The Resource Planning Lead owns enterprise workforce forecasting and capacity planning, translating projected workload demand into staffing requirements across operational functions. This role develops and maintains forecasting models, aligns workforce plans with business objectives, and partners with leaders across Operations, Finance, and HR to ensure the organization has the right resources in place to meet service, productivity, compliance, and financial goals. The Team Lead serves as the subject matter expert for forecasting methodologies, workforce planning processes, and capacity management tools.

What Youll Own

• Lead end-to-end forecasting and capacity planning activities across operational functions, converting projected demand into staffing requirements and hiring recommendations.

• Develop and maintain short-, mid-, and long-range forecasting models using historical trends, business drivers, workload assumptions, and operational changes.

• Partner with Operations, Finance, and HR to align workforce plans with budget cycles, hiring strategies, productivity expectations, and organizational goals.

• Produce actionable staffing plans that proactively identify resource gaps, surpluses, risks, and opportunities.

• Conduct variance analyses and continuously improve forecasting accuracy, planning assumptions, and workforce models.

• Collaborate with workforce management and operational leaders to translate capacity plans into executable staffing and work allocation strategies.

• Support strategic initiatives, including new business implementations, operational expansions, process transformations, technology deployments, and outsourcing assessments.

• Serve as the subject matter expert for workforce planning methodologies, capacity models, forecasting tools, and workforce analytics.

Leadership Competencies

Integrity & Trust 1 the threshold expectation for every role at HealthEdge, above and ahead of the competency framework.

Core competencies for this role:

• Leadership & Accountability

• Grow & Innovate

What You Bring

• 5 or more years of experience in workforce planning, forecasting, capacity planning, or workforce management.

• Demonstrated experience owning complex workforce forecasting and capacity planning processes operational environments.

• Strong analytical, problem-solving, and workforce modeling skills, including advanced Excel proficiency; SQL and planning tools experience preferred.

• Experience partnering with Finance, HR, and business leaders on headcount and budget planning.

• Ability to communicate workforce risks, staffing recommendations, and planning insights to leaders at multiple levels.

What Success Looks Like

• Staffing requirement outputs give leadership enough lead time to close gaps before they create operational or compliance impact

• Workload forecasting models stay current as intake trends, productivity benchmarks or regulatory requirements shift

• Capacity plans translate cleanly into daily and weekly work assignment frameworks with minimal rework by WFM scheduling teams

Geographic Responsibility: Remote, US

Type of Employment: Full-time, permanent

FLSA Classification (USA Only): Exempt

Work Environment: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job:

• The employee is occasionally required to move around the office. Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

• Work across multiple time zones in a hybrid or remote work environment.

• Long periods of time sitting and/or standing in front of a computer using video technology.

• May require travel dependent on company needs.

The above statements are intended to describe the general nature and level of the job being performed by the individual(s) assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required. HealthEdge reserves the right to modify, add, or remove duties and to assign other duties as necessary. In addition, reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position in compliance with the Americans with Disabilities Act of 1990. Candidates may be required to go through a pre-employment criminal background check.

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**The annual US base salary range for this position is $94,000 to $100,000. This salary range may cover multiple career levels at HealthEdge. Final compensation will bedeterminedduring the interview process and is based on a combination of factors including, but not limited to,your skills, experience,qualificationsand education.