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Senior Associate, Workforce Management
Wealthsimple. Own scheduling for a portfolio of Client Experience Operations domain teams across phone, chat and email .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in workforce management, including scheduling for large teams, capacity planning, and adherence tracking. Proficient in utilizing WFM platforms and automation tools to enhance operational efficiency and decision-making.
Highest-signal resume keywords
Workforce Management ExperienceScheduling For 100+ AgentsWFM Platform FluencyData Analysis And RecommendationsAutomation Tools Familiarity
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
SchedulingCapacity PlanningForecasting InputsErlang-Based StaffingAdherenceConformanceShrinkage ManagementPerformance TrackingDecision-MakingData Analysis
Soft Skills
OwnershipFollow-ThroughCommunicationCollaborationProblem-Solving
Tools & Technologies
PlayvoxNICE IEXVerintAssembledZendeskFive9SQLPresetLooker
Industry Keywords
Contact CentreSupport EnvironmentBPO SchedulingFinancial ServicesRegulated Environment
Tech Stack
Tools & technologiesErlangSQL
About the role
Key responsibilities & impact- Own scheduling for a portfolio of Client Experience Operations domain teams across phone, chat and email
- Build, publish and maintain schedules, including rotations, weekend and extended-hours coverage, shift bids, and multi-skill channel splits
- Plan for and respond to shrinkage, including PTO, training, meetings, coaching and leaves
- Set PTO availability, place offline time, and flag coverage risks
- Process schedule-change requests so schedules remain the source of truth for adherence, performance conversations and payroll
- Represent WFM on hours-of-operation changes, new channel launches, tooling changes and organizational changes
- Translate operational plans into staffing impacts and explain trade-offs
- Partner with HR and People Ops, Enablement, domain leaders and Systems
- Track schedule effectiveness, adherence, conformance, shrinkage and coverage against need
- Analyze data and recommend next steps
- Identify manual scheduling work and help automate it using tools such as Playvox and Claude
Requirements
What you’ll need- 3+ years of hands-on workforce management experience in a contact centre or support environment, with direct ownership of scheduling
- Experience building and maintaining schedules for 100+ agents across multiple skills or channels, including rotations and weekend or extended-hours coverage
- Working command of forecasting inputs, capacity planning, shrinkage, Erlang-based staffing, service level, occupancy, adherence and conformance
- Fluency with a WFM platform such as Playvox, NICE IEX, Verint, or Assembled, and related CRM/Telephony tools
- Ability to weigh coverage, cost, fairness and teammates' experience, make decisions with incomplete information, and escalate when needed
- Ability to explain staffing decisions to team leads, people partners, and senior leaders
- Ownership and follow-through; schedules must be accurate
- Frequent use of, or strong curiosity about, AI and automation tools
- Legally eligible to work in Canada
- Nice to have: Playvox, Zendesk, Five9, SQL, Preset, Looker, financial services or regulated-environment experience, and BPO/outsourced-partner scheduling experience
Benefits
Comp & perks- Top-tier health benefits and life insurance
- Long-term group savings with employer match, through Wealthsimple for Business
- 20 vacation days
- 4 wellness days
- Unlimited sick and mental health days per year*
- Work outside Canada for up to 90 days per year*
- Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
- Permanent employees receive equity compensation
- AI Notetaker interview recording opt-out without impact on candidacy