Senior Workforce Planning Analyst
HealthEdge · United States · 1 mo ago
RemoteRemoteProject Management$94k–$100k/yrFull-time
We need to output HTML fragment with sections: headings using for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must not repeat job title as heading. We must include sections only when posting has real specific content. We need to parse the posting.
Content:
Overview: description of company, market momentum, etc. Could be "About the role" or maybe "Overview". The instruction says use
for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must not repeat job title as heading. We must include sections only when posting has real specific content. We need to parse the posting.
Content:
Overview: description of company, market momentum, etc. Could be "About the role" or maybe "Overview". The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should map content to these headings where appropriate.
We have:
- Overview (company description) could be "About the role"? Actually "About the role" is typical for role summary. We have "Role Summary" section. So we can put that under About the role
with the Role Summary paragraph.
- Responsibilities: "What You'll Own" bullet list (actually paragraphs). We'll put under Responsibilities
with - items.
- Requirements/Qualifications: "What You Bring" includes experience, skills. Could be Requirements or Qualifications. We'll put under
Requirements
(or Qualifications). We need to decide. The instruction says use those headings; we can include both if content exists. We have experience, skills, partnering, communication. That's qualifications. We'll put under Qualifications
.
- Skills: maybe separate but we can include under Qualifications. But we could also have a Skills section for technical skills: advanced Excel proficiency; SQL and planning tools experience preferred. Could be separate. However we prefer few substantive sections over many thin ones. So we can combine into Qualifications.
- Benefits: Not mentioned except maybe salary range. There's a salary range: "The annual US base salary range for this position is $94,000 to $100,000." That's Pay. So we need a Pay section. Benefits not mentioned besides maybe remote work? There's "Geographic Responsibility: Remote, US". That's Schedule? Actually schedule could be remote, full-time. There's also "Type of Employment: Full-time, permanent". That's schedule/employment type. So we could have a Schedule section for remote, full-time. But we need to avoid filler like "not specified". We have actual info: Remote, US; Full-time, permanent; FLSA Exempt; Work Environment details. That's substantive. So we can create a Schedule section with those details.
- Benefits: Not mentioned besides maybe health insurance? Not in posting. So we should not create Benefits section.
- Pay: we have salary range, so include Pay section.
- Also there is "Leadership Competencies" etc. That could be part of Qualifications or maybe a separate section like "Leadership Competencies". But not in the prescribed headings list. We could incorporate into Qualifications or Responsibilities? Probably better to include under Qualifications as bullet.
We must not include boilerplate like EEO, equal opportunity, scam warning, etc. Also remove duplicated lines, cookie/navigation/legal. So we strip those.
We need to preserve all substantive information. Let's extract substantive content:
Company overview: "HealthEdge® offers AI-powered operational infrastructure for health insurance companies, guaranteeing an enduring financial edge in an increasingly competitive market. We're experiencing strong market momentum, with a growing number of health plans choosing HealthEdge to modernize their operations and compete more effectively. As we expand, we're investing in the people who power that growth, making this a pivotal moment to join us and shape the future of healthcare technology. Learn more at HealthEdge.com."
Role Summary: "The Resource Planning Lead owns enterprise workforce forecasting and capacity planning, translating projected workload demand into staffing requirements across operational functions. This role develops and maintains forecasting models, aligns workforce plans with business objectives , and partners with leaders across Operations, Finance, and HR to ensure the organization has the right resources in place to meet service, productivity, compliance, and financial goals. The Team Lead serves as the subject matter expert for forecasting methodologies, workforce planning processes, and capacity management tools."
What You'll Own (Responsibilities):
- Lead end-to-end forecasting and capacity planning activities across operational functions, converting projected demand into staffing requirements and hiring recommendations.
- Develop and maintain short-, mid-, and long-range forecasting models using historical trends, business drivers, workload assumptions, and operational changes.
- Partner with Operations, Finance, and HR to align workforce plans with budget cycles, hiring strategies, productivity expectations, and organizational goals.
- Produce actionable staffing plans that proactively identify resource gaps, surpluses, risks, and opportunities.
- Conduct variance analyses and continuously improve forecasting accuracy, planning assumptions, and workforce models.
- Collaborate with workforce management and operational leaders to translate capacity plans into executable staffing and work allocation strategies.
- Support strategic initiatives, including new business implementations, operational expansions, process transformations, technology deployments, and outsourcing assessments.
- Serve as the subject matter expert for workforce planning methodologies, capacity models, forecasting tools, and workforce analytics.
Leadership Competencies:
- Integrity & Trust — the threshold expectation for every role at HealthEdge, above and ahead of the competency framework.
- Core competencies for this role: Leadership & Accountability Grow & Innovate
What You Bring (Qualifications):
- 5 or more years of experience in workforce planning, forecasting, capacity planning, or workforce management.
- Demonstrated experience owning complex workforce forecasting and capacity planning processes operational environments.
- Strong analytical, problem-solving, and workforce modeling skills, including advanced Excel proficiency; SQL and planning tools experience preferred.
- Experience partnering with Finance, HR, and business leaders on headcount and budget planning.
- Ability to communicate workforce risks, staffing recommendations, and planning insights to leaders at multiple levels.
What Success Looks Like (maybe could be part of Responsibilities or separate? It's about outcomes. Could be included under Responsibilities as bullet? But it's more about success metrics. Could be its own section? Not in prescribed headings. Could be included under Responsibilities as additional bullet. We'll incorporate as bullet under Responsibilities maybe.
Geographic Responsibility: Remote, US
Type of Employment: Full-time, permanent
FLSA Classification (USA Only): Exempt
Work Environment: details about physical demands, vision abilities, multiple time zones, hybrid/remote, sitting/standing, travel.
We can put under Schedule section.
Pay: "The annual US base salary range for this position is $94,000 to $100,000 . This salary range may cover multiple career levels at HealthEdge. Final compensation will be determined during the interview process and is based on a combination of factors including, but not limited to, your skills, experience, qualifications and education."
We should not include boilerplate like "HealthEdge reserves the right to modify , add, or remove duties and to assign other duties as necessary." etc. Also remove EEO statements, accommodation, background check, etc.
We must not invent or summarize away detail. Keep all substantive info.
Now produce HTML fragment with sections.
We need to use for each section heading. Use - for any list of duties/requirements/benefits. Use
for prose.
We must not repeat job title as heading. Not include Job ID.
We'll produce something like:
About the role
... overview + role summary? Actually we have overview and role summary separate. Could combine? Might be better to have About the role include overview and role summary. But we must not duplicate. We'll put overview in About the role paragraph, then role summary maybe also in same section? Could be two paragraphs.
Let's structure:
About the role
HealthEdge® offers AI-powered operational infrastructure for health insurance companies, guaranteeing an enduring financial edge in an increasingly competitive market. We're experiencing strong market momentum, with a growing number of health plans choosing HealthEdge to modernize their operations and compete more effectively. As we expand, we're investing in the people who power that growth, making this a pivotal moment to join us and shape the future of healthcare technology. Learn more at HealthEdge.com.
The Resource Planning Lead owns enterprise workforce forecasting and capacity planning, translating projected workload demand into staffing requirements across operational functions. This role develops and maintains forecasting models, aligns workforce plans with business objectives , and partners with leaders across Operations, Finance, and HR to ensure the organization has the right resources in place to meet service, productivity, compliance, and financial goals. The Team Lead serves as the subject matter expert for forecasting methodologies, workforce planning processes, and capacity management tools.
Responsibilities
- Lead end-to-end forecasting and capacity planning activities across operational functions, converting projected demand into staffing requirements and hiring recommendations.
- Develop and maintain short-, mid-, and long-range forecasting models using historical trends, business drivers, workload assumptions, and operational changes.
- Partner with Operations, Finance, and HR to align workforce plans with budget cycles, hiring strategies, productivity expectations, and organizational goals.
- Produce actionable staffing plans that proactively identify resource gaps, surpluses, risks, and opportunities.
- Conduct variance analyses and continuously improve forecasting accuracy, planning assumptions, and workforce models.
- Collaborate with workforce management and operational leaders to translate capacity plans into executable staffing and work allocation strategies.
- Support strategic initiatives, including new business implementations, operational expansions, process transformations, technology deployments, and outsourcing assessments.
- Serve as the subject matter expert for workforce planning methodologies, capacity models, forecasting tools, and workforce analytics.
- Staffing requirement outputs give leadership enough lead time to close gaps before they create operational or compliance impact.
- Workload forecasting models stay current as intake trends, productivity benchmarks or regulatory requirements shift.
- Capacity plans translate cleanly into daily and weekly work assignment frameworks with minimal rework by WFM scheduling teams.
Qualifications
- 5 or more years of experience in workforce planning, forecasting, capacity planning, or workforce management.
- Demonstrated experience owning complex workforce forecasting and capacity planning processes in operational environments.
- Strong analytical, problem-solving, and workforce modeling skills, including advanced Excel proficiency; SQL and planning tools experience preferred.
- Experience partnering with Finance, HR, and business leaders on headcount and budget planning.
- Ability to communicate workforce risks, staffing recommendations, and planning insights to leaders at multiple levels.
- Leadership Competencies: Integrity & Trust — the threshold expectation for every role at HealthEdge, above and ahead of the competency framework; Core competencies for this role: Leadership & Accountability, Grow & Innovate.
Pay
The annual US base salary range for this position is $94,000 to $100,000. This salary range may cover multiple career levels at HealthEdge. Final compensation will be determined during the interview process and is based on a combination of factors including, but not limited to, your skills, experience, qualifications and education.
Schedule
Geographic Responsibility: Remote, US. Type of Employment: Full-time, permanent. FLSA Classification (USA Only): Exempt. Work Environment: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job: The employee is occasionally required to move around the office. Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception, and ability to adjust focus. Work across multiple time zones in a hybrid or remote work environment. Long periods of time sitting and/or standing in front of a computer using video technology. May require travel dependent on company needs.
We need to ensure we didn't include any boilerplate like "The above statements are intended to describe the general nature..." etc. We
About the role
with the Role Summary paragraph. - Responsibilities: "What You'll Own" bullet list (actually paragraphs). We'll put underResponsibilities
with- items.
- Requirements/Qualifications: "What You Bring" includes experience, skills. Could be Requirements or Qualifications. We'll put under
Requirements
(or Qualifications). We need to decide. The instruction says use those headings; we can include both if content exists. We have experience, skills, partnering, communication. That's qualifications. We'll put underQualifications
. - Skills: maybe separate but we can include under Qualifications. But we could also have a Skills section for technical skills: advanced Excel proficiency; SQL and planning tools experience preferred. Could be separate. However we prefer few substantive sections over many thin ones. So we can combine into Qualifications. - Benefits: Not mentioned except maybe salary range. There's a salary range: "The annual US base salary range for this position is $94,000 to $100,000." That's Pay. So we need a Pay section. Benefits not mentioned besides maybe remote work? There's "Geographic Responsibility: Remote, US". That's Schedule? Actually schedule could be remote, full-time. There's also "Type of Employment: Full-time, permanent". That's schedule/employment type. So we could have a Schedule section for remote, full-time. But we need to avoid filler like "not specified". We have actual info: Remote, US; Full-time, permanent; FLSA Exempt; Work Environment details. That's substantive. So we can create a Schedule section with those details. - Benefits: Not mentioned besides maybe health insurance? Not in posting. So we should not create Benefits section. - Pay: we have salary range, so include Pay section. - Also there is "Leadership Competencies" etc. That could be part of Qualifications or maybe a separate section like "Leadership Competencies". But not in the prescribed headings list. We could incorporate into Qualifications or Responsibilities? Probably better to include under Qualifications as bullet. We must not include boilerplate like EEO, equal opportunity, scam warning, etc. Also remove duplicated lines, cookie/navigation/legal. So we strip those. We need to preserve all substantive information. Let's extract substantive content: Company overview: "HealthEdge® offers AI-powered operational infrastructure for health insurance companies, guaranteeing an enduring financial edge in an increasingly competitive market. We're experiencing strong market momentum, with a growing number of health plans choosing HealthEdge to modernize their operations and compete more effectively. As we expand, we're investing in the people who power that growth, making this a pivotal moment to join us and shape the future of healthcare technology. Learn more at HealthEdge.com." Role Summary: "The Resource Planning Lead owns enterprise workforce forecasting and capacity planning, translating projected workload demand into staffing requirements across operational functions. This role develops and maintains forecasting models, aligns workforce plans with business objectives , and partners with leaders across Operations, Finance, and HR to ensure the organization has the right resources in place to meet service, productivity, compliance, and financial goals. The Team Lead serves as the subject matter expert for forecasting methodologies, workforce planning processes, and capacity management tools." What You'll Own (Responsibilities): - Lead end-to-end forecasting and capacity planning activities across operational functions, converting projected demand into staffing requirements and hiring recommendations. - Develop and maintain short-, mid-, and long-range forecasting models using historical trends, business drivers, workload assumptions, and operational changes. - Partner with Operations, Finance, and HR to align workforce plans with budget cycles, hiring strategies, productivity expectations, and organizational goals. - Produce actionable staffing plans that proactively identify resource gaps, surpluses, risks, and opportunities. - Conduct variance analyses and continuously improve forecasting accuracy, planning assumptions, and workforce models. - Collaborate with workforce management and operational leaders to translate capacity plans into executable staffing and work allocation strategies. - Support strategic initiatives, including new business implementations, operational expansions, process transformations, technology deployments, and outsourcing assessments. - Serve as the subject matter expert for workforce planning methodologies, capacity models, forecasting tools, and workforce analytics. Leadership Competencies: - Integrity & Trust — the threshold expectation for every role at HealthEdge, above and ahead of the competency framework. - Core competencies for this role: Leadership & Accountability Grow & Innovate What You Bring (Qualifications): - 5 or more years of experience in workforce planning, forecasting, capacity planning, or workforce management. - Demonstrated experience owning complex workforce forecasting and capacity planning processes operational environments. - Strong analytical, problem-solving, and workforce modeling skills, including advanced Excel proficiency; SQL and planning tools experience preferred. - Experience partnering with Finance, HR, and business leaders on headcount and budget planning. - Ability to communicate workforce risks, staffing recommendations, and planning insights to leaders at multiple levels. What Success Looks Like (maybe could be part of Responsibilities or separate? It's about outcomes. Could be included under Responsibilities as bullet? But it's more about success metrics. Could be its own section? Not in prescribed headings. Could be included under Responsibilities as additional bullet. We'll incorporate as bullet under Responsibilities maybe. Geographic Responsibility: Remote, US Type of Employment: Full-time, permanent FLSA Classification (USA Only): Exempt Work Environment: details about physical demands, vision abilities, multiple time zones, hybrid/remote, sitting/standing, travel. We can put under Schedule section. Pay: "The annual US base salary range for this position is $94,000 to $100,000 . This salary range may cover multiple career levels at HealthEdge. Final compensation will be determined during the interview process and is based on a combination of factors including, but not limited to, your skills, experience, qualifications and education." We should not include boilerplate like "HealthEdge reserves the right to modify , add, or remove duties and to assign other duties as necessary." etc. Also remove EEO statements, accommodation, background check, etc. We must not invent or summarize away detail. Keep all substantive info. Now produce HTML fragment with sections. We need to usefor each section heading. Use
- for any list of duties/requirements/benefits. Use
for prose. We must not repeat job title as heading. Not include Job ID. We'll produce something like:
About the role
... overview + role summary? Actually we have overview and role summary separate. Could combine? Might be better to have About the role include overview and role summary. But we must not duplicate. We'll put overview in About the role paragraph, then role summary maybe also in same section? Could be two paragraphs. Let's structure:
About the role
HealthEdge® offers AI-powered operational infrastructure for health insurance companies, guaranteeing an enduring financial edge in an increasingly competitive market. We're experiencing strong market momentum, with a growing number of health plans choosing HealthEdge to modernize their operations and compete more effectively. As we expand, we're investing in the people who power that growth, making this a pivotal moment to join us and shape the future of healthcare technology. Learn more at HealthEdge.com.
The Resource Planning Lead owns enterprise workforce forecasting and capacity planning, translating projected workload demand into staffing requirements across operational functions. This role develops and maintains forecasting models, aligns workforce plans with business objectives , and partners with leaders across Operations, Finance, and HR to ensure the organization has the right resources in place to meet service, productivity, compliance, and financial goals. The Team Lead serves as the subject matter expert for forecasting methodologies, workforce planning processes, and capacity management tools.
Responsibilities
- Lead end-to-end forecasting and capacity planning activities across operational functions, converting projected demand into staffing requirements and hiring recommendations.
- Develop and maintain short-, mid-, and long-range forecasting models using historical trends, business drivers, workload assumptions, and operational changes.
- Partner with Operations, Finance, and HR to align workforce plans with budget cycles, hiring strategies, productivity expectations, and organizational goals.
- Produce actionable staffing plans that proactively identify resource gaps, surpluses, risks, and opportunities.
- Conduct variance analyses and continuously improve forecasting accuracy, planning assumptions, and workforce models.
- Collaborate with workforce management and operational leaders to translate capacity plans into executable staffing and work allocation strategies.
- Support strategic initiatives, including new business implementations, operational expansions, process transformations, technology deployments, and outsourcing assessments.
- Serve as the subject matter expert for workforce planning methodologies, capacity models, forecasting tools, and workforce analytics.
- Staffing requirement outputs give leadership enough lead time to close gaps before they create operational or compliance impact.
- Workload forecasting models stay current as intake trends, productivity benchmarks or regulatory requirements shift.
- Capacity plans translate cleanly into daily and weekly work assignment frameworks with minimal rework by WFM scheduling teams.
Qualifications
- 5 or more years of experience in workforce planning, forecasting, capacity planning, or workforce management.
- Demonstrated experience owning complex workforce forecasting and capacity planning processes in operational environments.
- Strong analytical, problem-solving, and workforce modeling skills, including advanced Excel proficiency; SQL and planning tools experience preferred.
- Experience partnering with Finance, HR, and business leaders on headcount and budget planning.
- Ability to communicate workforce risks, staffing recommendations, and planning insights to leaders at multiple levels.
- Leadership Competencies: Integrity & Trust — the threshold expectation for every role at HealthEdge, above and ahead of the competency framework; Core competencies for this role: Leadership & Accountability, Grow & Innovate.
Pay
The annual US base salary range for this position is $94,000 to $100,000. This salary range may cover multiple career levels at HealthEdge. Final compensation will be determined during the interview process and is based on a combination of factors including, but not limited to, your skills, experience, qualifications and education.
Schedule
Geographic Responsibility: Remote, US. Type of Employment: Full-time, permanent. FLSA Classification (USA Only): Exempt. Work Environment: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job: The employee is occasionally required to move around the office. Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception, and ability to adjust focus. Work across multiple time zones in a hybrid or remote work environment. Long periods of time sitting and/or standing in front of a computer using video technology. May require travel dependent on company needs.
We need to ensure we didn't include any boilerplate like "The above statements are intended to describe the general nature..." etc. We
- for any list of duties/requirements/benefits. Use