Client Support Specialist (Workplaces - B2B)

About the Role

This is not a traditional call center role—you will be the frontline specialist for our most valuable business clients, our workplace customers. Your job is to proactively solve client issues, prevent churn, and ensure a seamless experience for our customers. 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

• This is primarily a voice-based role, with additional responsibilities that include handling emails as needed
• 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, Account Management, and Worker Operations to gather the necessary information and ensure customer issues are resolved effectively
• Uphold our values such as unreasonably fast, ownership, and uncomfortably high standards in every interaction

Why Join Clipboard Health?

• 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

Hiring Process

1. Application
2. Case Study
3. Interview with Hiring Manager
4. Executive Interview
5. Offer