S&O Senior Associate

Clipboard Health
San Francisco
Workplace: RemoteFull timeFunction: Solutions Engineering & Sales EngineeringSkills: ["Curiosity","Adaptability","Problem-solving","Tenacity","Persistence"]

Own a variety of strategy and operations initiatives as an experienced generalist, starting on the Billing team. Help maximize profitability and cash conversion by improving collections, designing underwriting and predictive analytics, and redesigning payment processes (e.g., eCheck). Research, vet, and onboard vendors (including AI agents for customer-facing collections) while supporting a team of Billing Account Managers to preserve customer experience and enable sustainable growth.

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Clipboard Health
Clipboard Health
1 month ago

S&O Senior Associate

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Source: Company careers pageValidated by: Fursa AI
Last checked: 16 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Own a variety of strategy and operations initiatives as an experienced generalist, starting on the Billing team. Help maximize profitability and cash conversion by improving collections, designing underwriting and predictive analytics, and redesigning payment processes (e.g., eCheck). Research, vet, and onboard vendors (including AI agents for customer-facing collections) while supporting a team of Billing Account Managers to preserve customer experience and enable sustainable growth.
Location: San Francisco
Workplace: Remote
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Manager level

Key Responsibilities

  • •Drive strategy and operations work as a generalist, with projects tailored to strengths and early learning.
  • •Improve collections to maximize cash conversion while minimizing losses and preserving customer experience.
  • •Develop predictive analytics and underwriting approaches to identify bad payers early.
  • •Evaluate and onboard vendors, including those embedding AI agents into customer-facing collections.
  • •Support Billing team efforts to manage revenue-to-cash conversion and team performance.

Key Requirements

  • •Be able to solve a range of problem types as a resourceful, adaptable generalist.
  • •Build or apply predictive analytics models and underwriting processes to improve collections and risk mitigation.
  • •Research, vet, and onboard new vendors that can enhance customer-facing collections efforts, including AI agents.
  • •Help redesign payment conversion processes (e.g., moving check payments to eCheck) to speed cash conversion.
  • •Manage a team of Billing Account Managers (per the role’s Billing focus).
Skills:CuriosityAdaptabilityProblem-solvingTenacityPersistence
Tech Stack:AI agentsECheckPredictive analytics

Company Brief

Clipboard Health
Clipboard Health operates an app-based marketplace that connects nurses, CNAs, and other healthcare professionals with facilities needing to fill open shifts, providing flexible work opportunities and real‑time shift matching.
Industry: HR Tech
Company Size: Large (251 to 1,000 employees)
Growth: Growth Stage Startup
Valuation: Unicorn (USD 1B+)
Funding: Series C
Headquarters: San Francisco, United States
Founded: 2016
Glassdoor
Glassdoor: 3.8
WebsiteLinkedInGlassdoor