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Strategic WFM Analyst

Clipboard·Remote (Canada, UK, EU)Remotemid

In short

  • →Analista estratégico de gestión de fuerza laboral que transforma pronósticos en decisiones de headcount y presupuesto.
  • →Modela trade-offs entre FTE, BPO, horas extras y costos con enfoque en impacto financiero y operativo.
  • →Rol de alto nivel con influencia en ejecutivos, requiere dominio avanzado de WFM, análisis financiero y comunicación ejecutiva.

Proficiency in English required for cross-functional collaboration and executive communica

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The questions they'll ask you

1. ¿Cómo modelarías el impacto de una nueva función de producto que reduce el volumen de llamadas en un 30% en tu capacidad de FTE?

2. ¿Qué métricas usarías para validar si un modelo de pronóstico de demanda está sesgado y cómo lo corregirías?

3. Describe un caso donde diste una recomendación de headcount que enfrentó resistencia — ¿cómo lo justificaste con datos?

🔒 +7 more questions

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💵 USD · Remote · No visa

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What they ask for

  • ✓Dominio avanzado de fundamentos de WFM: Erlang, AHT, shrinkage, SLA/ASA.
  • ✓Experiencia en modelado de capacidad y planificación de headcount multi-LOB.
  • ✓Habilidad comprobada para traducir datos complejos en memorandos ejecutivos claros.
  • ✓Capacidad para influir sin autoridad formal en equipos de Finanzas, Producto y Operaciones.
  • ✓Experiencia con Google Sheets, SQL o Python para análisis cuantitativo avanzado.
  • ✓Alto nivel de autonomía en entornos con datos incompletos y alta ambigüedad.

Don't tick every box? That's normal — your free dossier shows your gaps and how to cover them in the interview.

Google SheetsSQLPythonErlangAHTSLAASAShrinkageBPOFTE

Who should you write to at Clipboard?

Your free dossier identifies the people who'd interview you — their background, what they value, and how to reach out so you stand out before applying.

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. 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, 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. , 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.

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