Workforce Management and Customer Success Planning Director

Posted:
9/12/2024, 8:41:51 AM

Location(s):
Indiana, United States

Experience Level(s):
Senior

Field(s):
Customer Success & Support ⋅ Sales & Account Management

Workplace Type:
Remote

Does your definition of success mean empowering others?

Then Jobber might be the place for you! We’re looking for a Workforce Management and Customer Success Planning Director to be part of our Customer Success department.

Jobber exists to help people in small businesses be successful. We work with small home service businesses, like your local plumbers, painters, and landscapers, to transform the way service is delivered through technology. With Jobber they can quote, schedule, invoice, and collect payments from their customers, while providing an easy and professional customer experience. Running a small business today isn’t like it used to be—the way we consume and deliver service is changing rapidly, technology is evolving, and customers expect more. That’s why we put the power and flexibility in their hands to run their businesses how, where, and when they want! 

Our culture of transparency, inclusivity, collaboration, and innovation has been recognized by Great Place to Work, Canada’s Most Admired Corporate Cultures, and more. Our employees likewise love the Jobber culture with 93% of employees recommending Jobber and 100% approving of our CEO (according to Glassdoor).  Jobber has also been named on the Globe and Mail’s Canada’s Top Growing Companies list, and Deloitte Canada’s Technology Fast 50™, Enterprise Fast 15, and Technology Fast 500™ lists. 

About This Opportunity:
As the Director of Workforce Management and Customer Success Planning, you will lead the effective management and forecast of labour requirements for the Customer Success organization. You will be responsible for forecasting volume and real-time scheduling on a day-to-day and hour-to-hour basis, managing staff schedules across multiple channels based on historical and anticipated volume.  You will work with a variety of key stakeholders across functions to achieve optimal team performance results. In this role, you will report to the VP of Customer Experience, partnering closely with Customer Success leadership to drive improvements that optimize the customer experience.

Responsibilities 

  • Leads the development, execution and communication of the Customer Success Org’s workforce planning roadmap, to optimise and scale its workforce and to create strategic long-range plans.
  • Lead and oversee capacity and workforce planning, forecasting, real-time management scheduling, analysis of metric data and service level achievement
  • Engage in continuous review and assessment of  optimal staffing levels required to meet demand forecasted, response time targets and service levels
  • Create and implement schedules that align workforce resources to volume; minimize over/understaffing while accounting for seasonality and fluctuations for a team of approx 100 customer facing employees working 7 days a week.
  • Conduct rigorous daily, intra-daily, weekly, monthly, and annual comparisons between actual results and forecasts to ensure precise staffing alignment and real time agile adjustments.
  • Analyze data and trends to provide strategic recommendations, predict future needs and improve performance against service levels. 
  • Develop and implement processes to increase forecasting and staffing accuracy.
  • Proactively monitor key performance indicators such as response time and customer satisfaction to improve team performance
  • Manage Business Process Outsourcing (BPO) vendor relationships and ensure strategic alignment of resources to business objectives.
  • Monitor real-time schedule adherence and agent utilization and partnering with the direct managers to ensure desired behaviours
  • Collaborate with internal stakeholders to Identify and recommend operational  support improvements, tools, and technology to reduce and eliminate performance gaps.
  • Create comprehensive reports and present actionable insights to senior leaders, highlighting areas for optimization.
  • Identify and manage the communication of real time volume drivers and system outages that impact performance  and escalate interruptions to appropriate business leader

Requirements 

  • 10+ years of experience leading and developing staffing demand and capacity models with expertise in Customer Success for a SaaS or subscription based business 
  • Bachelor's degree in a related field or equivalent work experience.
  • Domain expertise in Customer Success with experience working on Support tools like Zendesk, RingCentral, Intercom, SFDC
  • Experience managing outsourced partners and BPO vendors ensuring delivery against performance targets and strategic alignment with business objectives 
  • Strong analytical skills and quantitative data analysis of business information with the ability to draw insights and communicate them to stakeholders
  • Demonstrate strong skills and proficiency in project management, change management, and strategic planning

What you can expect from Jobber:

Having been named as a Top 10 Great Place to Work in Canada, we walk the talk. Here are just some of the great things you can expect from us:

  • A total compensation package that includes an extended health benefits package with fully paid premiums for both body and mind, retirement savings plan matching, and stock options.
  • A dedicated Talent Development function, including Development Coaches, to help build the career you want and hit the goals you set, while ensuring you’re reaching your fullest potential.
  • Support for all your breaks: from vacation to rest and recharge, your birthday off to celebrate, health days to support your physical and mental health, and parental leave top-ups to support your growing family.
  • A unique opportunity to build, grow, and leave your impact on a $400-billion industry that has no dominant player...yet.
  • To work with a group of people who are humble, supportive, and give a sh*t about our customers. 

We believe that diverse teams perform better and that fostering an inclusive work environment is a key part of growing a successful team. We welcome people of diverse backgrounds, experiences, and perspectives. We are an equal opportunity employer, and we are committed to working with applicants requesting accommodation at any stage of the hiring process.

A bit more about us:

Job by job, we’re transforming the way service is delivered. Your lawn care provider, home cleaning service, plumber or painter could use Jobber to better connect with their customers, save time in the office, invoice faster, and get paid! We’re bringing tens of thousands of people together with technology to deliver billions of dollars a year in services to happy customers. Jobber exists to help make these small businesses successful, and when they’re successful we all win!