Clipboard Health

Operations

• Redesign our process for reaching out to workplaces about converting them to new methods of payment.
• Research, vet, and onboard a new vendor that embeds AI agents into our customer-facing efforts.
• Build an internal predictive analytics model to catch bad payers earlier with high accuracy.
• Spearhead a quality task force that ensures top quality for our biggest customers.
• Manage a team of agents within one of our Operations teams.
• Work directly within workflows, including handling customer interactions, resolving issues, and identifying opportunities to improve the front line processes.

Operations Strategy Associate

• Redesign outreach processes for payment methods
• Research and onboard new AI vendors
• Build predictive analytics models
• Manage operations teams and customer interactions

Customer Support

• Monitor agent performance regarding quality, productivity, and attendance
• Provide coaching and feedback based on metrics and QA
• Handle customer escalations as needed
• Ensure schedule adherence by agents
• Maintain coaching logs

Customer Support Team Lead

Support Engineer

• Monitor escalation channels and the Technical Support queue in Zendesk, catching early signals of systemic problems before they reach customers
• Investigate complex product, platform, and data-layer issues using tools like Datadog, internal dashboards, and SQL, reproducing bugs and producing evidence-backed escalations to Engineering.
• Handle live incidents end-to-end, from detection to closure: React to an incident with urgency, coordinate across Support, Engineering, and Product, and keep stakeholders updated with clear, structured communication
• Implement fixes where appropriate, testing your changes before handing off to Engineering for final review and sign-off
• Perform Root Cause Analysis and post-incident reviews, translating each issue into learnings that reduce recurrence and improve monitoring
• Maintain operational workflows (geofence, facility quizzes, NFC) accurately and quickly while spotting trends for prevention
• Capture investigative learnings in clear troubleshooting guides and documentation, and submit structured proposals that turn recurring patterns into actionable improvements
• Uphold our values such as unreasonably fast, ownership, and uncomfortably high standards in every interaction

Technical Support Engineer

Accountant

• Prepare and book journal entries to ensure revenue, cost, and AR treatments are appropriate
• Complete ASC 606 analyses for new revenue streams
• Assist with monthly accounting close, analyze fluctuations and provide meaningful financial reporting
• Understand and communicate relevant accounting principles to peers and partners
• Analyze current procedures and recommend process improvements for efficiency
• Operate with minimum supervision
• Support the external audit process, create improvements for identified inefficiencies
• Ensure compliance with U.S. GAAP initiatives

Senior Revenue Accountant

• Prepare and book journal entries to ensure the appropriate revenue, cost and AR treatments
• Complete ASC 606 analyses for new revenue streams.
• Assist with monthly accounting close including analyzing fluctuations and providing meaningful financial reporting.
• Understand relevant accounting principles and communicate such principles to peers and business partners, primarily in written form.
• Analyze current procedures and make recommendations to develop and drive process improvements to achieve efficiency and scalability.
• Operate with minimum supervision.
• Support the external audit process and create improvements for any inefficiencies identified.
• Assist in implementation, maintenance, and adherence to internal controls and accounting procedures ensuring compliance with U.S. GAAP.
• Internal reporting and special projects on request.

Operations Associate

Product Manager

• Build the mental model. Grounded in customer conversations, support tickets, Salesforce, and our own data.
• Pick the metrics. The ones that tell you and the org whether you're serving that customer well. When the right metric doesn't exist, you say so and propose the best proxy, limitations stated.
• Steward the improvements. Research, experiments, core flow changes, technical investments. An excellent PM here doesn’t just move metrics, they make prioritization calls that compound.

Sales Development Rep

• Interviewing, Training, and Onboarding new team members who can have an immediate impact once they get on the phones.
• Reviewing calls, emails, accounts, and opportunities to identify areas for improvement.
• Tracking key metrics across the funnel to proactively identify gaps that need to be corrected.
• Creating coaching plans that give real time feedback to reps based on the metrics and qualitative reviews of performance that document focuses for improvement
• Holding reps accountable to what drives results.
• Communicating to your team and cross-functionally what is working, what can be improved, and what you are focusing on as you scale the team.

SDR Manager

Billing Specialist

• Monitor accounts to identify outstanding debts
• Review previous data for each debt or bill
• Call and email accounts payable contacts, administrators, and others as needed to ask about their overdue payments and upcoming dues
• Identify the root cause of non-payment
• Resolve billing concerns
• Report on collections update and accounts receivable status
• Communicate with the sales department to maintain accurate and updated information on client contract and other information
• Maintain a logs of calls and record any payment updates from the customer
• Receive new workplace assignments to start contacting the customer to set the relationship up for success, including simply introducing yourself and collect the right information
• Identify critical accounts and endorse them to managers as needed for proper escalatory measures
• Build relationships with the workplaces (properly set expectations about our billing policy, explain NET & Dispute Terms, etc.)
• Build out SMART action plans for delinquent accounts
• Aim to have a 95% collection rate on a quarterly basis

Billing Representative

Financial Planning and Analysis

• You'll run the channel – from ideation to hosting to production.
• You're on camera 3-4 hours per week.
• You set the content strategy.
• You manage the team.
• You watch what's working.

Content Creator – Finance

Content Creator

• You will be the primary face and driver of the channel's growth.
• You're on camera 3 to 5 days per week.
• You manage production.
• You steer the storytelling.
• You lead community engagement.

Account Manager

• Identify, develop, and manage strategic partnerships with organizations that have strong relationships across the healthcare operator ecosystem, including healthcare REITs, healthcare-focused law firms, technology vendors, consultants, advisory firms, and industry associations.
• Own the partnership lifecycle end to end: sourcing and prioritizing potential partners, building the business case, leading outreach and discovery, negotiating partnership structures, coordinating internal stakeholders, launching partnerships, and tracking performance over time.
• Create partnership models that generate mutual value, including referrals, co-marketing, strategic introductions, integrations, channel partnerships, and other creative commercial arrangements.
• Attend conferences, trade shows, and other industry events where strategic partner relationships can be developed.
• Work closely with Sales, Account Management, Marketing, Operations, Legal, Product, and Leadership to ensure partnerships are commercially valuable, operationally realistic, and aligned with company priorities.
• Bring market feedback back into the business to help shape our strategy, positioning, product opportunities, and customer acquisition efforts.

Manager, Strategic Partnerships

Account Executive

• Prospect, pitch, and close new healthcare facility partners predominantly via Inside Sales channels
• Occasionally visit prospects and current customers in your local area to optimize their own business outcomes & Clipboard's
• Attend conferences, Clipboard-run local events, and other industry functions
• Develop a deep understanding of the Long Term Care (LTC) landscape and competitors
• Partner with internal teams to deliver an excellent customer experience
• Maintain clear pipeline and activity tracking in CRM (B2B Sales Environment)