Resource Allocation Planner

**Resource Allocation Planner - Spain or South Africa based**
Certification cluster - reporting to Central Allocation Team

**Purpose description, summarizing the contribution to the wider company strategy & goals**

Top Employers Institute is actively seeking a dynamic and results-driven Resource Allocation Planner

to join our team. This full-time position offers the opportunity to be based in either Spain or South

Africa. The primary focus of this role is to efficiently assist and coordinate resource allocation across

abilities, advanced proficiency in Salesforce, and a thorough understanding of scheduling tools. This

role centers on enhancing the external and internal client's experience and plays a crucial part in

improving our operational efficiency and scalability by reinforcing the capabilities of the Certification

Cluster.

**Key result areas and main activities**

**1. Project Planning and Scheduling Tools**
- Carry out delegated activities to support the production of workstream and project plans

that identify and organize all the activities needed to deliver project objectives and that

comply with the organization's project management framework.
- Demonstrate proficiency in scheduling tools to effectively manage resource calendars and

schedules.

**2. Customer Relationship Management (CRM) Data**

Enter relevant information into the CRM system, and where needed schedule follow-up

actions and create call plan to ensure that the organization has quality data to enable

effective customer retention and business development activities.

Support with cleaning and maintaining accurate data into the CRM system to ensure that

the organisation has quality data to enable effective operational activities.

Utilize Salesforce to maintain accurate records of resource availability, allocations, and

utilization.

**3. Client & Customer Management (Internal)
- Stakeholder communication**

Help manage internal clients by carrying out standard activities and providing support to

others.

Communicate effectively with cross-functional teams to ensure clear understanding of

project requirements, timelines and deliverables.

Foster strong working relationships with internal stakeholders, promoting a collaborative

and customer-focus culture.

Serve as a liaison between the Central Allocation team and other departments and

Certification Community colleagues to facilitate information sharing and problem

resolution.

**4. Work Scheduling and Allocation**:
Work closely with stakeholders to understand resource needs and priorities across the

cluster. Assist in the allocation of resources to various projects and initiatives according to

established guidelines and timelines.

**5. Procedural Improvement**:
Identify areas for process improvement within the resource allocation workflow.

Collaborate with cross-functional teams to implement solutions that streamline processes and enhance efficiency.

**6. Operational Compliance**

Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.

**7. Documentation Preparation**:
Maintain comprehensive documentation of resource allocation processes, guidelines, and best practices.

Help to generate regular reports to track resource utilization, identify bottlenecks, and make data-driven recommendations for improvement.

**Competencies**
- Collaboration
- Customer focus
- Global perspective
- Ensures accountability
- Communicates effectively
- Action Oriented
- Plans and aligns
- Decision Quality
- Organizational and technical savvy

**Qualifications**:

- Bachelor's degree in Business Administration, Management, or related field.
- Excellent communication and interpersonal skills, with the ability to effectively interact with stakeholders at all levels.
- Strong organizational skills and attention to detail.
- Ability to prioritize tasks and manage multiple projects simultaneously.
- Proficiency in Salesforce or similar CRM software.
- Proven experience in resource allocation, task monitoring, project coordination, or related role.
- Analytical mindset with the ability to interpret data and generate actionable insights.
Language: English, (a nice to have any of the following: Spanish, German, French or Dutch)
- Position type: Full-time
- Location: Spain or South Africa
- Proactive problem-solving abilities and a commitment to continuous improvement.