Customer Ops Strategy Associate

Clipboard•San Francisco, CA

75d•Remote

About The Position

The Customer Ops Strategy Associate role is a generalist role at Clipboard suited for the “all-around athlete” type who can do it all and wants exposure to a range of problems and opportunities. You’re likely someone who’s interested in and capable of solving different problem types – you’re resourceful, adaptable, and confident you can figure it out if you can sink your teeth in deep enough. These are the ingredients for a problem-solver who is eager to flex into multiple different types of roles and responsibilities depending on what’s needed and most impactful. While we know which team you’ll join as part of your first “tour of duty” (see below), we don’t know exactly what work or projects you’ll drive out of the gate, so you’ll notice the work we’re advertising isn’t entirely specific. It depends on your strengths and what we learn during both the recruiting process and your first days at Clipboard. But we’ll make a few promises to you about the role: it’ll be high-impact, fast-paced work that has an impact on our customers and on our business. In terms of “what might I actually do” – here’s a list of example initiatives to give you an idea: Redesign our process for reaching out to workplaces about converting them to new methods of payment, such as getting customers who send checks to start paying us via eCheck to speed up the cash conversion process Research, vet, and onboard a new vendor that embeds AI agents into our customer-facing collections efforts Build an internal predictive analytics model to catch bad payers earlier with high accuracy Manage a team of Collections Account Managers First tour of duty Our most immediate need right now in Customer Operations is in the Billing team. You can read a quick background of what the Billing team does below, but the TLDR is that we want to collect money as fast as possible and minimize losses, while preserving the customer experience, in service of reliably converting revenue into cash (the lifeline of a capital-intensive business like ours). This in a way is “ensuring high-quality growth” for the company. With thousands of customers operating in different regulatory environments, under different conditions, with nuanced capital structures and corporate setups, and using varied complicated processes – this can be hard to do at scale. Your first tour of duty would be on the Billing team, where you’ll help us strengthen the quality of our team with things like increasing the speed at which we collect money and better vetting our customer base at scale to be confident in their financial position, all while improving the customer experience through things like lightning-fast response times. Oh, and by the way, you don’t need to be an expert in finance or accounting – while it’d be a plus, we expect you to learn the basics along the way.

Requirements

Are insatiably curious and notice non-obvious clues and patterns
Roll up their sleeves and go to the source
Bring a tenacity and persistence to problem-solving
Bounce back from failure quickly
A reliable laptop/desktop (no Chromebooks or Linux OS).
Minimum 20 Mbps wired internet connection.
Wired headset for clear communication.
A quiet, distraction-free workspace.
Stable power and internet connectivity

Nice To Haves

Expert in finance or accounting

Responsibilities

Redesign our process for reaching out to workplaces about converting them to new methods of payment, such as getting customers who send checks to start paying us via eCheck to speed up the cash conversion process
Research, vet, and onboard a new vendor that embeds AI agents into our customer-facing collections efforts
Build an internal predictive analytics model to catch bad payers earlier with high accuracy
Manage a team of Collections Account Managers
Increasing the speed at which we collect money
Better vetting our customer base at scale to be confident in their financial position
Improving the customer experience through things like lightning-fast response times

Benefits

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

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