[Hiring] Strategic WFM Analyst @Clipboard

Role Description

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). This role acts as a high-judgment governance function, translating complex demand forecasts into defensible FTE, BPO, and overtime spend strategies, modeling capacity risks, and aligning executive stakeholders across Finance, Product, and Operations.

• Translating multi-LOB demand forecasts into monthly and quarterly capacity, headcount, and budget requirements.
• Modeling 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 rollouts, 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.

Qualifications

• Exceptionally strong quantitative background with deep expertise in WFM fundamentals (capacity modeling, Erlang, shrinkage, AHT, SLA/ASA trade-offs).
• Advanced proficiency in Google Sheets, SQL, or Python.
• Demonstrated ability to connect operational queue dynamics directly to dollar exposure, hiring velocity, BPO costs, and SLA risk.
• Superior strategic writing skills with a natural instinct to distill complex, multi-variable workforce analytics into scannable, 1-2 page decision memos.
• Proven ability to establish governance frameworks, challenge bad assumptions with backtested data, and align Finance, Product, and Operations leadership without formal authority.
• High comfort operating in ambiguous environments with incomplete data, isolating what materially matters without requiring step-by-step direction.
• Strong core WFM domain expertise with a strategic/Ops spike, not a generalist and not a passive traditional scheduler.

Requirements

• Application
• Diagnostic Case Study (7-Day Strategic Diagnostic & Modeling Exercise)
• Technical & Capacity Interview (Francesco Vitone – WFM)
• Executive Judgment & Strategic Interview (Connor Garrett – Core Operations)
• Culture Interview (People Ops)
• Offer

Benefits

• Remote-first work environment.
• Opportunity to work in a rapidly expanding company.
• Engagement in meaningful work that impacts communities.

Company Description

Our mission is to uplift as many communities as possible 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 while providing essential care to millions across the U.S.

• Founded in 2016.
• Remote-first team of over 1,000 people.
• Top Y-Combinator company.
• Profitable since 2022.
• Leader in Long-Term Care staffing.
• Rapidly expanding into Home Health, Hospitals, and more.