capacity planning analyst

Faculty Physicians Inc.

<div>Capacity and Scheduling Analyst will serve as the centralized owner of scheduling capacity and workflows for the Division of Endocrinology, Diabetes and Nutrition at Midtown Tower. This position is responsible for building, monitoring, and optimizing Epic templates and provider schedules, managing faculty FTE allocations, and ensuring compliance with institutional standards. Acting as the subject matter expert for Epic scheduling and capacity management, the analyst partners with division leadership, faculty, and schedulers to identify bottlenecks, implement process improvements, and enhance access to care; and other duties as assigned.

ESSENTIAL FUNCTIONS
<ul><li>Builds, maintains, and optimizes Epic templates and decision trees to support standardized scheduling practices and ensure alignment with division and institutional standards.</li>
<li>Manages, monitors, and tracks provider FTE breakdowns (inpatient vs. outpatient time, research, medical education, and other commitments) to ensure accurate scheduling alignment and resource allocation.</li>
<li>Monitors and analyzes access metrics (utilization, lead times, bottlenecks) and prepares reports and recommendations for division leadership to improve patient access.</li>
<li>Manages and fulfills template and schedule change requests, ensuring accuracy, compliance, and timely fulfillment; standardizes use of reserve and hold times based on impact to patient access.</li>
<li>Understands and translates business functionality into Epic system configuration and workflow validations, applying deep system knowledge to optimize scheduling workflows.</li>
<li>Troubleshoots scheduling issues and applies working knowledge of Epic Cadence security to ensure system integrity and compliance.</li></ul> 


EDUCATION and/or EXPERIENCE
<ul>
<li>Bachelor&rsquo;s degree in healthcare administration, Business, Public Health, Information Systems or related field from an accredited college or university is preferred, or equivalent combination of education and experience</li>
<li>Minimum 2&ndash;3 years of healthcare operations, patient scheduling, or access management experience; experience in an academic medical center strongly preferred</li>
<li>Prior experience with Epic template building and provider scheduling highly desirable</li>
<li>EPIC Cadence, Prelude or other Template and Capacity Management certification is strongly preferred</li>
</ul>
Total Rewards 
The referenced base salary range represents the low and high end of University of Maryland&rsquo;s Faculty Physician&rsquo;s Inc. salary range for this position. Some candidates will not be eligible for the upper end of the salary range. Exact salary will ultimately depend on multiple factors, which may include the successful candidate's geographic location, skills, work experience, market conditions, internal equity, responsibility factor and span of control, education/training and other qualifications. University of Maryland Faculty Physician&rsquo;s Inc. offers a total rewards package that supports our employees' health, life, career and retirement. More information can be found here: https://www.umfpi.org/jobs/summary-employee-benefits 
Equal Opportunity Employer 
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.</div>

Capacity and Scheduling Analyst

U.S. Bank

<div>At U.S. Bank, we&rsquo;re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at&mdash;all from Day One.<h2 class="jobSectionHeader">
Job Description</h2>
We are seeking a highly analytical and detail-oriented Workforce Capacity Forecasting Analyst to join our team. This role is responsible for developing and maintaining forecasting models that support workforce planning and resource optimization. The ideal candidate will have strong technical skills, experience in workforce analytics, and the ability to communicate insights effectively to business leaders.
Responsibilities:<ul><li>
Develop and maintain statistical forecasting models to support workforce capacity planning.</li><li>
Create and manage dashboards using Power BI to visualize workforce metrics and trends.</li><li>
Perform advanced data analysis using Excel, including macros and pivot tables.</li><li>
Utilize SQL to query and manipulate data for reporting and modeling purposes.</li><li>
Conduct time series analysis to identify patterns and inform resource planning.</li><li>
Collaborate with business leaders to present capacity plans and recommendations.</li><li>
Build and refine workforce analytics frameworks to support strategic decision-making.</li><li>
Model resource optimization scenarios to improve operational efficiency.</li><li>
Manage stakeholder relationships at the AVP level and ensure alignment with business goals.</li></ul>
Required Skills/Experience:<ul><li>
Bachelor's degree in a related field, or equivalent work experience</li><li>
Four to five years of statistical and/or data analytics experience</li><li>
Capacity planning or demand forecasting</li><li>
Workforce analytics and metrics development</li><li>
Resource optimization modeling</li><li>
Time series analysis</li><li>
Power BI development and dashboard creation</li><li>
Statistical forecasting and predictive modeling</li><li>
Advanced Excel functions (macros, pivot tables)</li><li>
SQL and data querying experience</li><li>
Experience presenting to executive/business leaders</li><li>
Stakeholder management at AVP level</li><li>
Strong communication skills, especially when presenting capacity plans to business lines</li><li>
Detail-oriented with a strong analytical mindset</li><li>
Self-starter who can work independently</li><li>
Comfortable working with ambiguity in data</li></ul>
Preferred skill/experience:<ul><li>
Python or R for statistical analysis</li><li>
Experience with workforce management systems</li><li>
Understanding of business operations</li></ul>
Location Expectations
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days at one of the following locations: Atlanta, GA, Gresham, OR, Cincinnati, OH, or Saint Paul, MN.
If there&rsquo;s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members&rsquo; whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):<ul><li>
Healthcare (medical, dental, vision)</li><li>
Basic term and optional term life insurance</li><li>
Short-term and long-term disability</li><li>
Pregnancy disability and parental leave</li><li>
401(k) and employer-funded retirement plan</li><li>
Paid vacation (from two to five weeks depending on salary grade and tenure)</li><li>
Up to 11 paid holiday opportunities</li><li>
Adoption assistance</li><li>
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law</li></ul>
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $86,360.00 - $101,600.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.</div>

Workforce Capacity Forecasting Analyst

<div>At U.S. Bank, we&rsquo;re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at&mdash;all from Day One.<h2 class="jobSectionHeader">
Job Description</h2>
We are seeking a highly skilled and analytical Workforce Capacity Predictive Modeling Analyst to join our team. This role is responsible for developing and optimizing predictive models that support workforce planning and capacity forecasting. The ideal candidate will have strong technical expertise, a strategic mindset, and the ability to communicate complex data insights to non-technical stakeholders.
Responsibilities:<ul><li>
Design and build predictive models to support workforce capacity planning.</li><li>
Apply machine learning techniques and statistical modeling to forecast workforce needs.</li><li>
Conduct scenario planning and simulations to evaluate potential outcomes.</li><li>
Perform data preprocessing and feature engineering to enhance model performance.</li><li>
Optimize models for accuracy, scalability, and performance.</li><li>
Present technical findings and insights to business stakeholders in a clear and actionable manner.</li><li>
Collaborate with team and stakeholders to align modeling efforts with business strategy.</li><li>
Translate complex analytical concepts into business-friendly language.</li><li>
Create reports and visualizations using Excel and PowerPoint to support decision-making.</li></ul>
Required Skills/Experience:<ul><li>
Bachelor's degree in a related field, or equivalent work experience</li><li>
Four to five years of statistical and/or data analytics experience</li><li>
Advanced programming experience in Python, R, or similar languages</li><li>
Proficiency in machine learning and predictive algorithms</li><li>
Strong background in statistical modeling and validation</li><li>
Experience with Excel and PowerPoint for reporting and presentation</li><li>
Excellent communication skills, with the ability to translate complex models into business insights</li><li>
Strong problem-solving abilities with a mathematical mindset</li><li>
Demonstrates curiosity and a commitment to continuous learning</li><li>
Proven ability to build predictive models from scratch.</li><li>
Experience in model optimization and performance tuning.</li><li>
Skilled in scenario planning and simulation techniques.</li><li>
Expertise in data preprocessing and feature engineering.</li><li>
Ability to present technical findings to non-technical audiences.</li><li>
Experience managing stakeholders at the AVP level.</li></ul>
Preferred skill/experience:<ul><li>
Basic Power BI knowledge and experience</li><li>
Workforce/capacity planning domain knowledge</li><li>
Experience with cloud platforms such as AWS and Azure</li><li>
Understanding of business strategy</li></ul>
Location Expectations
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.
Location Requirement: Candidates must reside in or near Atlanta, GA, Gresham, OR, Cincinnati, OH , or Saint Paul, MN.
If there&rsquo;s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members&rsquo; whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):<ul><li>
Healthcare (medical, dental, vision)</li><li>
Basic term and optional term life insurance</li><li>
Short-term and long-term disability</li><li>
Pregnancy disability and parental leave</li><li>
401(k) and employer-funded retirement plan</li><li>
Paid vacation (from two to five weeks depending on salary grade and tenure)</li><li>
Up to 11 paid holiday opportunities</li><li>
Adoption assistance</li><li>
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law</li></ul>
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $86,360.00 - $101,600.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.</div>

Workforce Capacity Predictive Modeling Analyst

Optum

<div><div>Join our team and take a leading role in shaping workforce planning strategy through 
advanced forecasting, capacity planning, and optimization modeling. 
You will design scalable models to address complex contact center staffing challenges- 
including inbound and blended multi-channel environments-where operational costs and 
efficiency must be continuously balanced to meet business goals. This role demands strong 
operations research expertise and proficiency in Python to automate data pipelines and integrate 
third-party optimization libraries, enabling intelligent and efficient workforce solutions. 
Strategic Workforce Optimization 
<ul><li>Develop and implement long-term forecasting models to guide workforce planning,</li></ul>
hiring plans, and budget allocation, incorporating skill-based constraints and relevant 
operational constraints. 
<ul><li>Own your projects by managing daily activities and timelines, while collaborating</li></ul>
with leadership to align staffing models with business objectives, seasonal demands, 
and evolving initiatives. 
<ul><li>Proactively and creatively explore and propose strategies to enhance operational</li></ul>
efficiency-for example, by analyzing alternative scenarios with varying risk levels 
and weighing the trade-offs between hiring additional staff and leveraging overtime. 
<ul><li>Translate operational requirements into mathematical optimization models to address</li></ul>
workforce challenges, including multi-skill staffing and other operational constraints. 
<ul><li>Conduct ad-hoc analyses to inform strategic decisions, leveraging tools like Python,</li></ul>
R, or SQL, and integrate optimization solvers such as Gurobi, CPLEX, or opensource alternatives. 
<ul><li>Act as thought leader on research initiatives to advance workforce planning</li></ul>
methodologies, including: 
o Develop Python-based automation to streamline forecasting and optimization 
processes, including automated data extraction, transformation, and model 
execution. 
o Optimizing blended inbound/outbound contact center staffing to balance cost 
and service levels</div><div>
Required Qualifications: 
<ul><li>3+ years of experience in data science, operations research, or related quantitative</li></ul>
role or graduate coursework in supply chain management, statistics, industrial 
engineering, or management science. 
<ul><li>Deep understanding of statistical modeling and optimization techniques relevant to</li></ul>
contact center strategic planning and resource allocation. 
<ul><li>Collaborate with cross-functional teams to identify and implement data-driven</li></ul>
solutions. 
<ul><li>Results-driven project leader with proven track record of managing end-to-end</li></ul>
project lifecycles. 
<ul><li>Effectively communicate complex concepts and present insights to both technical</li></ul>
and non-technical audiences with clarity and impact. 
<ul><li>Demonstrates a problem-solving mindset with a focus on scalable solutions, strong</li></ul>
attention to detail, and the ability to thrive in ambiguous situations. 
<ul><li>Expertise in at least one scripting language (e.g., Python, R) and a strong knowledge</li></ul>
of SQL and Excel. 
<ul><li>Working knowledge of workforce management tools (e.g., Genesys, NICE, Aspect).</li><li>Nice to have: Tableau or Power BI visualization platforms.</li></ul>
Preferred Qualifications: 
<ul><li>Advanced degree (MS/MBA) in business or quantitative field (engineering, statistics,</li></ul>
supply chain, and management science). 
<ul><li>Proven experience in long-term forecasting, workforce analytics, or capacity</li></ul>
planning, leveraging data-driven solutions within the healthcare industry. 
<ul><li>Familiarity with AI/ML applications in workforce optimization</li></ul></div></div>

Workforce Planning-Data Scientist

Bacardi

YOUR OPPORTUNITY As a Demand Planning Analyst, you will be responsible for preparing various reports related to Supply chain KPIs. Coordinate with commercial team for Forecast (Replenishment and Depletion) submission. Follow up with customer service team and OCs for open orders / shipment plans. You will maintain governance of forecasting and inventory management. You will pro-actively monitor and coordinate for allocation management, cut-off, OOS risk. You will support to carry out all the steps of the S&amp;OP process.A high degree of flexibility is required in this role as a large part of it is responding to the situation on hand and providing insightful analyses as needed.About YouTo be successful in this role, you will be a collaborative business partner who is able to work seamlessly within a lean and matrix organization. You have an analytical and curious mindset with an innate drive to continuously learn. You are always looking for opportunities to build efficiencies as you have a Fearless and Founders mindset.This is a 12-month fixed-term role, with potential for renewal depending on organizational requirements and individual contribution RESPONSIBILITIES - WITH OUR CONSUMER AT THE HEART YOUR KEY FOCUS WILL BECoordinate for the 3rd party distributor inventory reports and consolidate for monthly reporting.Collect and integrate monthly depletion forecast, inventory data, and in transits for distributor markets. Coordinate with commercial team for IBP Forecast submission. Validation and sanity check of IBP forecasts vs open orders. Analyze changes in forecasts / demands.Follow up with CSR team for open orders status, shipment plan and In-transit tracking. Back orders tracking and follow up with OC fulfilment teams.Prepare monthly reports and presentation for Supply Chain KPIs visibility for cluster or region. Interpret data, identify trends, and draw conclusions from the reported data which will help drive business decisions.Support Master Data maintenance related tasks. Allocation management - support in tracking orders / consumption for Allocated Products. Liaise with Finance team for data inputs as and when required. Maintain proactively documentation SharePoint repository for the supply chain teamSKILLS - THE SKILLS AND EXPERIENCE NEEDED TO CREATE YOUR LEGACY Minimum 2-3 years of experience in Supply Chain / Demand Planning / Distribution processes.Proficient in Microsoft Excel, Word, PowerPoint. Must be fluent in English. Excellent communication skills both verbal and written.Must have strong analytical, organizational and planning skills. High attention to details and ability to interpret large datasets to drive insights. Experience of IBP / BI / ERP / SAP is required. Knowledge of Demand Planning will be an additional advantage. Learning agility, adaptability, and problem-solving skills.Ability to work independently with high degree of initiative and drive. Sense of urgency and proactivity. Ability to multi-task and handle multiple priorities in a challenging, fast-paced environment.Able to collaborate within the team as well as with cross-functional stakeholders.LEADERSHIP AGILITYAt Bacardi we care deeply about finding brilliant talent who can bring the following personal attributes to help elevate our 3Fs: Fearless, Family, Founder culture to the next level.Belonging: You have a strong capacity to create a culture of Belonging , where people feel appreciated for who they are, what they do, and who they can becomeSelf-Awareness: You have high levels of self-awareness, are reflective and know yourself well, understanding both your own strengths and weaknesses and your impact on othersPeople Agility: You bring a deep ability to understand and relate to people and navigate through tough situations to harness and multiply collective performanceResults Agility: You demonstrate consistent delivery of results in first-time situations by inspiring teams, exhibiting a presence that builds confidence in yourself and others.Mental Agility: You can think critically to penetrate complex problems and expand the possibilities by making fresh connections. You think strategically whilst being execution focused and bring creativity to the challenges you re presented withChange Agility: You have a deep natural curiosity, desire to experiment and ability to effectively deal with the heat of change. You have a growth and learning mindset: ready to test, stumble, learn and apply from experienceDisclaimer: Bacardi seeks talent from all backgrounds to bring diversity of thought, agility and capability to our organization across the globe. We promote a working environment where all employees are treated and rewarded fairly. We do not tolerate any form of discrimination that adversely affects individuals or groups on the basis of national origin, race, color, religion, sex, gender, sexual orientation, marital status, disability, age, and any other legally protected aspect of a person s identity. U.S. applicants have rights under Federal Employment Laws.Perks of Working for usAt Bacardi, we are committed to providing our Primos (employees) with a comprehensive Total Rewards package of compensation, benefits, incentives, allowances, well-being, and much more to meet the needs of themselves and their families.

Demand Planning Analyst

<div>Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. 
The Workforce Planner will be responsible for assisting in the building of a forecasting and workforce model that will build a competency around forecasting demand and translating that demand into necessary workforce supply for long / medium and short term. This will include managing a capacity planning model that performs sensitivity analysis on historical data to compare staffing levels and build supply scenarios to meet future demand in a predictive manner. She/he will participate in developing a long-range strategy for the function of addressing future needs with data models, data consumption tools, predictive modeling and emerging technologies. In addition, she/he will have accountability for supporting the design, development and interpretation of workforce reports and dashboards including identifying key trends, opportunities and problem areas. 
Positions in this function are responsible for all planning, scheduling, real-time monitoring and management of staffing levels and adjusting as necessary. Responsible for analyzing, implementing and monitoring workforce planning initiatives to optimize and scale the evolving workforce with short and long-range plans. Collaborates with business leaders, Finance and other stakeholders to review existing and future workforce needs and ensure alignment with business objectives and financial goals. Collects, interprets and evaluates workforce metrics to provide data driven insights for internal and external talent pool assessments, headcount reviews, forecasting and business scenario planning. Delivers value through actionable insight addressing operation workforce risks and opportunities. 
Primary Responsibilities:<ul><li>
Analyzes and investigates</li><li>
Provides explanations and interpretations within area of expertise</li><li>
Serve as a subject matter expert on the identification and interpretation of trends and insights with respect to the overall operational effectiveness of the business with respect to workforce planning</li><li>
Develop actionable, proactive metrics that drive forecasting capabilities and strategic insights. Perform statistical analyses and forecasting techniques and glean critical insights and trends. Design reports, scorecards, dashboards and ad hoc analysis that deliver workforce insights and KPIs. Present relevant data trends and analysis findings in clear, succinct reports to key stakeholders and demonstrate the implications of those trends on the business</li><li>
Effectively manage internal and external relationships with HR Business partners, as well as Finance and Operations management and act as a credible and consultative partner who understands both business objectives and HR strategies. Highlight key organization trends and collaborate with leadership and business partners to identify causes, costs and potential interventions/solutions</li><li>
Proactively manage internal and external vendor/partner relationships to ensure technology and process outcomes meet stated expectations</li><li>
Provide high quality analyses to support evidence-based decision making</li><li>
Proactively provide data-based insights and analyses that support leaders in making decisions that positively impact their business 
Implement processes and procedures to support, streamline and in some cases, automate analytic and measurement strategies</li><li>
Be part of the annual budgeting exercise with the finance and business</li><li>
Comply with the terms and conditions of the employment contract, company policies and procedures, and any and all directives (such as, but not limited to, transfer and/or re-assignment to different work locations, change in teams and/or work shifts, policies in regard to flexibility of work benefits and/or work environment, alternative work arrangements, and other decisions that may arise due to the changing business environment). The Company may adopt, vary or rescind these policies and directives in its absolute discretion and without any limitation (implied or otherwise) on its ability to do</li></ul>
Required Qualifications:<ul><li>
6+ years of experience and 3+ in workforce analytics, planning, forecasting and/or workforce management with a large global call center</li><li>
Experience with forecasting and multi-variant statistical techniques and modeling including linear regression, multi-variant regression, etc.</li><li>
Experience with labor modeling (e.g. productivity modeling, task timing and task variance impacts)</li><li>
Solid understanding of WFM fundamentals. Proven experience in the design, development and implementation of strategic workforce planning with a very solid focus and ability to execute in a diverse/matrixed organizational environment</li><li>
Proven solid Excel skills with preferred experience in or knowledge of third party capacity planning tools</li><li>
Proven solid quantitative, qualitative, analytical, presentation and communication skills that foster the communication of succinct, actionable insights, trends and data. Ability to filter large amounts of complex data and research findings to identify interdependencies and meaningful patterns and trends</li><li>
Proven effective oral, written, presentation and interpersonal communications skills including the ability to present complex data in a logical, concise manner</li><li>
Proven ability to connect tactical deliverables with enterprise objectives and strategies</li><li>
Highly developed interpersonal skills with the ability to establish and maintain positive working relationships with stakeholders and clients at all levels including people of different cultures</li><li>
Highly developed project management skills and proven ability to deliver organizational projects within designated timelines</li><li>
Well-developed analytical and written communication skills</li><li>
Demonstrated ability to manage priorities and workflow in a fast-paced environment. Ability to work autonomously and on teams and to lead large-scale projects in complex, global, matrix organizations</li></ul> 
At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone - of every race, gender, sexuality, age, location and income - deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission.</div>

Supervisor Workforce Management

Athena

Client Onboarding Operations Manager JDRole: Manager, Onboarding OperationsManager: VP, Delegation ExperienceDirect reports: Team Leads, Onboarding OperationRole OverviewAs Manager of Client Onboarding Operations, you will be responsible for leading the planning, execution and ongoing optimization of the client onboarding function across Athena s Delegation Experience (DX) teams. This includes owning end-to-end performance, workforce planning, and client journey outcomes. You will manage and develop Team Leads, ensure high-quality and consistent onboarding delivery at scale, and champion the development of automation and tech-enabled solutions to streamline analyst workflows.This role sits at the intersection of people leadership, operational excellence, and systems innovation. You will work closely with cross-functional stakeholders to improve onboarding pathways and proactively manage capacity across DX functions. You bring both the strategic foresight and operational rigor to evolve the function, while supporting a world-class client experience.High-level ResponsibilitiesTeam Leadership &amp; People ManagementManage and develop a team of Onboarding Operations Team Leads, each overseeing onboarding analysts, ensuring alignment with team performance goals and client SLAs.Foster a strong culture of coaching, continuous improvement, and frontline ownership through regular performance reviews, mentoring, and career development.Lead structured routines to track team KPIs, pipeline health, and identify training or capacity needs.Serve as the voice of Onboarding Operations across internal stakeholder groups, bringing qualitative and quantitative insights to weekly meetings and progress reports, quarterly business reviews and other high-visibility forums. Automation &amp; Tech EnablementOwn the identification and development of automation opportunities across the onboarding journey in partnership with product and tech teams.Evaluate tech tooling and process gaps, collaborating cross-functionally to deploy scalable solutions that reduce manual overhead and improve turnaround times.Champion the onboarding team s role in testing and refining tech-enabled workflows, with a focus on seamless analyst experience and client benefit.Forecasting &amp; Workforce PlanningBuild and maintain forecasting models for team capacity, work volume, and resource planning across all onboarding teams.Partner with Delegation Experience leadership, Sales, and Operations to ensure appropriate headcount and readiness for growth targets.Monitor pipeline velocity and drive resourcing decisions to ensure effective client funnel progression and minimal bottlenecks.Operational &amp; Process ExcellenceDrive continuous improvement in onboarding SOPs, playbooks, and quality assurance frameworks.Use data and frontline insights to refine workflows, optimize analyst productivity, and remove sources of client friction.Establish operational dashboards and reporting systems for real-time visibility into performance trends, risks, and opportunities.Cross-functional PartnershipAct as the primary liaison between Delegation Experience, Product/Tech, Sales, Billings, and other stakeholders to align onboarding strategies with broader company goals.Lead initiatives to integrate onboarding success metrics into wider business OKRs.Contribute to strategic planning efforts that enhance the entire delegation lifecycle.StakeholdersDelegation Experience Team, Sales Team, Billings Team, Operations Team, Clients, XPsQualifications5+ years of experience in operations, customer onboarding, customer success, or program management roles, ideally in high-growth or tech-enabled service environments3+ years of experience directly managing people managers or multi-level teamsDemonstrated experience owning or heavily contributing to tech automation discovery and implementation, preferably in collaboration with product/engineeringProven track record developing process playbooks, change management strategies, or organizational scaling frameworksStrong proficiency with forecasting, capacity planning, and workforce modeling using tools like Google Sheets, Airtable, or BI dashboardsExperience working in or with startups, B2B SaaS, service marketplaces, or tech-enabled services is a strong plusFamiliarity with CRM systems (e.g. Salesforce, HubSpot), support tooling (e.g. Zendesk), and collaboration platforms (e.g. Glue, Slack, Notion, Asana)Competencies and SkillsLeadership &amp; Coaching: Ability to mentor, support, and drive results through others while fostering team accountabilityClient-Centric Thinking: Deep empathy for the client journey; able to anticipate and respond to needs with agility and careOperational Rigor: Strong process orientation and ability to improve workflows through data, feedback, and insightCommunication: Clear and thoughtful in both verbal and written communications across diverse audiencesCross-functional Collaboration: Skilled at working across departments to align on shared outcomesProactivity &amp; Ownership: Takes initiative, solves problems before they escalate, and is committed to continuous improvementAnalytical Thinking: Able to identify patterns in data, draw conclusions, and inform process improvementsTech Fluency: Comfortable working within CRMs, spreadsheets, and other team collaboration tools

Client Onboarding Operations Manager

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