The pathway
How you actually get there, here
How you become one varies far more by country than what one does. This is the UK route. Most people take one of these ways in; the right one depends on where you're starting from.
- 1
Workforce Management (WFM) Analyst (L2)
3-5 yearsSkills to master
- Mastering short-term forecasting, scheduling agents, intraday management, and understanding core WFM metrics like adherence and service level. You'd be comfortable with Erlang C and using a WFM tool.
You're ready to move on when
- Consistently hitting forecast accuracy targets for short-term periods.
- Independently creating and optimising agent schedules.
- Proactively identifying and resolving intraday staffing issues.
- Demonstrating strong analytical skills with WFM data.
- 2
Contact Centre Data Analyst (L2)
3-5 yearsSkills to master
- Deep-diving into customer interaction data, understanding key contact centre KPIs, building basic dashboards, and using SQL to extract insights from various systems (CRM, telephony).
You're ready to move on when
- Regularly identifying actionable insights from customer data.
- Building clear and accurate operational reports.
- Proficient in SQL and a BI tool like Tableau.
- Proactively identifying data quality issues.
- 3
Process Improvement Specialist (L2)
3-5 yearsSkills to master
- Mapping business processes, identifying inefficiencies, proposing solutions, and documenting new workflows. Often involves working closely with operations teams to implement changes.
You're ready to move on when
- Successfully leading small-scale process improvement initiatives.
- Documenting processes clearly and concisely.
- Gathering requirements and feedback from operational teams.
- Demonstrating a structured approach to problem-solving.