Team Planning Partner
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Job Description
Team Planning Partner managing team staffing and planning for LATAM region in a remote role. Collaborating with delivery leadership to enhance staffing practices and team efficiency.
Responsibilities:
- Taking ownership of team planning for a high-velocity segment of the business through rapid knowledge transfer, then Partnering with Delivery leadership to develop and maintain strategic staffing plans across projects and customers.
- Owning day-to-day staffing decisions grounded in data, context, and established criteria; partnering with Delivery Directors and Engagement Managers by surfacing recommendations and trade-off options where decisions involve strategic priorities or resource constraints.
- Executing team planning activities that balance capacity, skills, utilization, and professional development.
- Auditing and maintaining accuracy across resourcing plans, PSA tools, reporting, and Salesforce, including documentation gaps, data needs, and process improvement opportunities.
- Identifying resourcing risks and constraints early, and proposing thoughtful solutions and trade-offs.
- Providing insights and recommendations based on capacity trends, pipeline changes, and delivery needs.
- Maintaining an up-to-date view of team availability, skills, and allocations.
- Supporting forecasting, scenario planning, and prioritization efforts led by the Team Planning Manager.
- Serve as the practitioner voice in the continuous improvement of team planning processes, tools, and standards.
Requirements:
- 4–6 years of experience in resource management, capacity planning, delivery operations, or a related role within a professional services, consulting, or agency environment.
- Ability to ramp quickly, embrace ownership of existing processes, navigate ambiguity, and work effectively across teams.
- Comfortable executing today's processes while informing tomorrow's. You’re willing to take ownership of executing established planning process *and* contributing to designing the broader team planning function.
- Strategic mindset that considers long-term professional development and optimal staffing—not just speed to start.
- Strong point of view on resource management grounded in prior experience—able to make trade-offs in complex environments, distinguish what drives success from what creates unnecessary overhead, and recommend practices that fit the business need rather than process for process' sake.
- Proven ability to audit, validate, and improve data quality across resourcing tools and reporting systems.
- Excellent, proactive communication and stakeholder management skills.
- Experience working with PSA tools (e.g., Kantata) and CRM systems (e.g., Salesforce), with comfort adapting as our systems and tooling evolve.
Benefits:
- Fully remote work environment.
- Annual company camp to connect, reflect, and plan.
- Strong emphasis on professional development and career growth.
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