Onboarding Documents Associate

Posted 13 Days Ago
Be an Early Applicant
2 Locations
Remote
Entry level
Edtech • Healthtech • Information Technology • Hospitality
The Role
Review and validate onboarding documents for healthcare professionals, manage document queues and expirations, update statuses, resolve unread submissions, support special projects, recommend process improvements, collaborate cross-functionally, and meet accuracy and throughput targets.
Summary Generated by Built In
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.

Overview

Our Operations team is hiring an Onboarding Documents Associate to support and maintain the quality of our onboarding processes for healthcare professionals joining our platform. This is a detail-oriented individual contributor role focused on reviewing and validating onboarding documentation. You’ll play a key role in ensuring professionals can get to work quickly while meeting compliance standards across facilities and regulatory requirements.

You’ll work closely with cross-functional teams to execute against defined workflows, manage document queues, and improve internal processes, ensuring our onboarding systems remain accurate, efficient, and scalable.

What You’ll Do
  • Review and validate onboarding documents submitted by professionals, ensuring accuracy, completeness, and compliance with facility, local, state, and federal guidelines

  • Monitor and manage queues for document submissions, backlogs, and expirations during assigned shifts, acting on real-time prioritization

  • Own and execute daily tasks including document status updates, document mapping, resolving unread submissions, and supporting special projects

  • Contribute to ongoing improvements by reviewing internal policies and recommending updates that enhance clarity and efficiency

  • Collaborate with cross-functional teams to resolve document-related inquiries and improve internal workflows

  • Communicate clearly via Slack and other internal tools to ensure alignment and resolution of issues

  • Stay informed on evolving documentation standards and product updates to ensure consistent, accurate decision-making

  • Meet targets for document review time, accuracy, and throughput, contributing to both individual and team performance goals

What We’re Looking For

Detail Orientation – You have a sharp eye for detail and can identify inconsistencies or missing information quickly and accurately.

Decision Making – You’re confident making timely decisions, even in ambiguous situations, while maintaining high standards for accuracy and compliance.

Organization & Execution – You manage multiple tasks and queues effectively, maintaining consistency and reliability in a fast-paced environment.

Communication – You communicate clearly and concisely, especially when explaining decisions or collaborating across teams.

Ownership Mindset – You take responsibility for your work, follow through on tasks, and contribute to improving processes over time.

Nice to Have
  • Prior experience in document verification, credentialing, compliance operations, administrative support, or customer service

  • Familiarity with U.S. healthcare documentation (e.g., licenses, certifications, immunization records)

  • Experience with QA or quality-focused roles

  • Familiarity with tools like Slack, Zendesk, Google Sheets, and task management platforms

Hiring Process
  • Application

  • Assessment (sent via email within 1–2 days; please check your spam folder)

  • Interview with a member of our recruiting team

  • Final interviews and offer

Important
  • This role requires the completion of an assessment built from synthetic (not real-world) data. Please check your inbox and spam folder regularly: you will get the email within 1–2 days after applying.

  • Each candidate's compensation offer will be based on multiple factors including, but not limited to, relevant education, qualifications, certifications, experience, and geographic location.

  • Do not take interviews via a mobile phone.

Quick Note on Scammers:

Clipboard would never ask you for money or your bank details to participate in our hiring process. Report any scammers impersonating the Clipboard hiring team members here.

Skills Required

  • Detail orientation (identify inconsistencies or missing information)
  • Decision making (make timely decisions in ambiguous situations)
  • Organization and execution (manage multiple tasks and queues reliably)
  • Clear and concise communication (including via Slack and internal tools)
  • Ownership mindset (follow through and improve processes)
  • Prior experience in document verification, credentialing, compliance operations, administrative support, or customer service
  • Familiarity with U.S. healthcare documentation (licenses, certifications, immunization records)
  • Experience with QA or quality-focused roles
  • Familiarity with tools like Slack, Zendesk, Google Sheets, and task management platforms

Clipboard Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Clipboard and has not been reviewed or approved by Clipboard.

  • Leave & Time Off Breadth Corporate materials emphasize remote-first work with unlimited PTO, flexible hours, and family leave options. Feedback suggests time-off flexibility is a notable positive for corporate roles.
  • Healthcare Strength Corporate roles are advertised with medical, dental, and vision insurance. Benefits pages and company materials indicate multiple health-plan options for W‑2 staff.
  • Strong & Reliable Incentives Instant or same-day payouts after shifts are prominently marketed and often work smoothly, aiding cash flow. Higher-paying urgent or surge shifts and in-app rate negotiation can lift earnings in some markets.

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The Company
HQ: San Francisco, CA
700 Employees
Year Founded: 2016

What We Do

We exist to lift as many people up the socioeconomic ladder as possible. We dramatically improve lives by letting professionals turn extra time and ambition into career growth and financial opportunity. We achieve this with our app-based marketplace that connects workplaces and professionals, allowing professionals to book on-demand shifts and workplaces to access on-demand talent.

Why Work With Us

Clipboard is a fast-growing Series C marketplace. We are a leader in our Long Term Care vertical and are expanding into several others (Dental Offices, Schools, etc). We are a YC Top Company with a global, remote team of 700+ people. We have been profitable since 2022, and fill millions of shifts annually at partner workplaces across the US.

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