Consultant, WFM Scheduling & Real-Time

Date: Jun 20, 2025

Primary Location: Charlotte, NC, US

Company: Lincoln Financial

Alternate Locations: Work from Home; Charlotte, NC (North Carolina); Omaha, NE (Nebraska)

 

Work Arrangement:

Remote : Work at home employee

 

Relocation assistance:  is not available for this opportunity.

 

Requisition #: 74738

 

The Role at a Glance

 

We are excited to bring on a Consultant, WFM Scheduling & Real-Time to support the Group Protection business. 

 

Background Details

 

As a Consultant on the Workforce Management team, you will serve as the subject matter expert and strategic lead for scheduling operations. This role owns the end-to-end scheduling process and ensures alignment between forecasted demand, staffing availability, and business requirements across multiple lines of business or channels. As a senior member of the WFM team, the Consultant partners closely with leadership to drive scheduling efficiency, workforce flexibility, and operational readiness. If this sounds like you, please read on!

What you'll be doing

•    Lead the creation, optimization, and continuous refinement of contact center representative schedules based on forecasts, staffing targets, and business constraints.
•    Build and manage complex shift bids, rotations, and preference-based scheduling models across multiple sites or queues.
•    Incorporate shrinkage drivers (PTO, meetings, training, etc.) into scheduling plans and maintain buffer strategies for operational resilience.
•    Evaluate scheduling effectiveness through performance metrics and provide insights to improve staffing alignment and service delivery.
•    Act as primary scheduling advisor to operation leadership, HR, and training to ensure alignment with people and performance strategies.
•    Drive innovation in scheduling through use of automation, forecasting feedback loops, and scenario planning.
•    Provide guidance, training, and quality assurance to WFM team members across the entire scheduling process.
•    Contribute to long-term capacity planning and workforce strategy by sharing scheduling trends, insights, and impacts
•    Supports on the execution of the intraday plan, partnering with WFM team members and contact center leadership on day-of operations.
•    Consult/Analyze on more complex assignments and/or projects for their assigned area(s).

What we’re looking for

Must-haves:
•    4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - Minimum Required
•    3 - 5+ Years experience in a contact center with progressive workforce management experience, with an emphasis on scheduling strategy in a medium to large contact center.
•    Deep expertise of WFM platforms (Verint, NICE WFM, etc.) with proven ability to leverage tools for advanced schedule modeling and optimization.
•    High-level proficiency in Excel and experience with analytics tools (e.g., Tableau a plus)
•    Excellent communication skills with demonstrated ability to present insights and influence stakeholders at all levels.

Application Deadline

Applications will be accepted through July 4th, 2025. Posting may be taken down earlier due to applicant volume. 

 

What’s it like to work here?

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. 

 

What’s in it for you:

  • Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes

  • Leadership development and virtual training opportunities

  • PTO/parental leave

  • Competitive 401K and employee benefits

  • Free financial counseling, health coaching and employee assistance program

  • Tuition assistance program

  • Work arrangements that work for you

  • Effective productivity/technology tools and training

 

The pay range for this position is $69,000 - $124,600 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees.  In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual.  Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

 

About The Company

Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. 

 

With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. 

 

Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. 

 

Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. 

 

Follow us on Facebook, X, LinkedInInstagram, and YouTube. For the latest company news, visit our newsroom

 

Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

 

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview.  Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.

 

Additional Information

This position may be subject to Lincoln’s Political Contribution Policy.  An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

 

Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.

 

Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.

 

This Employer Participates in E-Verify. See the E-Verify notices.

Este Empleador Participa en E-Verify. Ver el E-Verify avisos. 


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