Clipboard Health: The Organization's Mission and Profile
Clipboard Health operates with the fundamental belief in lifting
individuals up the socioeconomic ladder. The organization dramatically
improves lives by enabling professionals to transform extra time and ambition
into meaningful career growth and financial opportunity. This mission is
realized through its app-based marketplace, which seamlessly connects healthcare
and other workplaces with professionals, allowing the latter to book on-demand
shifts and the former to access essential, on-demand talent.
Clipboard Health's Status and Growth:
- Clipboard
Health is a fast-growing Series C marketplace leader in the Long
Term Care vertical, with active expansion into several others, including
Dental Offices and Schools.
- The
company is recognized as a YC Top Company and maintains a global,
remote workforce exceeding 700 people.
- The
organization has been profitable since 2022 and facilitates the
booking of millions of shifts annually at partner workplaces across the
United States, supporting tens of thousands of professionals each year.
The company is actively seeking dedicated specialists to
support continued growth and broaden its service to more professionals and
workplaces. Interested candidates are encouraged to visit the organization's
website to learn more.
About the Role
Clipboard Health seeks highly motivated, customer-focused
individuals to join the team as B2B Support Specialists (Workplace Support
Agents). This position differs from a conventional call center role; the
Specialist serves as the frontline resource for the organization's most
valuable business clients—its workplace customers. The primary objective of
the Specialist is to proactively resolve client issues, prevent customer churn,
and ensure a smooth, seamless experience for all business customers.
This role is primarily voice-based, with
supplementary duties that involve handling professional correspondence via
email as needed.
Key Responsibilities
The Client Support Specialist's responsibilities are
centered on providing expert, high-quality support:
- Delivering
Exceptional Support: Providing fast, accurate, and empathetic
assistance to workplace customers across both voice and email channels,
resolving shift, payment, and platform-related issues in real time.
- Case
Management and Documentation: Navigating internal tools, such as
Zendesk and the Clipboard Health portal, to investigate cases thoroughly,
update necessary form fields, log clear internal notes, and maintain
precise documentation.
- Critical
Thinking and Problem Resolution: Applying sound judgment and critical
thinking skills to troubleshoot complex issues, diligently following
established workflows or adapting them as required, and escalating cases
only when absolutely necessary.
- Process
Improvement: Developing deep expertise in the organization's products
and internal processes to identify recurring issues or existing process
gaps, thereby contributing to the improvement of both customer experiences
and internal operations.
- Cross-Functional
Collaboration: Working effectively with internal teams, including
Billing, Account Management, and Worker Operations, to gather necessary
information and ensure customer issues are resolved effectively and
completely.
- Upholding
Organizational Values: Consistently upholding Clipboard Health's core
values, such as unreasonably fast service, strong ownership,
and uncomfortably high standards in every customer and internal
interaction.
Success Factors for the Specialist
Successful Client Support Specialists possess the following
key attributes:
- Customer-Centric
Mindset: A genuine commitment to assisting customers and a strong
sense of ownership over resolving their problems.
- Strong
Communication Skills: Clear, professional proficiency in English (both
spoken and written) is crucial for success in this client-facing role.
- Proactive
Problem-Solving: The ability to think critically and go beyond
following mere scripts to identify and implement long-term solutions for
customers.
- High
Accountability: A personal standard of holding oneself to high
performance expectations and consistently delivering results.
Essential Qualifications
Clipboard Health maintains a skills-first approach to
hiring:
- The
organization is open to candidates of all experience levels; the
most critical factor is the individual's proven ability to professionally
manage business customers and effectively solve problems.
- No
specific degree is required; the focus remains on a candidate's
practical abilities and demonstrable skills rather than academic
credentials alone.
Why Join Clipboard Health?
Clipboard Health offers a unique and supportive environment
for professional growth:
- 100%
Remote - Always: The position offers the flexibility to work from
anywhere in the world.
- Fast-Paced
Startup Environment: Specialists join a company culture that strongly
values curiosity, independence, and personal/professional growth.
- Skills-Based
Hiring Process: The selection process is designed to reward skills
over mere experience, ensuring every applicant receives a fair opportunity
based on real-world problem-solving ability, not just credentials.
- Significant
Impact: An opportunity to make a tangible and significant impact on
the experience of the organization's valuable workplace customers.
System and Working Hours Requirements
To ensure success and operational excellence, the Specialist
must meet the following system requirements:
- A
reliable laptop or desktop computer (Chromebooks or Linux OS are not
supported).
- A
minimum 20 Mbps wired internet connection.
- A wired
headset for clear, professional communication.
- A
quiet, distraction-free workspace.
- Stable
power and internet connectivity.
Working Hours:
Clipboard Health operates 24/7 to fully meet its business
needs. General agent schedules are structured as follows:
- 5
days per week with 9-hour shifts.
- 1.5
hours of daily break time.
The organization offers a variety of shifts with different
start times and working day combinations. Flexibility in availability
increases the chances of matching current openings. Shift times are listed
in Pacific Time (US/Los Angeles) and must be converted to the
candidate's local time zone. Weekend availability is a required component
of this role; candidates unable to work weekends may find this an unsuitable
time to apply.
The Hiring Process
The selection process is designed to assess problem-solving
skills and cultural fit:
- Application
- Case
Study
- Interview
with Hiring Manager
- Executive
Interview
- Offer
Next Steps for Interested Candidates
The organization invites candidates who are passionate about
client support, solving complex issues, and thriving in a high-growth startup
environment to apply.
Important Note on Application:
The initial application form includes basic customer support
skill-based questions. Answering any of these foundational questions
incorrectly will result in automatic rejection, as these questions are designed
to assess the essential ability to handle real client situations.
Candidates can expect to receive an email with the next
steps in the process within two days of application. Applicants should
check their spam folder to ensure the email has not been filtered or blocked.
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