Forward Deployed Analyst

Clipboard Health LLC; San Francisco, Northern (CA, KY); Hybrid; USD 120,000 - 170,000; Full time

Job summary

Clipboard Health LLC is seeking a Forward Deployed Analyst to work directly with major enterprise customers, diagnosing operational and product issues and coordinating cross-functional teams to resolve them. You’ll translate ambiguous problems into actionable workstreams, ensuring progress and clear communication with stakeholders.

You’ll own outcomes, drive complex implementations (time clocks, payroll, ADP/UKG integrations), and collaborate with Product, Engineering, and Operations to deliver

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; ability to take an ambiguous problem, determine 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 able to manage multiple workstreams, priorities, and stakeholders simultaneously.
• Strong sense of ownership; you care about the outcome, not just tasks.
• Curious and resourceful; able to learn new systems quickly.
• Persistent when solutions don’t work initially; willing to iterate.

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 from frontline operators to VP and Director levels.
• Diagnose problems by combining conversations, context, data, and system behavior.
• Break ambiguous problems into clear workstreams, priorities, owners, and timelines.
• Lead complex customer implementations, especially involving time clocks, payroll, and integrations with systems like ADP and UKG.
• Collaborate with Product and Engineering to investigate issues, define solutions, and drive execution.
• Coordinate across Product, Engineering, Operations, and customer teams to remove blockers.

Skills

Consulting experience

Operations experience

Program management

Customer management

Problem solving

Data analysis

Communication skills

Cross-functional collaboration

Job description

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.

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

Consulting backgrounds are a particularly strong fit, especially candidates who have experience working with complex clients, structuring ambiguous problems, and driving cross-functional projects. We're also open to candidates from operations, implementation, product, program management, and other backgrounds with the same core skill set.

We're looking for people who are ready to move beyond simply identifying problems or making recommendations. You want to be the person responsible for making the solution work.

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.

Our process is designed around that:

1. Preliminary Screen
2. Case Study
3. Case Study Interview
4. Hiring Manager Interview
5. Culture Interview
6. Reference Check
7. Offer!