Capacity Associate

2 weeks ago


Chicago, United States Arabella Advisors Full time

**Capacity Associate, Partner Solutions (Hybrid in Durham, NC; Chicago, IL; or Washington, DC)**

The Capacity Associate, a member of Operational Excellence within Partner Solutions, supports the capacity team to ensure day-to-day operations and data management within the capacity team are functioning with client service standards in mind.

The position reports to the Associate Director within Operational Excellence, supporting in maintaining various capacity tools and data within the CRM (Salesforce) and PSA (Certinia) platforms. This position is responsible for independent execution of administration and operational tasks and works directly with multiple internal teams.

**Essential Responsibilities**

Under the guidance of the Capacity Manager:

- Own operational functions of capacity daily management including:

- Resource Request creation and upkeep within Salesforce and Certinia
- Capacity Timecode creation and upkeep within Salesforce and Certinia
- Capacity case system and inbox triage to ensure task completion within client service standards, identifying trigger points for escalation to senior team members
- Timesheet inbox triage and response, acting as the point person for Partner Solutions Account Team questions and requests related to timecode assignments
- Ad-hoc data export requests from various Parter Success Account Team stakeholders
- Own operational functions of capacity systems and data maintenance including:

- Partner Solutions Organization Chart Updates in partnership with department leadership
- Salesforce CRM data accuracy related to capacity metrics
- Recurring systems maintenance and audits
- Support in the execution of stakeholder relationships through:

- Participate in various cross-team stakeholder calls to capture comprehensive notes and gain deeper insights into overarching team initiatives
- Ad-hoc reporting for senior leadership
- Analyze current capacity metrics and staffing needs using existing tools to make informed recommendations related to temporary coverage assignments
- Partner with department leadership to support communications on behalf of the Capacity team, under the guidance of the Capacity Associate Director.
- Technology Implementation _
- Support the Capacity Manager to troubleshoot and triage reported capacity management tool issues and work with business technology to facilitate resolution of issues.
- Consult with the Capacity Manager for complex reporting often supporting with larger data pulls and uploads
- Upload and maintain project pricing tool data within Certinia using monthly queries provided by the Pricing and Profitability team.

**Other Responsibilities**
- Support the implementation of department and organizational policies and procedures as they are introduced
- Routinely apprise and align with internal stakeholders on the status of tasks; sharing processes and other relevant project data to senior team members, as needed
- Contribute to the development of more efficient processes, systems, and technology as assigned
- Contribute to the achievement of team initiatives and internal projects as assigned
- Maintain a thorough understanding of PSA and Certinia reporting features

**To Be Successful in This Role, You’ll Need**
- 2-4 years of relevant professional experience
- High attention to detail and process oriented
- Ability to prioritize effectively and manage towards multiple deadlines simultaneously
- Excellent time management skills
- Strong written and verbal communication skills
- Ability to use available resources and feedback to continually pivot, adapt, and grow
- Effective collaboration skills and team player
- Ability and understanding of how to use Microsoft Office Suite
- Ability and understanding of how to use CRM database management
- Ability to work inclusively and collaboratively with diverse teams and audiences

**Our Core Competencies**
- The ability to provide excellent, reliable service, including the ability to effectively recognize and elevate potential challenges, gather the information necessary to create and carry out solutions, and support those solutions with clear communications and thorough follow up.
- The ability to manage time, resources, and priorities to complete tasks on time with high-quality results
- The ability to be a positive and professional liaison for stakeholders such as clients, team members, and senior leaders, including understanding how the role relates to those stakeholders and how to gather information and resources from them in order to achieve certain goals
- The ability to communicate clearly, concisely, and professionally to various audiences over various mediums.
- The ability to effectively collaborate, including a willingness to go above and beyond to help the team achieve goals, solicit others’ perspectives, share knowledge, and participate in activities that support diversity and inclusion
- A demonstrated eagerness to learn and take on new challenges, including an openness to



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