Senior Associate, Workforce Management

Posted 2 days ago

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About the role

  • Senior Associate managing schedules and coverage for Wealthsimple’s financial-services client support teams. Balancing service levels, staffing costs, and employee experience across phone, chat, and email.

Responsibilities

  • 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

  • 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

  • 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

Job title

Job type

Full Time

Experience level

Senior

Salary

CA$33 - CA$41 per hour

Degree requirement

No Education Requirement

Tech skills

ErlangSQL

Location requirements

RemoteCanada

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