As a Senior Workforce Management Analyst, you will be responsible creating long- and short-term forecasts for multiple business lines to ensure KPI’s can be met . The position will focus on moving beyond basic reporting. You will build and maintain dynamic dashboards that visualize key metrics such as Erlang-based staffing requirements, Cost Per Contact, and Net Staffing. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
For External Candidates:
Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE or Lehi, UT.
- Implement continuous improvements in the forecasting process
- Closely collaborate with operational teams to understand back-office processes in order to forecast future workload volumes
- Analyze and understand call volume drivers and trends
- Provide variance analysis of several key metrics (various forecasts vs each other and vs. actuals)
- Proactively determine risk and opportunities through scenario analysis
- Identify trends in Average Handle Time (AHT) and occupancy to recommend process improvements that reduce "waste" without sacrificing agent morale or client satisfaction
- Develop a short, mid and long-term forecast based on our service delivery strategy using statistical modeling
- Proactively communicate upcoming impacts to staffing models
- Perform other duties and assignments as directed
- Has proficiency with administration of WFM software (Playvox, Calabrio, NICE or similar software)
- Has Salesforce proficiency and Power BI, or a similar visualization tool, proficiency strongly preferred
- Effectively communicates with multiple levels of management
- Has advanced analytical skills
- Has the ability to perform deep dive analysis of KPI trends
- Has proficiency with contact delivery solutions (Cisco, GLIA or similar system)
- Thinks strategically
- Fosters a culture of learning and growth
- Has a minimum of a high school diploma or equivalent
- Has a minimum 5 years of WFM experience, with at least 1–2 years in a lead or senior capacity
- Owns and manages relationships with stakeholders directly and works effectively with people at all levels in an organization
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Salary Range:
$63,899.00 - $95,151.00The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.
About Us
At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNA—we innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.
Top Skills
What We Do
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success. Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth. Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses • • • Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law. Our Social Media Disclosure: https://bit.ly/3oTnWu7
