Remote-First Strategic WFM Analyst

Clipboard; San Francisco (CA); Remote; USD 50,000 - 110,000; Full time

Job summary

Clipboard in the United States is seeking a Strategic WFM Analyst to own centralized forecast, capacity planning, and workforce cost optimization across all lines of business. You’ll translate demand forecasts into FTE, BPO, and overtime strategies and present recommendations to executives.

This remote-first, fast-growing team values strong WFM math, SQL/Python analytics, and clear executive memos. You’ll partner with Finance, Product, and Operations to align staffing and drive cost efficiency.

Qualifications

• Strong quantitative background with deep WFM fundamentals (capacity modeling, shrinkage, AHT)
• Ability to translate complex data into actionable recommendations
• Proven ability to write concise, executive-ready memos

Responsibilities

• Translating multi-LOB demand forecasts into monthly and quarterly capacity, headcount, and budget requirements.
• Modeling workforce and financial trade-offs across FTEs, BPO, overtime, and productivity shifts.
• Drafting executive memos and weekly business reviews for Directors and leadership.
• Partnering with Finance, Product, and Operations to validate assumptions and align on staffing commitments.

Skills

WFM fundamentals

Quantitative analysis

Executive communication

Cross-functional influence

Ambiguity tolerance

Tools

Google Sheets

SQL

Python

Job description

Clipboard in the United States is seeking a Strategic WFM Analyst to own centralized forecast, capacity planning, and workforce cost optimization across all lines of business. You’ll translate demand forecasts into FTE, BPO, and overtime strategies and present recommendations to executives.

This remote-first, fast-growing team values strong WFM math, SQL/Python analytics, and clear executive memos. You’ll partner with Finance, Product, and Operations to align staffing and drive cost efficiency.