Client Support Specialist (Workplaces - B2B)

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.

Excited about what we're building? We'd be grateful if you'd spread the word. If you know a friend, former colleague, or someone exceptional you'd love to work with again, refer them here. https://jobs.ashbyhq.com/clipboard/form/ref-test-form

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, Accou