Director, Workforce Management

UpgradePhoenix, AZ
Onsite

About The Position

The Director of Workforce Management is a newly created senior role on the PSC Operations SVP's leadership team, built to establish dedicated WFM ownership at a critical inflection point. The Director will own end-to-end WFM strategy — forecasting, on/offshore capacity, real-time analytics, and tooling — and must be equally comfortable at the executive table and in the operational weeds, influencing across functions without direct authority.

Requirements

  • 8+ years in Workforce Management, with 3+ years in a senior leadership role in a multi-channel contact center
  • Experience managing hybrid on/offshore WFM models and BPO partner relationships
  • Proficiency with WFM platforms including automation, queue management, agent skilling, and system integrations
  • Strong analytical skills — SQL, Tableau, DBvisualizer, or equivalent; able to self-service data independently
  • Proven cross-functional influencer with a track record of measurable WFM performance improvement (SLA, occupancy, absence, cost)
  • Executive presence and communication skills; experience building or significantly maturing a WFM function
  • English is required for all positions, as it involves interacting with staff at Upgrade's offices worldwide.

Nice To Haves

  • Bachelor's degree in Business, Operations, Data Analytics, or equivalent experience
  • Background in fintech, financial services, or a high-growth startup environment
  • Experience leading WFM through a contact center model transition (single-site to multi-site or onshore to hybrid BPO)

Responsibilities

  • Own the comprehensive WFM strategy across Customer Service, Application Verifications, Servicing & Collections, Fraud Operations, and QA/QI — spanning forecasting, capacity planning, RTA, schedule optimization, and technology roadmap
  • Lead the transition to a hybrid on/offshore operating model, managing capacity allocation between onshore staff and BPO partner to optimize service levels and cost
  • Serve as the enterprise authority on capacity decisions, providing cross-functional neutrality and executive-level visibility into workforce performance and staffing risk
  • Define and drive the WFM automation roadmap — queue monitoring, agent skilling, overflow strategy, and system integration — championing the shift from manual to automated, scalable processes
  • Partner with PSC Technology, Ops Product, and Analytics to ensure tooling integrations, forecasting models, and dashboards are stable, current, and actionable for leadership
  • Present WFM performance data and strategic recommendations to the SVP and senior leadership team
  • Lead and develop the WFM team, establishing clear expectations, coaching structures, and a proactive, data-driven culture
  • Define clear scope boundaries between WFM and adjacent teams to ensure focused accountability

Benefits

  • Competitive salary and stock option plan
  • 100% paid coverage of medical, dental and vision insurance
  • Flexible PTO
  • Competitive 401(k) and RRSP program
  • Opportunities for professional growth and development
  • Paid parental leave
  • Health & wellness initiatives
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