Happy Money

Manager, Workforce Management

Happy Money

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $110,000 - $125,000 per year

Tech Stack

About the role

  • Forecast demand, optimize schedules, and model capacity across voice, chat, email, and SMS. Ensure we're staffed to hit service levels without burning budget on unnecessary overtime.
  • Design IVR flows, optimize call routing, manage our dialer, implement call branding, and evaluate platform alternatives. Be the technical brain behind every inbound and outbound interaction.
  • Own chat, email, and SMS as strategic channels. Monitor performance, identify bottlenecks, design routing logic, and drive improvements that make digital interactions as effective as voice.
  • Design, implement, and manage workforce management strategies within the contact center that ensure proper staffing levels to meet service demand.
  • Conduct long-term forecasting and capacity planning to align workforce needs with operational growth and seasonal fluctuations.
  • Leverage data analytics and historical trends to forecast call volumes and staffing requirements.
  • Monitor real-time data and recommend schedule adjustments as needed to optimize resource utilization.
  • Identify and implement process improvements that enhance productivity, decrease wait times, and improve overall customer and employee experience.
  • Standardized workforce management policies and procedures.
  • Research, implement, and manage workforce management systems, scheduling software, and automation tools to support contact center efficiency.
  • Evaluate emerging technologies to drive continuous improvement and innovation in workforce operations.
  • Analyze and monitor key performance indicators (KPIs) related to staffing, call handling, service levels, and workforce productivity.
  • Provide actionable insights and recommendations based on performance data to drive operational success.

Requirements

  • 3+ years of workforce management experience in omni-channel contact centers with proficiency in Genesys WFM tools and real-time management expertise making live staffing decisions
  • Experience in capacity planning for internal and external resources (internal teams and 3rd party agencies)
  • Advanced data analytics skills in SQL including forecasting models, pivot tables, and macros in Excel
  • Hands-on Genesys Cloud CX 3 administration experience building IVR flows, configuring routing rules, managing user access, dialer management and optimizing platform performance
  • Familiarity with AI-operated chatbots
  • Deep understanding of call flow logic, DTMF menus, speech recognition, and self-service containment strategies that deflect calls without frustrating customers
  • Can build flow charts, write SOPs, and translate complex routing logic into clear explanations that non-technical stakeholders
  • See patterns in metrics and translate them into actionable improvements that move needles on efficiency, cost, and experience
  • Can compare vendors, technologies, and process changes with compelling analysis that balances customer experience, operational efficiency, and budget reality
  • Self-motivated and sense of ownership. When you spot problems, you fix them (or escalate with solutions already drafted)
  • Lending, banking, or collections experience with deep understanding of compliance constraints (TCPA, FDCPA, FCRA)
Benefits
  • Generous medical, dental, and vision insurance options
  • Eligible for Annual Bonus
  • 401k Plan with a matching contribution
  • Generous PTO including sick leave, vacation, volunteer, and more
  • 12 Weeks Paid Parental Leave
  • Company-paid short & long term disability and life insurance
  • Monthly tech stipend to help cover expenses for remote work
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
workforce managementcapacity planningdata analyticsSQLforecasting modelsExcelIVR flowscall flow logicrouting rulesself-service containment
Soft Skills
problem-solvingself-motivatedownershipcommunicationanalytical thinkingprocess improvementcollaborationadaptabilityattention to detailstrategic thinking