Job Description:
Position Summary
Client-facing WFM leader accountable for forecasting, capacity planning, scheduling, real-time management, reporting, and workforce governance across complex operations. Partners with Service Delivery, Finance, HR, Talent Acquisition, and clients to convert demand forecasts into hiring plans, staffing models, and scalable workforce strategies. Builds a high-performing, data-driven WFM function that improves forecast accuracy, schedule effectiveness, operational efficiency, and client confidence.
Key WFM Skills Summary
- Client-facing insights, executive communication, escalation management, and stakeholder partnership
- Forecasting, capacity planning, staffing models, and headcount strategy
- Schedule optimization, real-time management, queue monitoring, and SLA performance
- WFM reporting, forecast accuracy, adherence, occupancy, utilization, shrinkage, and attrition analytics
- WFM tools, dashboard automation, governance, process standardization, and team leadership
Primary Responsibilities
- Lead workforce forecasting, capacity planning, and headcount strategy
- Serve as escalation point for workforce-related risks, issues, and client-impacting challenges.
- Develop short- and long-term volume forecasts using trends, business inputs, and predictive models.
- Translate forecasts into hiring plans, staffing models, and capacity recommendations.
- Partner with HR and Talent Acquisition on ramp plans, site expansions, onboarding, and workforce readiness.
- Manage planning assumptions for shrinkage, attrition, leave, training, absenteeism, and ramp productivity.
- Monitor queues, staffing, adherence, and service performance; drive intraday actions as needed.
- Provide scenario modeling and recommendations to support service levels, budget, and resource optimization.
- Refresh workforce plans using current performance data, client demand signals, and business inputs.
- Own scheduling, real-time management, and operational performance
- Optimize schedules to meet SLAs, occupancy, utilization, productivity, and client service targets.
- Allocate resources across shifts, queues, workstreams, and locations, including 24/7 operations where applicable. WFM reporting, tools, governance, and continuous improvement
- Own WFM reporting for service levels, occupancy, utilization, forecast accuracy, adherence, attrition, shrinkage, and productivity.
- Deliver insights that improve efficiency, cost management, workforce utilization, and client outcomes.
- Ensure accurate workforce data across WFM tools, dashboards, and operational systems.
- Optimize WFM tools, automation, governance, scheduling standards, and reporting processes.
Qualifications
- Strong client-facing presence; able to present WFM insights, tradeoffs, and recommendations.
- Experience leading WFM functions across forecasting, capacity planning, scheduling, real-time management, reporting, and governance.
- Ability to convert forecasts and operational assumptions into staffing models and capacity plans.
- Skilled in WFM tools, scheduling platforms, dashboards, productivity metrics, and performance routines.
- Able to identify workforce risks, assess client impact, and drive timely mitigation.
- 6–8+ years in WFM, operations planning, capacity management, analytics, or client facing delivery leadership.
- Experience with 24/7 operations, multi-site planning, new site launches, ramp plans, or regulated service environments.
- Proficient in Excel, Power BI, Tableau, Domo, SQL, or similar tools for reporting, dashboards, and workforce insights.
Recruitment Scam Alerts
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Skills Required
- Strong client-facing presence with the ability to present workforce management insights, tradeoffs, and recommendations
- Experience leading workforce management functions across forecasting, capacity planning, scheduling, real-time management, reporting, and governance
- Ability to convert forecasts and operational assumptions into staffing models and capacity plans
- Experience with workforce management tools, scheduling platforms, dashboards, productivity metrics, and performance routines
- Ability to identify workforce risks, assess client impact, and drive timely mitigation
- 6–8+ years of experience in workforce management, operations planning, capacity management, analytics, or client-facing delivery leadership
- Experience with 24/7 operations, multi-site planning, new site launches, ramp plans, or regulated service environments
- Proficiency in Excel, Power BI, Tableau, Domo, SQL, or similar tools for reporting, dashboards, and workforce insights
AML RightSource Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about AML RightSource and has not been reviewed or approved by AML RightSource.
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Flexible Benefits — Flexible scheduling and remote/hybrid arrangements are positioned as meaningful non-cash value that helps offset lower base pay for some roles.
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Parental & Family Support — Parental leave for both parents is described as a notable benefit that can be especially valuable for employees starting or growing families.
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Inclusive Benefits Coverage — A broad baseline menu is described as available, including medical, dental, vision, life insurance, short/long-term disability, and voluntary coverages, alongside a 401(k).
AML RightSource Insights
What We Do
AML RightSource is the leading firm solely focused on Anti-Money Laundering (AML)/Bank Secrecy Act (BSA) and financial crimes compliance solutions. AML RightSource provides highly-trained AML/BSA professionals to assist banks and non-bank financial institutions to meet day-to-day compliance tasks. Services include transaction monitoring, alert backlog management, enhanced due diligence reviews, fraud, and financial crimes advisory matters. Our highly trained workforce of analysts and subject matter experts includes the industry’s largest team of full time professionals. We typically provide our services directly from our secure facilities in Ohio, Arizona, New York, and Ontario. AML/BSA staff augmentation services can be provided on site per request.
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