Workforce Management Analyst jobs in United States
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Relativity · 11 hours ago

Workforce Management Analyst

Relativity is a company focused on providing effective staffing and scheduling solutions. The Workforce Management Analyst role involves translating forecasted demand into optimized schedules and staffing recommendations while collaborating with global teams to enhance workforce practices.

ComputerEdiscoveryEnterprise SoftwareInformation TechnologyLegalLegal TechSoftware

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

Qualification

Workforce ManagementData AnalysisForecastingMicrosoft ExcelSalesforceBusiness Intelligence (BI)CRM AdministrationData VisualizationPerformance MetricsRevenue RecognitionSales OperationsMarketing Operations

Required

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

Preferred

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

Benefits

Annual performance bonus
Long-term incentives

Company

Relativity

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Leading legal data intelligence company that builds technology to help users organize data, discover the truth, and act on it.

Funding

Current Stage
Late Stage
Total Funding
$845M
Key Investors
JPMorgan Chase & Co.Silver LakeICONIQ Growth
2026-01-16Debt Financing· $720M
2021-03-18Private Equity
2015-02-03Private Equity· $125M

Leadership Team

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Phil Saunders
Chief Executive Officer
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Kirk Larsen
Chief Financial Officer
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Company data provided by crunchbase