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Client Support Specialist; Workplaces - B2B

Remote / Online - Candidates ideally in
Kingston, Ulster County, New York, 12402, USA
Listing for: Clipboard Health
Remote/Work from Home position
Listed on 2026-07-01
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep, HelpDesk/Support, Customer Success Mgr./ CSM, Technical Support
Job Description & How to Apply Below
Position: Client Support Specialist (Workplaces - B2B)

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, 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?

  • 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

  • Application

  • Case Study

  • Interview with Hiring Manager

  • Executive Interview

  • Offer

  • 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.

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