Clipboard Logo

Clipboard

Client Support Specialist (Workplaces - B2B)

Reposted One Month Ago
In-Office or Remote
Hiring Remotely in San Francisco, CA
30K-45K Annually
Entry level
In-Office or Remote
Hiring Remotely in San Francisco, CA
30K-45K Annually
Entry level
The Client Support Specialist will provide professional B2B customer support via voice and email, resolving issues and improving customer experiences across the platform.
The summary above was generated by AI
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.

About the Role

Working with Workplace customers (B2B) means being at the front line in our efforts to support healthcare facilities in delivering better care. The Workplace team is unified by our common goal: to represent our obsession with the customer experience through thoughtful action.

Clipboard is looking for highly motivated, customer-focused individuals to join our team as B2B Client Support Specialists (Workplace Support Agents).

This role is open to candidates of all experience levels—what matters most is your ability to handle business customers professionally and solve problems effectively. No specific degree required.

Success Factors
  • Customer-Centric Mindset – You genuinely care about helping customers and take ownership of their problems.

  • Strong Communication Skills – Clear, professional English (both spoken and written) is critical for success in this role.

  • Proactive Problem-Solving – You don’t just follow scripts—you think critically and find long-term solutions for customers.

  • High Accountability – We value people who hold themselves to high standards and consistently deliver results.

Responsibilities

  • You will engage with our Workplace customers over both voice and email correspondence.

  • Deliver fast, accurate, and empathetic support to our workplace customers across voice and email, resolving shift, payment, and platform-related issues in real time

  • Navigate tools like Zendesk and the Clipboard portal to investigate cases, update form fields, log clear internal notes, and maintain accurate documentation

  • Apply sound judgment and critical thinking to troubleshoot issues, follow or adapt workflows, and escalate only when necessary

  • Develop deep expertise in our products and processes to identify recurring issues or process gaps, helping improve both customer experiences and internal operations.

  • Work cross-functionally with teams such as Billing, Account Management, and Worker Operations to gather the necessary information and ensure customer issues are resolved effectively

  • Uphold our values such as unreasonably fast, ownership, and uncomfortably high standards in every interaction

Why Join Clipboard?

  • 100% Remote – Always. Work from anywhere in the world.

  • Fast-Paced Startup Environment. Join a company that values curiosity, independence, and growth.

  • A Hiring Process That Rewards Skills, Not Just Experience. Every applicant gets a fair shot—our selection is based on real-world problem-solving ability, not just credentials.

  • Opportunity to make a significant impact with our workplace customers

Hiring Process

  1. Application

  2. Case Study

  3. Interview with Hiring Manager

  4. Executive Interview

  5. 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.

Similar Jobs

19 Minutes Ago
Remote or Hybrid
USA
20-23 Hourly
Entry level
20-23 Hourly
Entry level
Fintech • Healthtech • HR Tech • Information Technology • Financial Services • Telehealth
Provides empathetic phone and chat support to families navigating loss, disability leave, and other difficult life events. Responsibilities include creating care plans, researching resources and service providers, answering logistical questions, documenting interactions, meeting service levels, escalating sensitive issues, maintaining knowledge resources, and sharing user insights. The role requires independent work, strong communication, organization, problem-solving, adaptability, and comfort with technology and sensitive data.
Top Skills: Google SuiteSlackZendesk
2 Hours Ago
Remote or Hybrid
United States
156K-210K Annually
Expert/Leader
156K-210K Annually
Expert/Leader
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Leads enterprise billing, accounts receivable, collections, and Finance components of Lead-to-Cash transformation. The role designs scalable operating models, improves billing quality, realization, collections, DSO, cash conversion, reporting, controls, and automation. It manages onshore and offshore teams, partners with Finance, Operations, Technology, ERP, and business leaders, oversees process redesign and vendor implementations, establishes performance governance, and develops talent and service standards.
Top Skills: Ai-Enabled CapabilitiesDashboardsData IntegrationsErp SystemsWorkday Financial ManagementWorkflow Automation
2 Hours Ago
Remote or Hybrid
United States
80K-108K Annually
Senior level
80K-108K Annually
Senior level
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Supports revenue forecasting, budgeting, financial modeling, variance analysis, and recurring reporting across utilization, realization, WIP, AR, margins, backlog, and staffing metrics. Partners with accounting, billing, and business teams on close processes, M&A integration, reporting controls, dashboards, and revenue performance insights. Provides recommendations to finance and business leaders to improve planning, identify revenue leakage, and manage cash conversion risks.
Top Skills: Excel

What you need to know about the NYC Tech Scene

As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.

Key Facts About NYC Tech

  • Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
  • Key Industries: Artificial intelligence, Fintech
  • Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
  • Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account