Clipboard Health

Sales Development Rep

• Make a high volume of outbound calls each week (hundreds of dials)
• Pitch our product to prospective customers through cold outreach
• Qualify leads and book meetings for Account Executives
• Handle objections confidently and adapt messaging on the fly
• Track outreach and outcomes accurately in Salesforce
• Work with leadership to refine our messaging to customers based on the signals that you hear from your conversations

Sales Development Representative

Analyst

• Own real-time queue management across multiple lines of business, ensuring SLA protection and operational stability in a dynamic, 24/7 environment.
• Monitor live performance, identify anomalies, and conduct root-cause investigations to determine why changes are occurring, not just what is happening.
• Distill complex operational signals into clear, concise, and actionable updates for leadership and stakeholders during high-pressure incidents.
• Exercise independent judgment to resolve outliers and crisis situations that fall outside established SOPs, particularly during off-hours or low-support periods.
• Build and maintain forensic analyses of queue performance using Google Sheets, including large data manipulation, ad-hoc modeling, and automated tracking tools.
• Serve as a control function and voice of reason during incidents, coordinating actions, documenting decisions, and ensuring consistent execution of operational levers.
• Partner with Operations, and related teams to identify systemic risks, recurring issues, and opportunities for operational improvement.
• Support the development of governed, threshold-based alerting and guardrails for queue management, aux swapping, and outbound logic.
• Maintain a mission-first mindset with flexibility in working hours to support true 24/7 coverage as part of a small, highly interdependent team.

Real Time Analyst

Operations

• Lead operational strategy and execution within the Documents & Onboarding team.
• Oversee day-to-day support operations, ensuring efficient workflows, clear standards, and strong performance.
• Build and develop high-performing teams with clear responsibilities and accountability.
• Manage support systems, including ticketing tools, knowledge platforms, automation, and reporting.
• Partner with Product, Engineering, Sales, and Finance to improve processes and align customer insights with company needs.
• Maintain accuracy in volume forecasting, resource planning, incident management, and reporting.
• Drive continuous improvement through structured analysis and strong operational controls.

Operations Manager – Documents

Customer Success Manager

• Own a book of business, routinely speaking with assigned accounts, solving issues as they arise, and helping customers stay current on invoices
• Establish credibility and trust with providers and healthcare executives by demonstrating strong business acumen and understanding of clinical workflows in order to build meaningful relationships
• Clearly articulate the value proposition of our products to clinical and non-clinical stakeholders and educate on the products’ workflows
• Capture feedback from prospects on their needs, wants, and pains, and share that feedback with product teams to develop our offering
• Work cross-functionally with different teams internally to execute excellently on various trials and initiatives we perform with existing customers

Account Manager

• Own a book of business, routinely speaking with assigned accounts, solving issues as they arise, and helping customers stay current on invoices
• Establish credibility and trust with providers and healthcare executives by demonstrating strong business adamant and understanding of clinical workflows in order to build meaningful relationships
• Clearly articulate the value proposition our products to clinical and non-clinical stakeholders and educate on the products’ workflows
• Capture feedback from prospects on their needs, wants, and pains, and share that feedback with product teams to develop our offering
• Work cross functionally with different teams internally to execute excellently on various trials and initiatives we perform with existing customers

Customer Support

• This is primarily a voice-based role, with additional responsibilities that include handling emails as needed
• Deliver fast, accurate, and empathetic support to our workplace customers across voice and email, resolving shift, payment, and platform-related issues in real time
• Navigate tools like Zendesk and the Clipboard Health portal to investigate cases, update form fields, log clear internal notes, and maintain accurate documentation
• Apply sound judgment and critical thinking to troubleshoot issues, follow or adapt workflows, and escalate only when necessary
• Develop deep expertise in our products and processes to identify recurring issues or process gaps, helping improve both customer experiences and internal operations.
• Work cross-functionally with teams such as Billing, Account Management, and Worker Operations to gather the necessary information and ensure customer issues are resolved effectively
• Uphold our values such as unreasonably fast, ownership, and uncomfortably high standards in every interaction

Client Support Specialist – B2B

Client Support Specialist – Workplaces, B2B

• This is primarily a voice-based role, with additional responsibilities that include handling emails as needed
• Deliver fast, accurate, and empathetic support to our workplace customers across voice and email, resolving shift, payment, and platform-related issues in real time
• Navigate tools like Zendesk and the Clipboard Health portal to investigate cases, update form fields, log clear internal notes, and maintain accurate documentation
• Apply sound judgment and critical thinking to troubleshoot issues, follow or adapt workflows, and escalate only when necessary
• Develop deep expertise in our products and processes to identify recurring issues or process gaps, helping improve both customer experiences and internal operations.
• Work cross-functionally with teams such as Billing, Account Management, and Worker Operations to gather the necessary information and ensure customer issues are resolved effectively.

• Deliver fast, accurate, and empathetic support to our workplace customers across voice and email, resolving shift, payment, and platform-related issues in real time
• Navigate tools like Zendesk and the Clipboard Health portal to investigate cases, update form fields, log clear internal notes, and maintain accurate documentation
• Apply sound judgment and critical thinking to troubleshoot issues, follow or adapt workflows, and escalate only when necessary
• Develop deep expertise in our products and processes to identify recurring issues or process gaps, helping improve both customer experiences and internal operations.
• Work cross-functionally with teams such as Billing, Account Management, and Worker Operations to gather the necessary information and ensure customer issues are resolved effectively.
• Uphold our values such as unreasonably fast, ownership, and uncomfortably high standards in every interaction

People Operations

• Partner with leaders and managers on personnel decisions.
• Conduct quarterly departmental audits to improve operations.
• Own and execute initiatives with team-wide impact.
• Notice and constantly solve problems of all kinds.

Strategy & Operations, People

• Partner with leaders and managers across the company on key personnel decisions and challenges
• Conduct quarterly departmental “audits” that dive deep into each team
• Own and execute initiatives that have team-wide or organizational-wide impact
• Notice and constantly solve problems of all kinds

Revenue Operations

• Run marketing experiments to increase inbound leads
• Build a system for targeting competitors
• Create an algorithm that identifies churn in high utilization customers
• Develop an outbound email strategy

Revenue Strategy and Operations

Chief Marketing Officer

• Define What Strategies and Initiatives to Pursue.
• Build and Manage the Marketing Team, owning outputs.
• Work as a Player-Coach, executing as an individual contributor.
• Bring More Workers to Clipboard, expanding beyond per-diem nursing.
• Expand Presence with Workplaces, developing user-type specific strategies.
• Own Customer Acquisition Cost, ensuring activations drive returns.
• Up-skill the Org, setting an example of high-quality messaging.

Sales Development Representative

Sales Development Representative

Real Time Analyst

Operations Manager – Documents

Customer Success Manager

Account Manager

Client Support Specialist – B2B

Client Support Specialist – Workplaces, B2B

Client Support Specialist – Workplaces, B2B

Client Support Specialist – Workplaces, B2B

Strategy & Operations, People

Strategy & Operations, People

Revenue Strategy and Operations

Director of Marketing