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Strategic WFM Analyst

Clipboard

LocationCanada, United Kingdom, United States
SenioritySenior
CompanyClipboard
Verified recentlyChecked today
Compensation

$50k-$110k

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Requirements and working style

Decision details from the source listing

Schedule

unspecified

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WFH.team analysis

What this posting tells you

Clipboard is hiring a remote Strategic WFM Analyst to own multi-line-of-business forecasting, capacity and headcount planning, workforce cost optimization, and strategic staffing trade-offs. The role requires strong WFM quantitative expertise, financial judgment, executive-level writing, and the ability to work across Finance, Product, and Operations. Salary range provided: $50,000–$110,000 USD.

Role lane

Accounting, Administrative and data entry, Backend, Data, Finance and investments, Healthcare admin, Operations, Product, Security, Software, Customer support, Writing and content

Where you can work

Canada, United Kingdom, United States, Argentina

Working hours

Americas, Global

Arrangement

Senior · full_time

Required signals
Workforce management (WFM) forecasting and capacity modelingErlangShrinkageAHTSLA/ASA trade-off analysisGoogle SheetsSQLPythonFinancial and workforce cost modelingExecutive communicationCross-functional stakeholder alignment
Market context

Accounting hiring on WFH.team

1,629active related roles
661new in the latest period
941.6jobs per 100 candidates
$190kmedian of comparable listed ranges

This role's listed pay is below the median among 200 comparable roles shown here. Category counts come from WFH.team's latest published remote job market snapshot.

Explore the remote job market
Skills and signals
Workforce management (WFM) forecasting and capacity modelingErlangShrinkageAHTSLA/ASA trade-off analysisGoogle SheetsSQLPythonFinancial and workforce cost modelingExecutive communicationCross-functional stakeholder alignmentRemote; listing identifies Canada, UK, EU, North America, global, and Central & South America
Job description

Strategic WFM Analyst at Clipboard

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 https://www.ycombinator.com/topcompanies/ 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, modeling capacity risks, and aligning executive stakeholders across Finance, Product, and Operations. You are exceptionally strong in WFM math 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.
  • 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.

WHAT WE’RE LOOKING FOR

  • Strategic WFM Math: Exceptionally strong quantitative background with deep expertise in WFM fundamentals (capacity modeling, Erlang, shrinkage, AHT, SLA/ASA trade-offs) and advanced proficiency in Google Sheets, SQL, or Python.
  • Business & Financial Judgment: 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 distill 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 backtested 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

1. Application

2. Diagnostic Case Study (7-Day Strategic Diagnostic & Modeling Exercise)

3. Technical & Capacity Interview (Francesco Vitone – WFM)

4. Executive Judgment & Strategic Interview (Connor Garrett – Core Operations)

5. Culture Interview (People Ops)

6. Offer

Quick Note on Scammers

Clipboard would never ask you for money or your bank details to participate in our hiring process. Report any scammers impersonating the Clipboard hiring team members here https://forms.gle/SyGaxHFbon7Hg9fW6.

Company context

Working remotely at Clipboard

Clipboard is hiring for 27 active remote roles, with remote-friendly openings, application links, and job details refreshed from the public remote job inventory.

Remote policy

Remote hiring signal is inferred from active confirmed-remote job listings.

Research Clipboard