Customer Experience Workforce Management Director
About the role
Directs omnichannel and back-office workforce planning to ensure optimal staffing and service level adherence across customer experience teams. Leads the development and execution of WFM strategy - including accurate forecasting models, efficient scheduling practices, and real-time adherence processes - to drive operational efficiency, cost optimization, and exceptional service delivery. Partners cross-functionally to implement transformative initiatives and fosters a high-performance team and culture aligned with business objectives.
Responsibilities
- Develops and oversees the comprehensive workforce management strategy aligned with overall business goals.
- Ensures accurate demand forecasting and capacity modeling for all customer experience teams (omnichannel and back-office), proactively adjusting plans to meet changing business needs and market dynamics.
- Identifies opportunities for workforce optimization and cost reduction at an enterprise level.
- Implements and monitors effective scheduling methodologies and real-time adherence (RTA) practices.
- Optimizes staffing across shifts and channels to meet service levels while maximizing productivity and maintaining compliance with labor laws and organizational policies.
- Safeguards against intraday staffing gaps or surges, minimizing impact on performance.
- Analyzes workforce data and key performance indicators (forecast accuracy, service level, occupancy, AHT, adherence, etc.) to uncover trends, bottlenecks, and areas for improvement.
- Establishes appropriate KPIs to measure WFM efficiency and effectiveness.
- Provides regular, actionable reporting on workforce performance to senior leadership and stakeholders, using data-driven insights to inform tactical and strategic decisions.
- Promotes the use of workforce management software and tools to enhance planning accuracy and efficiency.
- Supports the configuration and optimization of the WFM system (with heavy emphasis on the Verint platform) for forecasting, scheduling, and dashboard reporting.
- Pursues automation opportunities to streamline WFM processes and improve responsiveness.
- Collaborates closely with Customer Experience, Quality, Training, Reporting and Technology teams to ensure workforce plans and schedules are aligned with business objectives and account for upcoming initiatives or constraints.
- Communicates staffing needs, assumptions, and constraints to relevant stakeholders and partners on solutions for improving overall operational performance.
- Supports new program launches and business transformations, where data may be more ambiguous, with expert workforce planning input to ensure proper staffing and resource planning from the outset.
- Builds, leads, and mentors a high-performing WFM team, including managers, analysts, schedulers, and real-time coordinators.
- Sets clear goals and performance expectations for the team, and provides ongoing coaching, development, and succession planning.
- Fosters a positive, collaborative work environment that encourages professional growth, innovation, and accountability.
- Ensures the WFM team is engaged, well-trained, and effectively partnered with other departments to achieve shared goals.
Requirements
- 15 or more years of experience in workforce management and/or large-scale contact center operations, with at least 5 years in a leadership role.
- Demonstrated deep knowledge of forecasting, scheduling, intraday management, and capacity planning in a complex, multi-site customer service environment.
- Proven ability to lead organizational change and process improvements in an operations or WFM function, delivering measurable gains in efficiency, service levels, or cost savings.
- Able to define a vision for the WFM organization and execute initiatives that align with broader business strategy.
- Exceptional analytical skills with the ability to interpret large data sets and translate them into actionable plans.
- Adept at critical thinking and data-driven decision-making, especially under dynamic conditions.
- Comfortable with advanced Excel analysis and interpreting BI reports (e.g., Power BI) to drive insights.
- Excellent communication and interpersonal skills, with a track record of effectively collaborating with and influencing cross-functional teams and senior executives.
- Able to clearly present workforce plans and performance data to non-WFM audiences and incorporate their feedback to refine strategies.
- Demonstrated success in managing and developing high-performing teams.
- Strong people leadership capabilities, including performance management, coaching, and the ability to inspire and motivate staff across different locations or functions.
- Experience managing workforce planning for very large operations (for example, supporting 500+ front-line agents or employees across multiple sites and channels).
- History of achieving results in both omnichannel and back-office environments is a strong plus.
- Hands-on expertise with enterprise workforce management systems, with Verint WFE software strongly preferred.
- Familiarity with telephony/omnichannel routing platforms and their integration with WFM processes is beneficial.
- Experience leveraging automation and advanced scheduling algorithms in WFM tools is a plus.
- Background in industries such as healthcare, insurance, or business process outsourcing (BPO) with high-volume contact center or service operations.
- Understanding of industry-specific regulations, labor laws, and compliance considerations related to workforce planning (e.g., scheduling requirements, overtime rules) is advantageous.
Qualifications
- Master's degree in Business Administration, Industrial Engineering, Operations Research, or a related field.
- Professional certifications in workforce management or similar fields are a plus.
Skills
- Workforce Management Software (Verint WFE)
- Telephony/Omnichannel Routing Platforms
- Advanced Excel Analysis
- Data-Driven Decision Making
- Collaboration and Interpersonal Skills
- Leadership and Team Management
- Automation and Scheduling Algorithms
- Industry-Specific Regulations and Compliance
Benefits
Remote, based on business need. Travel may be required up to 10-25% (periodic on-site leadership meetings, team events, or client presentations).
Pay
The pay range for this position is $119,100.00 - $170,100.00 per year, however, the base pay offered may vary depending on geographic region, internal equity, job-related knowledge, skills, and experience among other factors.
What We're Looking For
Equal Opportunity Employer.