Onboarding Expert

Clipboard
Canada +1 more
RemoteCareer-pivot friendly

Who this role is best for

Aimed at mid-level onboarding specialists who thrive in remote, healthcare-focused environments and excel at guiding professionals through complex processes.

Best fit for

  • Candidates with strong communication skills and a knack for identifying process gaps in healthcare workflows
    — “Identify pain points and opportunities for improvement in the worker experience
  • Individuals who can build rapport quickly while maintaining detailed documentation of interactions
    — “You’re comfortable making calls in a phone-heavy, fast-paced environment and love building rapport quickly
  • Professionals with experience in customer-facing roles that require both proactive outreach and problem-solving
    — “Make ~60 targeted outbound calls per day to Clipboard app users

Things to consider

  • Requires adherence to strict system requirements including wired internet and specific hardware
    — “A reliable laptop/desktop (no Chromebooks or Linux OS)
  • Time zone alignment with US Eastern Time is mandatory for weekday work commitments
    — “Able to work weekdays in US Eastern Time

How to stand out

  • Highlight experience resolving non-technical barriers in customer onboarding processes
    — “Guide them, cheer them on, solve blockers, and help them take their first step
  • Demonstrate proactive problem-solving by showcasing past process improvement initiatives
    — “Recognize pain points and aren't afraid to step in and lead the charge on improvements
  • Emphasize ability to balance high-volume communication with personalized support
    — “Every conversation is unique, and you’ll need to think on your feet
Pace · Fast PacedCollaboration · MediumAutonomy · MediumDecision Impact · TeamLevel · Mid

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • high customer satisfaction
  • smooth onboarding process
  • improved worker experience
Typical background
customer supportsalesrecruiting

Skills & requirements

Required

Customer OnboardingCommunicationProblem-solvingDocumentationPain Point Identification

Preferred

Inside SalesClient OnboardingHealthcare Recruiting

About the role

Original posting from Clipboard via Ashby

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.

ABOUT THE ROLE:

As an Onboarding Expert, you’ll be a key contributor to an excellent onboarding journey for new and reactivated workers on our app. You’ll guide them, cheer them on, solve blockers, and help them take their first step to making a difference.

WHAT YOU’LL BE DOING

  • Make ~60 targeted outbound calls per day to Clipboard app users.
  • Host ~5 pre-booked 15-minute onboarding consultations daily.
  • Send follow-up emails and texts to answer questions and support worker onboarding.
  • Respond to inbound messages and support tickets.
  • Keep clear documentation of all interactions.
  • Identify pain points and opportunities for improvement in the worker experience.
  • Be the go-to guide and trusted partner helping professionals feel confident, supported, and ready to work their first shift.

WHAT MAKES YOU A GREAT FIT

  • You enjoy talking to people, helping them succeed, solving challenges, and getting them excited about Clipboard.
  • You’re comfortable making calls in a phone-heavy, fast-paced environment and love building rapport quickly.
  • You speak and write English clearly and professionally.
  • You’re organized, follow through on tasks, and don’t let things slip.
  • You’re curious, resourceful, and always looking for the root cause of a problem.
  • You’re quick with tools and not afraid to learn new systems.
  • You’re observant, recognize pain points and opportunities, and aren't afraid to step in and lead the charge on improvements.
  • Able to work weekdays in US Eastern Time.

Experience in inside sales, client onboarding, customer support, or healthcare recruiting is a plus - but not required. If you’re a quick learner with great communication skills, we want to hear from you.

WHAT THIS ROLE IS NOT

  • Not cold calling - you’ll only speak with professionals who have accounts on the app.
  • Not technical support - you’ll guide workers but escalate deeper tech issues.
  • Not repetitive - every conversation is unique, and you’ll need to think on your feet.

WHY JOIN CLIPBOARD

  • 100% Remote
  • Mission-driven work that improves lives
  • Supportive, collaborative international team
  • Career growth in a fast-moving tech company

SYSTEM REQUIREMENTS

To succeed in this role, you must have:

  • 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.

READY TO EMPOWER HEALTHCARE PROFESSIONALS FROM DAY ONE?

Start your journey with Clipboard - fill out the form below, and let’s make an impact together.

Want to know more? Please feel free to check out our Remote Work Guidelines https://docs.google.com/document/d/1pXZ4uonkoH5__h1I3s25HJWaGFI-15yszP-i4I75bUM/edit?usp=sharing.

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 https://forms.gle/SyGaxHFbon7Hg9fW6.

Source: Clipboard careers (Ashby)

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