Strategic WFM Analyst

Clipboard; United States; Remote; USD 120,000 - 180,000; Full time

Job summary

Clipboard is seeking a Strategic Workforce Management Analyst to own centralized forecasts, capacity planning, and workforce cost optimization across all lines of business. You’ll translate complex demand into defensible headcount and spend strategies, modelling capacity risks and presenting executive-ready recommendations.

In a remote-first environment, you’ll partner with Finance, Product, and Operations, delivering memo-style decisions and WBRs to leadership.

Qualifications

• Strong quantitative background with WFM capacity modelling and SLA/ASA trade-offs.
• Proficiency in Google Sheets, SQL or Python.
• Exceptional written and executive-level communication to distill complex analytics into concise memos.

Responsibilities

• Translating multi-LOB demand forecasts into monthly and quarterly capacity and budget requirements.
• Modeling workforce and financial trade-offs across FTEs, PBOs, overtime, and productivity shifts.
• Analyzing demand-funnel changes and quantifying capacity and dollar impact.
• Partnering with Finance, Product, and Operations to validate assumptions and align staffing commitments.
• Drafting executive memos and Weekly Business Reviews for Directors and leadership.
• Conducting root-cause analyses when actuals deviate from plans and defining corrective actions.
• Standardizing capacity planning frameworks and templates across lines of business.
• Maintaining forecasting competency and auditing models for the central WFM engine.

Skills

WFM fundamentals

Forecasting

Capacity modelling

Erlang

Shrinkage

AHT

SLA/ASA trade-offs

Executive communication

Education

Bachelor’s degree in a relevant field

Tools

Google Sheets

SQL

Python

Job description

About the company

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

• ApplicationDiagnostic Case StudyCase Study Interview - Technical & Capacity InterviewExecutive Judgement & Strategic InterviewCulture Interview (People Ops)Offer