Workforce Planner

Posted 2 Days Ago
Be an Early Applicant
Sydney, New South Wales, AUS
In-Office
Mid level
Fintech • Payments • Financial Services
The Role
Manage workforce forecasting, scheduling, rosters, capacity planning, and real-time performance across voice, chat, messaging, email, and case-management channels. Analyze operational data to identify risks, improve service levels, and support workforce decisions. Maintain workforce planning technology, improve system functionality and reporting accuracy, and collaborate with Client Services leaders and Technology teams to improve operational efficiency.
Summary Generated by Built In

If you also believe that everyone should be able to achieve their financial potential, then you'll love contributing to CMC Markets' company vision of providing the ultimate trading experience. Seize the opportunity to progress your career in the fintech industry by joining a global leader in CFD trading and share investing. Grow yourself personally and professionally with a company that's growing with you, through global expansion and product offering.


We're looking for an experienced and analytical Workforce Planner to join our Client Services team and play an important role in shaping how we deliver exceptional customer experiences. You'll take ownership of workforce forecasting, scheduling and real-time performance across multiple service channels, ensuring our people are supported and our clients receive timely, high-quality service.


If you enjoy turning data into meaningful insights, improving processes and influencing operational decisions, this is an opportunity to make a real impact within a global fintech.


Why You'll Like Working Here

Just some of the reasons you'll love working here include:

  • Leave benefits: Accrue five additional annual leave entitlements each year called My Days, as well as five extra annual leave days once you pass 12 months. Enjoy your birthday off to spend time with family and friends, on us! Utilise a free annual charity day to give back to your community.
  • $0 Trades: Staff and family trading accounts with CMC Markets Invest have access to $0 trades for domestic and international equity orders.
  • Continuous learning: Our L&D offering covers both technical and performance training, helping you continue developing your skills.
  • Benefits and wellbeing: Enjoy unlimited access to our dedicated benefits and wellbeing hub, including retailer discounts and resources to support your physical and mental wellbeing.
  • Collaboration: We believe great things happen when smart people work together, which is why we work five days in the office.
  • Office perks: Enjoy complimentary breakfast cereals and coffee, along with Culture Club activities including fitness, social events, classes, trivia and more.

What You'll Be Working On

Reporting to the Head of Client Services ANZ, you'll play a key role in ensuring we have the right people, with the right skills, available at the right time to support our clients. You'll manage workforce forecasts, rosters and capacity planning across voice, chat, messaging, email and case management channels.


Working closely with Client Services leaders and Technology teams, you'll use data and operational insights to identify risks, recommend improvements and support informed workforce decisions. You'll also take responsibility for our workforce planning technology, helping improve system functionality, reporting accuracy and operational efficiency.


What Will Make You Successful?

You'll thrive in this role if you're analytical, highly organised and enjoy solving complex operational challenges. You're someone who can see the bigger picture while keeping a close eye on the details, using data to anticipate challenges and recommend practical solutions. You'll be confident working with stakeholders, comfortable making decisions in a fast-paced environment and motivated by finding smarter ways to improve performance.


You'll also bring:

  • At least 2–3 years' experience in workforce forecasting, planning or scheduling, ideally within a contact centre environment
  • Strong knowledge of workforce management systems and planning principles
  • Experience developing and maintaining workforce forecasting models
  • A sound understanding of contact centre operations, service levels and performance metrics
  • Strong analytical and reporting skills, with the ability to turn data into actionable insights

The things we live by

CMC Markets is powered by our people. We are an equal opportunities employer and are committed to creating a diverse and inclusive workplace, where our people feel confident to be themselves, feel valued and are able to do their best work. We don’t just value differences and unique perspectives, we seek them out and we invite them in, because we know it will lead to better outcomes for everyone.


We’re always on the lookout for great people, so even if you don’t feel you are a 100% fit, apply with your up-to-date CV and we’ll consider you for this role and any other suitable opportunities across the business. 


We look forward to hearing from you! 


Please be vigilant when applying for jobs online. CMC Markets will never request personal identification details, such as Date of Birth or Tax File Number prior to an offer being made. If your initial application is successful, regardless of whether you've applied directly or through an approved recruiter, you will always liaise with a representative from CMC's Talent Acquisition team. We will only discuss a role you have formally applied for via phone or email (CMC Markets email address); and never via Facebook or Telegram.

Skills Required

  • At least 2-3 years of experience in workforce forecasting, planning, or scheduling
  • Experience within a contact centre environment, ideally
  • Strong knowledge of workforce management systems and planning principles
  • Experience developing and maintaining workforce forecasting models
  • Understanding of contact centre operations, service levels, and performance metrics
  • Strong analytical and reporting skills
  • Ability to turn data into actionable insights
  • Strong stakeholder communication and decision-making skills
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The Company
HQ: London
1,366 Employees
Year Founded: 1989

What We Do

CMC Markets is a leading global provider of online trading and investing, with a comprehensive retail, professional and institutional offering. Established in 1989, headquartered in London and listed on the London Stock Exchange, we have offices in Australia, China, Singapore, and across Europe. Over 1m traders and investors* worldwide have access to our proprietary platforms, native mobile trading apps, and MetaTrader 4. Our clients can trade on a huge range of financial instruments through our award-winning spread betting, CFD and share trading platforms**. We provide transparent, competitive pricing, market insights, and dedicated, 24/5 customer service. *1.388 million unique user logins for the CMC Markets invest and CFD platforms globally, as at August 2023. **Awards include: No.1 Web Platform & No.1 Most Currency Pairs, ForexBrokers.com Awards 2023; Best Forex Broker, Good Money Guide Awards 2023; Best In-House Analysts, Professional Trader Awards 2023; CFD Provider of the Year, Investors' Chronicle/Financial Times Celebration of Investment Awards 2023; No.1 Platform Technology, ForexBrokers.com Awards 2022; Best Mobile Trading Platform, ADVFN International Financial Awards 2022. Disclaimer: Spread bets and CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 68% of retail investor accounts lose money when spread betting and/or trading CFDs with this provider. You should consider whether you understand how spread bets, CFDs, OTC options or any of our other products work and whether you can afford to take the high risk of losing your money. Professional clients: Countdowns carry risk to any capital invested. These products are not suitable for all investors. CMC does not endorse, control or take responsibility for any third party content on or linked to this account. Nothing in this material is (or should be considered to be) financial, investment or other advice on which reliance should be placed

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