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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in workforce planning, forecasting, and capacity management, with a strong focus on data accuracy and operational insights. Proficient in Microsoft Excel for data analysis and reporting, while maintaining compliance with HIPAA regulations.
Highest-signal resume keywords
Workforce PlanningForecastingAdvanced Analytical SkillsMicrosoft Excel ProficiencyHIPAA Compliance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Workforce PlanningForecastingCapacity PlanningData AnalysisVariance AnalysisRoot Cause AnalysisReportingOperational ManagementPerformance Trends IdentificationOperational Risk Assessment
Soft Skills
Attention to DetailStrong Communication SkillsProblem-SolvingCollaborationCustomer Service Orientation
Tools & Technologies
Workforce Management ToolsBusiness Intelligence ToolsMicrosoft ExcelMicrosoft WordMicrosoft PowerPoint
Certifications & Qualifications
HIPAA Training
Industry Keywords
HealthcareOperations SupportAnalyticsSchedulingAttendance Management
About the role
Key responsibilities & impact- Maintain short- and long-range workload forecasts and staffing models for RxCompass and Variable Copay operations
- Monitor intraday volumes, inventory, productivity, staffing, schedule adherence, and service levels; communicate risks and recommend adjustments
- Partner with Operations leadership to rebalance work, adjust schedules, coordinate coverage, and support business continuity
- Develop, maintain, validate, and distribute recurring workforce, productivity, attendance, capacity, and performance reports
- Create dashboards and ad hoc analyses with actionable insights at associate, team, program, and department levels
- Analyze forecast-to-actual performance, identify variances and root causes, and document corrective actions
- Maintain attendance, schedule, time-off, overtime, and staffing records
- Coordinate overtime and voluntary time-off recommendations based on workload and service needs
- Support hiring plans, onboarding schedules, training capacity, nesting plans, and speed-to-proficiency tracking
- Facilitate capacity-planning and workforce-review meetings covering results, demand, staffing gaps, risks, and action plans
- Define and document workforce assumptions, reporting logic, data sources, quality controls, and standard operating procedures
- Validate data, investigate discrepancies, and escalate unresolved data or system issues
- Identify opportunities for coaching, training, workflow improvement, automation, or policy clarification
- Collaborate with Operations, Analytics, Reporting, Human Resources, Training, Client Services, and Technology partners
- Protect confidential information and comply with HIPAA obligations related to PHI
- Report HIPAA violations to the Compliance Officer and/or Human Resources
- Complete required HIPAA training and demonstrate competency
- Attend meetings and perform additional duties as assigned
Requirements
What you’ll need- Workforce planning, forecasting, capacity planning, and real-time operational management
- Advanced analytical and problem-solving skills, including variance and root cause analysis
- Strong attention to detail and commitment to data accuracy, validation, and documentation
- Ability to translate complex data into concise operational insights and recommendations
- Strong written and verbal communication skills, including grammar, spelling, and professional presentation
- Ability to prioritize competing deadlines and respond effectively in a changing operational environment
- Proficiency in Microsoft Excel, including formulas, lookups, pivot tables, charts, and data analysis; proficiency in Word and PowerPoint
- Ability to learn and use workforce management, telephone, case-management, reporting, and business intelligence tools
- Sound judgment, discretion, objectivity, and ability to maintain confidentiality
- Ability to work independently and collaboratively with cross-functional leaders and teams
- Knowledge of attendance, scheduling, and established operational procedures
- Customer Service orientation and understanding of the member and client impact of workforce decisions
- Full-time/non-exempt availability during core work hours of 8:00 AM to 5:00 PM CT
- Ability to work extended hours, weekends, and holidays pursuant to industry demands
- Bachelor's degree preferred, or an equivalent combination of education and relevant experience in healthcare, business, analytics, operations, or technology
- Two years of experience in workforce management, reporting, analytics, operations support, or a related field
- Experience using Excel to analyze operational data and prepare recurring reports
- Experience identifying performance trends, variances, and operational risks
Benefits
Comp & perks- Medical, Dental, Vision insurance
- Disability and Life Insurance
- Employee Assistance Program
- Remote work options
- Generous Paid time Off
- Annual Reviews and Development Plans
- Retirement Plan with company match immediately 100% vested
