Workforce Management Analyst

Posting Type

Remote/Hybrid

Job Overview

The Workforce Management Analyst supports effective staffing, scheduling, and capacity decisions across the Relativity Success organization. This role translates forecasted demand, operational insights, and qualitative business inputs into optimized schedules, staffing recommendations, and workforce performance insights that support service level and customer experience goals.

As part of the Success Operations team, the analyst partners with Product Support and other Success sub-departments, collaborating with global peers and operational leaders to monitor performance, manage coverage, and improve workforce practices. The role emphasizes strong analytical execution, cross-functional collaboration, and readiness to adopt new tools and AI-enabled capabilities as workforce management evolves.

This role requires coverage during U.S. dayside delayed hours to support global operations, including APAC, approximately 11:00 AM – 7:00 PM CST. Exact hours are variable.

Job Description and Requirements

Responsibilities

• Interpret forecasting plans to provide capacity planning and interval staffing requirements to meet forecasted volume and achieve expected service level goals, leveraging WFM software

• Build, maintain, and optimize global schedules, including coverage models, shift structures, and intraday adjustments, to ensure alignment with forecasted volumes and business priorities.

• Partner with global Workforce Management peers to identify opportunities for workforce optimization, process improvement, and consistent best practices across regions and teams.

• Support and maintain workforce management and telephony systems (e.g., Calabrio, Vonage), ensuring data accuracy, configuration integrity, and reliable outputs for planning and reporting.

• Analyze and deliver recurring workforce and performance reporting to identify trends, risks, and improvement opportunities, translating data into clear, actionable insights that support operational and leadership decision-making.

• Own analytical inputs for capacity planning by maintaining staffing and capacity models that incorporate quantitative data (e.g., volume, productivity, shrinkage) and qualitative drivers such as onboarding demand, proactive account engagement, and product or process changes.

• Conduct scenario analysis to assess capacity risks, staffing tradeoffs, and operational impacts, and present clear, data-driven recommendations to leadership.

• Contribute to the evaluation, adoption, and enablement of workforce tools, features, and enhancements, including automation and AI-assisted capabilities, through analysis, testing, documentation, and training support.

• Collaborate cross-functionally with Success leadership, operations, and analytics partners to support workforce-related initiatives and ensure alignment with broader organizational goals.

• Perform other duties as assigned to support evolving business and operational needs.

Minimum Qualifications

• 3 years of experience in Workforce Management, operations analytics, or a related analytical role supporting service or operations teams.

• Strong analytical skills with demonstrated ability to interpret data, identify trends, and translate findings into actionable recommendations.

• Advanced proficiency in Microsoft Excel, including complex formulas, data manipulation, and analysis.

• Experience working with workforce management, telephony, or operational systems; familiarity with tools such as Calabrio preferred.

• Ability to manage multiple priorities in a fast-paced, operational environment and make timely, data-informed decisions.

• Strong written and verbal communication skills, with the ability to clearly explain analysis and recommendations to diverse stakeholders.

• Familiarity with CRM platforms (e.g., Salesforce) and integrating operational data across systems.

• Ability to work during U.S. dayside delayed hours (~11:00 AM–7:00 PM CST) to support global operations, including APAC.

Preferred Qualifications

• Experience supporting workforce planning, scheduling, or performance analysis in a SaaS, technology, or subscription-based business.

• Exposure to capacity planning, staffing analysis, or forecasting concepts, including consideration of productivity, shrinkage, and demand drivers.

• Demonstrated curiosity and initiative in learning and applying new analytical tools, automation, and AI-enabled capabilities to improve workforce planning and operational insights.

Relativity is committed to competitive, fair, and equitable compensation practices.

This position is eligible for total compensation which includes a competitive base salary, an annual performance bonus, and long-term incentives.

The expected salary range for this role is between following values:

$70,000 and $104,000

The final offered salary will be based on several factors, including but not limited to the candidate's depth of experience, skill set, qualifications, and internal pay equity. Hiring at the top end of the range would not be typical, to allow for future meaningful salary growth in this position.

Required Skills:

Business Intelligence (BI), CRM Administration, Data Analysis, Data Visualization, Forecasting, Marketing Operations, Performance Metrics, Revenue Recognition, Salesforce (Software), Sales Operations