly, daily and interval forecasts, and the creation of efficient agent schedules.
  • Works closely with technical team lead to ensure workforce plans are meeting the needs of our business partners.
  • Lead all aspects of the day-to-day operations of the area including developing, recommending and implementing new policies and procedures, ensuring goal attainment, and following applicable laws and regulations.
  • Proactively evaluates current workflow to develop and implement policy/procedure changes and/or service improvements as a means of continually seeking opportunities to increase work efficiencies.
  • Responsible for all people management activities including the direct management of other employees. Directing, monitoring and evaluating day to day work flow/quality; assessing and maintaining performance standards and measures, hiring and retention of staff and employee discipline.
  • Proactively leads efforts to manage cultural and process/procedural change across the department.
  • Accountable for managing financial resources to include planning/budgeting.
  • Assists senior management in the development of area's annual operational plan.
  • Responsible for maximum operational efficiency through establishing, advising and coordinating the team's service activities, analysis of customer happiness and identifying changing service demands.
  • Primarily focused on the execution of operational plan over the next year.
  • Independently leads complex business area projects/support assignments with decision making authority and/or participates in cross-departmental projects.
  • Recommends continuous improvements by identifying technical and service gaps, independently seeks and implements solutions.
  • Problems and issues have a variety of interpretations and require careful evaluation and reference to many varied options impacting both the customer, financial representative and the business. Assignments require reviewing diverse procedures and choosing from among many options where clear alternatives do not exist.
  • May be sought out for their input and the ability to contribute to direction setting at a departmental level. Removes obstacles from group members to solving problems. Considers the long term effect of solutions to include risk analysis.

Qualifications:
  • Bachelor's degree in business or related field or an equivalent combination of education and progressively responsible work experience.
  • Minimum of five years related experience preferably in workforce management operations in a call center or blended operations environment.
  • Proven leadership skills, working with diverse teams in an operational environment where effective supervision and mentor were demonstrated. Typically this experience is gained by having 2 or more years of people management experience.
  • Analytical ability, judgment and decision making.
  • Good management, human relations and interpersonal skills to manage a group of people.
  • Experience with process improvement and workflow. Advocate for Continuous Learning Improvement efforts.
  • Good project management experience to include operational management and policies and procedures development.
  • Excellent written and verbal communication skills and organizational skills.
  • Advanced Excel skills and experience in advanced formulas, array formulas, circular references, tables formatting, condition formatting, advanced charting, pivot tables reporting.
  • Experience with WFM software, preferably Verint.
  • Experience with Automatic Call Distribution (ACD) and routing systems.

#LI-REMOTE
Compensation Range:
Pay Range - Start:
$76,650.00
Pay Range - End:
$142,350.00
Geographic Specific Pay Structure:
195 - Structure 110: 84,350.00 USD - 156,650.00 USD
195 - Structure 115: 88,130.00 USD - 163,670.00 USD
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
FIND YOUR FUTURE
We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.
  • Flexible work schedules
  • Concierge service
  • Comprehensive benefits
  • Employee resource groups

Top Skills

Automatic Call Distribution
Excel
Routing Systems
Verint
Wfm Software

What the Team is Saying

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The Company
HQ: Milwaukee, WI
8,400 Employees
Year Founded: 1857

What We Do

You’ll Like It Here

At Northwestern Mutual, we believe that our lives and our work matter. And that doing what’s right is good for everyone. We follow through by designing tech that improves the community and cultivating creative ways to make finance accessible anywhere. These guiding principles have allowed our company to grow for more than 160 years.

Here, you’ll be with a team who emphasizes integrity and prioritizes security to design experiences that better everyone. You’ll work in cross functional teams to create optimal solutions that are rooted in innovative strategy and thoughtful execution. And you’re provided development tools and opportunities to become a leader all with the support of a collaborative team. You’ll be surrounded in a culture that values innovation and works to always evolve to stay ahead of trends and client needs.

We are intentional in seeking out team members who will challenge us. Our employees choose us for the career opportunities, commitment to philanthropy and desire to have a meaningful impact in the lives of our clients. You have career passions and goals. We have ambition and opportunity for you to grow your future in tech. Discover today: https://careers.northwesternmutual.com/

Why Work With Us

We invest in our people. We know careers are about choices, so we provide intentional opportunity. Here you can build creative ways to make finance accessible anywhere and revolutionize traditional processes. As a mutual company, our focus is our people — whether professional development or investments in the community. 

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About our Teams

Northwestern Mutual Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

We offer a flexible, hybrid approach for our employees . Teams are in the office a few days a week and work from home the others.

Typical time on-site: Flexible
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HQMilwaukee, WI
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