Forward Deployed Analyst

Clipboard; San Francisco (CA); On-site; USD 110,000 - 170,000; Full time

Job summary

Clipboard Health is seeking a Forward Deployed Analyst to work directly with enterprise customers, diagnosing complex operational and product problems and coordinating teams across Product, Engineering, and Operations to implement lasting solutions.

You’ll own outcomes, build deep customer relationships, and help scale our marketplace for healthcare facilities and professionals across the U.S. This onsite SF-based role may require travel to customer sites to move critical initiatives forward.

Qualifications

• 2–6 years of experience in consulting, operations, strategy and operations, implementation, customer strategy, program management, or a similar problem-solving role.
• Experience working directly with customers or clients, particularly in complex or high-stakes situations
• Strong structured problem-solving skills. You can take an ambiguous problem, figure out what matters, and create a path forward
• Strong analytical skills and comfort using data to investigate problems and make decisions
• Excellent communication skills and the ability to work effectively with both senior executives and frontline operators
• Strong stakeholder management skills and the ability to influence teams without direct authority
• Highly organized and comfortable managing multiple workstreams, priorities, and stakeholders simultaneously
• A strong sense of ownership. You care about the ultimate outcome, not just completing your assigned tasks
• Curious and resourceful. You're comfortable learning new systems, processes, and industries quickly
• Persistent when things get messy. You don't give up when the first solution doesn't work
• Comfortable getting into the weeds. You'll need to understand operational details, systems, data, and processes to solve many of the problems you'll encounter

Responsibilities

• Own complex customer and operational problems from diagnosis through resolution
• Work directly with enterprise customers to understand their workflows, challenges, and goals
• Build relationships with customer stakeholders ranging from frontline operators to VP and Director-level leaders
• Diagnose problems by combining customer conversations, operational context, data, and system behavior
• Break ambiguous problems into clear workstreams, priorities, owners, and timelines
• Lead complex customer implementations, particularly involving time clock compliance, payroll, and integrations with systems like ADP and UKG
• Partner closely with Product and Engineering to investigate issues, define solutions, and drive execution
• Coordinate across Product, Engineering, Operations, and customer teams to remove blockers and keep critical initiatives moving
• Manage expectations and communicate clearly when timelines, priorities, or solutions change
• Identify recurring operational and customer problems and turn those insights into improvements to our product and processes
• Build new processes or approaches when existing ones aren't sufficient to solve the problem
• Travel to customer sites occasionally when being there in person will help move an important problem or implementation forward

Job description

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.

Clipboard Health is a marketplace that connects healthcare facilities with professionals looking for shifts. Our largest customers run complex operations, and when something isn't working for them, someone has to own it end to end. That’s the role.

The Role

Clipboard Health is a marketplace that connects healthcare facilities with professionals looking for shifts.

Our largest customers operate at significant scale, and their problems don't always fit neatly into a single team or function. A product implementation might stall because of an operational workflow. A payroll issue might involve the customer, our Operations team, Product, and Engineering. An integration might technically work but fail to work for the people actually using it. We need someone who can step into those situations and figure them out.

As a Forward Deployed Analyst, you'll work directly with some of our most important enterprise customers to solve complex operational and product problems. You'll get close to the customer, understand how their business actually works, diagnose what's going wrong, and coordinate the people needed to fix it.

You won't necessarily have direct authority over the teams doing the work. Instead, you'll create clarity, build alignment, and keep things moving.

Your job is to take a messy problem and turn it into a solved problem. Some days that might mean analyzing data to understand why a customer's staffing workflow isn't working. Other days might involve coordinating a complex implementation across Product, Engineering, and Operations, troubleshooting a payroll or time clock issue, or working with a customer's leadership team to get a stalled initiative back on track. The problems will change. The expectation won't: you own the outcome.

What you'll do

• Own complex customer and operational problems from diagnosis through resolution
• Work directly with enterprise customers to understand their workflows, challenges, and goals
• Build relationships with customer stakeholders ranging from frontline operators to VP and Director-level leaders
• Diagnose problems by combining customer conversations, operational context, data, and system behavior
• Break ambiguous problems into clear workstreams, priorities, owners, and timelines
• Lead complex customer implementations, particularly involving time clock compliance, payroll, and integrations with systems like ADP and UKG
• Partner closely with Product and Engineering to investigate issues, define solutions, and drive execution
• Coordinate across Product, Engineering, Operations, and customer teams to remove blockers and keep critical initiatives moving
• Manage expectations and communicate clearly when timelines, priorities, or solutions change
• Identify recurring operational and customer problems and turn those insights into improvements to our product and processes
• Build new processes or approaches when existing ones aren't sufficient to solve the problem
• Travel to customer sites occasionally when being there in person will help move an important problem or implementation forward

What we’re looking for

• 2–6 years of experience in consulting, operations, strategy and operations, implementation, customer strategy, program management, or a similar problem-solving role
• Experience working directly with customers or clients, particularly in complex or high-stakes situations
• Strong structured problem-solving skills. You can take an ambiguous problem, figure out what matters, and create a path forward
• Strong analytical skills and comfort using data to investigate problems and make decisions
• Excellent communication skills and the ability to work effectively with both senior executives and frontline operators
• Strong stakeholder management skills and the ability to influence teams without direct authority
• Highly organized and comfortable managing multiple workstreams, priorities, and stakeholders simultaneously
• A strong sense of ownership. You care about the ultimate outcome, not just completing your assigned tasks
• Curious and resourceful. You're comfortable learning new systems, processes, and industries quickly
• Persistent when things get messy. You don't give up when the first solution doesn't work
• Comfortable getting into the weeds. You'll need to understand operational details, systems, data, and processes to solve many of the problems you'll encounter

Location

This is an onsite role based in our San Francisco office for ~2 days per week. We're also open to candidates who are willing to relocate to the Bay Area.

The Interview Process

At Clipboard, we don't believe proxies are a reliable way to measure ability. We prefer to evaluate candidates by having them do work that closely resembles the actual job.