WFM Capacity Planning Lead

BILL

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profile Job Location:

San Jose, CA - USA

profile Monthly Salary: Not Disclosed
Posted on: 30+ days ago
Vacancies: 1 Vacancy

Job Summary

Innovate with purpose

At BILL we believe in empowering the businesses that drive our economy. By replacing outdated financial processes with innovative tools we help businessesfrom startups to established brandsmake smarter decisions and gain control of their operations. And we dont stop there: were creating the future of financial automation so businesses can spend more time on what matters.

Working here means you become part of a vision-driven team thats ready to tackle challenges and build cutting-edge solutions. We value purpose drive and curiosityand we thrive in a fast-paced ever-changing environment. Whether in one of our offices in San Jose CA Draper UT or working remotely BILLders collaborate to deliver real impact for businesses that need more time in their busy weeks.

BILL builds high performing teams and we seek to hire the best talent for every role. Were committed to building a workplace that fosters inclusion and diverse perspectives valuing each persons unique skills and experiences. Wed love to hear from youyou might be just what were looking for whether in this role or another.

Lets give businesses more time for what matters.

Make your impact within a rapidly growing Fintech Company

Join the CXO Shared Services team at BILL where we drive operational excellence and enable scalable growth for a dynamic customer-centric fintech leader. As the WFM Capacity Planning Lead you will play a pivotal role in ensuring our workforce is optimally aligned to business needs directly impacting customer experience and operational efficiency. This is an opportunity to shape how BILL anticipates plans and adapts to rapid changemaking a tangible difference in a high-growth environment.

Responsibilities:

  • Develop and maintain short- and long-term capacity plans to ensure the right staffing levels across multiple customer-facing teams.
  • Analyze historical data business trends and forecast inputs to create actionable staffing models and recommendations.
  • Drive strong WFM operational rigor across multiple outsourced (BPO) partners and sites
  • Partner with cross-functional stakeholders to understand business drivers upcoming initiatives and volume impacts translating them into workforce requirements.
  • Monitor real-time and projected performance against plan identifying risks and proactively recommending adjustments.
  • Present capacity insights and recommendations to leadership supporting data-driven decision-making.
  • Continuously improve planning processes tools and reporting to drive greater accuracy and efficiency.
  • Collaborate with Workforce Management Operations and Finance to align on headcount budget and resource allocation.

Wed love to chat if you have:

  • 5 years of experience in workforce management capacity planning or business analytics within a fast-paced service-oriented environment.
  • Strong analytical and problem-solving skills with the ability to interpret complex data and translate it into clear actionable plans.
  • Proficiency with workforce planning tools (Calabrio) Excel/Google Sheets and data visualization platforms (Tableau).
  • Excellent communication and collaboration skills with a track record of building productive relationships across teams.
  • A proactive results-driven mindset and comfort working with ambiguity and evolving priorities.

Visa Sponsorship: Please note that this position is not eligible for visa sponsorship. Applicants must have authorization to work in the United States without requiring visa sponsorship now or in the future.

The estimated salary range for this role is noted below for our San Jose based role. Our ranges for each role and job level are based on a variety of factors including candidate experience expertise and geographic location and may vary from the amounts listed above. The role is also eligible for a competitive benefits package that includes: medical dental vision life and disability insurance 401(k) retirement plan flexible spending & health savings account paid holidays paid time off and other company benefits.

San Jose pay range
$99800$124800 USD

The estimated base salary range for this role is noted below for our office location in Draper UT. Additionally this role is eligible to participate in BILLs bonus and equity plan. Our ranges for each role and job level are based on a variety of factors including candidate experience expertise and geographic location and may vary from the amounts listed above. The role is also eligible for a competitive benefits package that includes: medical dental vision life and disability insurance 401(k) retirement plan flexible spending & health savings account paid holidays paid time off and other company benefits.

Draper UT pay range
$84900$106100 USD

Our ranges for each role and job level are based on a variety of factors including candidate experience expertise and geographic location and may vary from the amounts listed below. The role is also eligible for a competitive benefits package that includes: medical dental vision life and disability insurance 401(k) retirement plan flexible spending & health savings account paid holidays paid time off and other company benefits. The estimated salary ranges noted below roles in the specific geographic zones

Zone 1- San Francisco Bay Area CA (includes HQ) New York City Seattle Los Angeles County
$99800$124800 USD
Zone 2- CA (Non San Francisco Bay Area and Los Angeles County) Austin TX Massachusetts
$89900$112300 USD
Zone 3 -Utah (includes Utah office) Houston TX Florida North Carolina
$84900$106100 USD

Whats in it for you

Redefining how businesses automate their work is a fast-paced exciting and fun environment. But we also have benefits and perks to ensure the magic isnt only experienced by our customers but by our employees as well.

Here is a preview of some of the amazing benefits here at BILL:

  • 100% paid employee health dental and vision plans (choose HMO PPO or HDHP)
  • HSA & FSA accounts
  • Life Insurance Long & Short-term disability coverage
  • Employee Assistance Program (EAP)
  • 11 Observed holidays and wellness days and flexible time off
  • Employee Stock Purchase Program with employee discounts
  • Wellness & Fitness initiatives
  • Employee recognition and referral programs
  • And much more

Dont believe us Check out our culture benefits and teams on our career site LinkedIn Life or YouTube pages.

BILL is an Equal Opportunity Employer. We believe our best ideas come from the unique stories perspectives and experiences of our team members. We welcome people of all backgrounds abilities and identities to bring their authentic selves and contribute to our culture.

We are committed to a transparent inclusive hiring process that reflects our values. If you need accommodations at any stage please contact . To ensure a fair evaluation our Candidate Integrity Policy prohibits the use of unapproved external assistance including generative AI during live interviews or assessments. Doing so will result in a review and potential disqualification.

Our Applicant Privacy Notice describes how BILL treats the personal information it receives from applicants.

Innovate with purposeAt BILL we believe in empowering the businesses that drive our economy. By replacing outdated financial processes with innovative tools we help businessesfrom startups to established brandsmake smarter decisions and gain control of their operations. And we dont stop there: were ...
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