Clipboard
Strategic WFM Analyst at Clipboard
$50,000–$110,000 / year
Apply for this positionRole overview
An at-a-glance view of the facts included with this Strategic WFM Analyst at Clipboard listing.
- Company
- Clipboard
- Location
- Remote, United States
- Work arrangement
- Remote
- Employment type
- Full-time
- Compensation
- $50,000–$110,000 / year
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Role overview
This job description has been rewritten in fresh language using the facts in the listing. Source credit and original listing details are available below.
The Strategic WFM Analyst is part of Clipboard’s centralized Workforce Management Planning & Operations Strategy team. The role leads forecasting, capacity planning, workforce cost optimization, and headcount trade-off analysis across all lines of business, with a focus on turning demand forecasts into well-supported staffing and spending plans.
This position goes beyond scheduling and intraday monitoring. It models capacity and financial implications across internal FTEs, BPO partners, overtime, bonus hours, productivity changes, and shrinkage, and assesses how shifts in the demand funnel affect staffing needs and costs. The analyst works with Finance, Product, and Operations to test assumptions and agree on staffing commitments, and prepares concise decision materials for directors and leaders.
The role also investigates gaps between operating results and capacity plans, recommends corrective actions, and helps standardize planning frameworks and templates across business lines. It requires strong WFM quantitative skills, financial judgment, clear executive communication, and the ability to work independently with ambiguous or incomplete data.
Clipboard lists this as a full-time remote role in the United States, with annual compensation of $50,000–$110,000. Its hiring process includes an application, diagnostic case study, technical and capacity case study interview, executive judgment and strategy interview, People Ops culture interview, and offer stage.
Role at a glance: Clipboard is hiring a full-time, U.S.-remote Strategic WFM Analyst for centralized capacity planning, workforce cost analysis, and cross-functional staffing strategy.
Responsibilities mentioned in the listing
- Translate demand forecasts across multiple lines of business into monthly and quarterly capacity, headcount, and budget requirements.
- Model workforce and financial trade-offs involving internal employees, BPO partners, overtime, bonus hours, productivity changes, and shrinkage.
- Quantify the capacity and cost effects of changes in the demand funnel, including product launches and AI bot deflection.
- Work with Finance, Product, and Operations to validate baseline assumptions, maintain input SLAs, and align staffing commitments.
- Prepare concise executive memos and Weekly Business Reviews for directors and leadership.
- Investigate root causes when operational results diverge from capacity plans and establish corrective action paths.
- Standardize capacity planning frameworks, modeling templates, and operating standards across lines of business.
Qualifications stated in the listing
- Strong quantitative skills and deep WFM knowledge, including capacity modeling, Erlang, shrinkage, AHT, and SLA/ASA trade-offs.
- Advanced proficiency in Google Sheets, SQL, or Python.
- Ability to connect operational queue dynamics with financial exposure, hiring pace, BPO costs, and SLA risk.
- Strong strategic writing skills, including the ability to distill complex workforce analyses into concise, one- to two-page decision memos.
- Experience establishing governance, challenging assumptions with back-tested data, and aligning Finance, Product, and Operations leaders without formal authority.
- Comfort working independently in ambiguous settings with incomplete data and identifying the factors that materially affect decisions.
- Strong core WFM expertise paired with strategic or operations experience; this is not a generalist or traditional scheduling-focused profile.
Full details from the source listing
About Clipboard
Our mission is to uplift as many communities as possible. We do this through our app-based marketplace that connects healthcare professionals with the workplaces that need amazing workers. This enables hundreds of thousands of people to achieve financial stability for themselves and their families while providing essential care to millions of people across the U.S.
Founded in 2016, we are a remote-first team of over 1,000 people building a top Y-Combinator company and have been profitable since 2022. We’re the leader in Long-Term Care staffing and are rapidly expanding into Home Health, Hospitals, and more, meaning we have more work to do than people to do it, and are growing our team to support millions more people and their communities.
Role Overview
The Strategic WFM Analyst lives in the Core Workforce Management (WFM) Planning & Operations Strategy team and is responsible for owning centralized forecast, capacity planning, workforce cost optimization, and strategic headcount trade-offs across all lines of business (LOBs). Moving beyond traditional scheduling and intraday monitoring, this role acts as a high-judgment governance function, translating complex demand forecasts into defensible FTE, BPO, and overtime spend strategies, modelling capacity risks, and aligning executive stakeholders across Finance, Product, and Operations. You are exceptionally strong in WFM maths and financial analytics, exhibit deep strategic curiosity, navigate messy raw data effortlessly, and communicate recommendations with executive-level clarity.
What You’ll Do
Translating multi-LOB demand forecasts into monthly and quarterly capacity, headcount, and budget requirements.
Modelling workforce and financial trade-offs across internal FTEs, BPO partners, overtime spend, bonus hours, productivity shifts, and shrinkage.
Analyzing demand-funnel changes (e.g., product feature roll outs, AI bot deflection shifts) and quantifying their exact capacity and dollar blast radius.
Partnering directly with Finance, Product, and Operations to validate baseline assumptions, enforce input SLAs, and align on staffing commitments.
Drafting concise, decision-ready executive memos and Weekly Business Reviews (WBRs) for Directors and leadership.
Conducting deep-dive root-cause analyses whenever operational actuals deviate from capacity plans and establishing corrective action paths.
Standardizing capacity planning frameworks, modeling templates, and operating standards across LOBs.
Maintaining deep forecasting competency to audit models, challenge underlying assumptions, and provide seamless coverage across the broader central WFM engine.
What We’re Looking For
Strategic WFM Maths: Exceptionally strong quantitative background with deep expertise in WFM fundamentals (capacity modelling, Erlang, shrinkage, AHT, SLA/ASA trade-offs) and advanced proficiency in Google Sheets, SQL, or Python.
Business & Financial Judgement: Demonstrated ability to connect operational queue dynamics directly to dollar exposure, hiring velocity, BPO costs, and SLA risk.
Executive Communication: Superior strategic writing skills with a natural instinct to distil complex, multi-variable workforce analytics into scannable, 1-2 page decision memos.
Cross-Functional Influence: Proven ability to establish governance frameworks, challenge bad assumptions with back tested data, and align Finance, Product, and Operations leadership without formal authority.
Blank-Page Ownership: High comfort operating in ambiguous environments with incomplete data, verifiably isolating what materially matters without requiring step-by-step direction.
WFM Analyst Profile: Strong core WFM domain expertise with a strategic/Ops spike, not a generalist and not a passive traditional scheduler.
Hiring Process
Application
Diagnostic Case Study
Case Study Interview - Technical & Capacity Interview
Executive Judgement & Strategic Interview
Culture Interview (People Ops)
Offer
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