Strategic WFM Analyst

Posted 23 Days Ago
12 Locations
Remote
50K-110K Annually
Entry level
Edtech • Healthtech • Information Technology • Hospitality
The Role
Own centralized workforce forecasting, capacity planning, headcount strategy, and cost optimization across multiple lines of business. Model trade-offs involving FTEs, BPO, overtime, productivity, and shrinkage; analyze demand changes; identify capacity risks; and translate findings into executive recommendations. Partner with Finance, Product, and Operations to govern assumptions, investigate plan variances, standardize planning frameworks, and support strategic staffing decisions.
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.

 
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
  1. Application

  2. Diagnostic Case Study

  3. Case Study Interview - Technical & Capacity Interview

  4. Executive Judgement & Strategic Interview

  5. Culture Interview (People Ops)

  6. Offer

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

  • Strong quantitative background and deep workforce management expertise, 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 to dollar exposure, hiring velocity, BPO costs, and SLA risk.
  • Superior strategic writing skills and ability to produce concise executive decision memos.
  • Proven ability to establish governance frameworks, challenge assumptions with data, and influence Finance, Product, and Operations leadership.
  • Comfort operating independently in ambiguous environments with incomplete data.
  • Strong core workforce management expertise with a strategic or operations focus.

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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