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  • Workforce & Steering Senior Manager

Workforce & Steering Senior Manager

  • Hybrid (Lisboa, Lisboa, Portugal)

PURPOSE OF THE ROLE

The Workforce & Steering Manager is responsible for the accuracy and reliability of volume forecasting and the day-to-day steering of the contact centre workforce across internal and partner channels.

This role acts as the operational backbone of workforce planning: it owns forecast production, volume distribution between internal teams and partners, staffing and shift plans, real-time intraday steering, and capacity/training planning — ensuring the front line always has the right resources at the right time ( planning ahead).

The role partners closely with the Manager, Workforce & Performance, providing dedicated forecasting and steering expertise and ensuring these critical activities never depend on a single point of ownership.

This is a build-from-scratch role: processes, tools, and ways of working are not yet in place, so the person needs to operate independently and take ownership from day one.

KEY RESPONSIBILITIES

Forecasting & Volume Steering

Build and maintain short-, medium-, and long-term volume forecasts (calls, chats, emails, tickets) based on historical trends, seasonality, and business events.

Extend forecasting methodology to different types of activities beyond standard contact volumes, adapting models and assumptions as new needs arise.

Forecast and steer volumes across multiple language markets, reflecting the company's multi-lingual, Switzerland-based footprint.

Own the split of volume between internal teams and outsourcing/BPO partners, adjusting allocation as demand and capacity evolve.

Continuously monitor forecast accuracy and refine models, tools, and assumptions to improve precision.

Alert Operations leadership early to significant forecast deviations or emerging volume risks.

Ensure contract requirements are respected (BPO Partners)

Staffing & Real-Time Management

Design and maintain staffing plans and shift schedules that balance service level targets with efficiency and employee wellbeing.

Own real-time / intraday steering: monitor performance against plan, adjust staffing and breaks, and escalate deviations as they happen.

Coordinate staffing adjustments across internal teams and partner sites to maintain service continuity.

Capacity & Training Planning

Manage capacity planning for new hires, attrition, seasonal peaks, and planned absences.

Plan and coordinate training capacity needs in line with hiring and volume forecasts, ensuring training does not compromise coverage.

Maintain a rolling view of capacity risk and flag gaps ahead of time.

Collaboration & Continuity

Act as a dedicated backup and close partner to the Manager, Workforce & Performance on all forecasting and steering matters.

Ensure critical steering activities are documented and shareable, reducing reliance on a single person.

Partner with Operations, Training, and Partner/BPO teams to align on volume, staffing, and capacity decisions.

REQUIRED SKILLS & QUALIFICATIONS

4+ years of experience in workforce management, forecasting, or capacity planning, ideally within a call center, customer care, or BPO environment.

Experience working with outsourcing/BPO partners and managing volume distribution across internal and external teams is a strong plus.

Proficiency with WFM tools (e.g., NICE, Genesys, Verint, Calabrio, or equivalent) and strong Excel skills; BI tools (Power BI, Tableau) a plus.

Strong analytical mindset — comfortable building and refining forecasting models from historical data, and creative/out-of-the-box thinking to design forecasting approaches for new or non-standard activities.

Solid understanding of core contact center KPIs (Service Level, AHT, Occupancy, Shrinkage, Adherence, etc.).

Rigorous and precise, with a strong track record of respecting timelines and contractual agreements.

High resistance to stress, able to stay effective under pressure and tight deadlines.

Highly autonomous and self-driven, comfortable building processes and ways of working from scratch with limited existing structure.

Clear communicator, able to coordinate across internal teams and external partners.

Autonomous in his work, fluent in English; must be able to forecast and steer volumes across multiple language markets (Switzerland-based, multi-lingual environment).

Degree in Business, Statistics, Engineering, or a related field — or equivalent experience.

Used to model with AI

KEY PERFORMANCE INDICATORS (KPIs) FOR THIS ROLE

Forecast accuracy per internal (volume and influencing factors) within target variance.

Schedule adherence and occupancy across internal and partner teams.

Service Level achievement against target.

Accuracy and timeliness of volume split decisions between internal/partner channels.

Capacity and training plan alignment with actual demand.

WHAT SUCCESS LOOKS LIKE

Six months into the role, a successful Workforce & Steering Manager will have: a forecasting process and model that is accurate, documented, and no longer dependent on a single person; a clear and well-governed approach to internal/partner volume distribution; and a real-time steering practice that catches and corrects issues before they impact service level.

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