Strategic WFM Analyst
Job description
Strategic WFM Analyst in the Core Workforce Management Planning & Operations Strategy team, owning centralized forecast, capacity planning, workforce cost optimization, and strategic headcount trade-offs across all lines of business. The role acts as a high-judgment governance function translating demand forecasts into FTE, BPO, and overtime spend strategies and aligning executive stakeholders.
At a glance
- Work mode
- Remote · LATAM, Canada, Europe, USA
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
- 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.
- Demonstrated ability to connect operational queue dynamics directly to dollar exposure, hiring velocity, BPO costs, and SLA risk.
- Superior strategic writing skills with a natural instinct to distil complex, multi-variable workforce analytics into scannable, 1-2 page decision memos.
- Proven ability to establish governance frameworks, challenge bad assumptions with back tested data, and align Finance, Product, and Operations leadership without formal authority.
- High comfort operating in ambiguous environments with incomplete data, verifiably isolating what materially matters without requiring step-by-step direction.
- Strong core WFM domain expertise with a strategic/Ops spike, not a generalist and not a passive traditional scheduler.
Your team
Core Workforce Management (WFM) Planning & Operations Strategy
How to get hired
- 1Application
- 2Diagnostic Case Study
- 3Case Study Interview - Technical & Capacity Interview
- 4Executive Judgement & Strategic Interview
- 5Culture Interview (People Ops)
- 6Offer
Apply
About Clipboard
Founded in 2016, Clipboard is a remote-first team of over 1,000 people building a top Y-Combinator company and has been profitable since 2022. It is the leader in Long-Term Care staffing and is rapidly expanding into Home Health, Hospitals, and more.
Mission
To uplift as many communities as possible through an app-based marketplace that connects healthcare professionals with the workplaces that need amazing workers.
Key facts
- over 1,000 people
- 2016
- Healthcare staffing marketplace
- Remote-first team of over 1,000 people
- Top Y-Combinator company
- Profitable since 2022
- Leader in Long-Term Care staffing
- Expanding into Home Health, Hospitals, and more