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Onboarding Documents Associate

Role overview

Qualifications

  • Detail orientation with sharp eye for detail and ability to identify inconsistencies quickly and accurately.
  • Decision making: confident making timely decisions even in ambiguous situations while maintaining high standards for accuracy and compliance.
  • Organization and execution: ability to manage multiple tasks and queues effectively in a fast-paced environment.
  • Communication and ownership: clear and concise communication, taking ownership and following through on tasks, contributing to process improvements.

Responsibilities

  • Review and validate onboarding documents submitted by professionals for accuracy, completeness, and compliance with facility, local, state, and federal guidelines.
  • Monitor and manage queues for document submissions, backlogs, and expirations during assigned shifts, performing real-time prioritization.
  • Own daily tasks including document status updates, document mapping, resolving unread submissions, and supporting special projects.
  • Collaborate with cross-functional teams to resolve document-related inquiries and improve internal workflows; communicate via Slack and other internal tools to ensure alignment.

About the company

Clipboard logo

Clipboard

Clipboard connects healthcare facilities and schools with local professionals who can work unfilled shifts. Patients and students get improved care, and professionals get more flexibility and higher pay. Professionals can compare work details and pay rates (or negotiate for more) in an open, transparent marketplace. Today, healthcare facilities and schools are understaffed, which can result in poor patient care, student outcomes, and employee burnout. Meanwhile, local professionals have time and want to pick up extra shifts. These two parties don’t know each other and aren’t sure if they can work together (licenses, qualifications, or even trust might get in the way). Clipboard exists to solve this problem.

Company details

Company size501 - 1000

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Job description

Why Clipboard Exists:

We exist to lift as many people up the socioeconomic ladder as possible. We dramatically improve lives by letting professionals turn extra time and ambition into career growth and financial opportunity. We achieve this with our app-based marketplace that connects workplaces and professionals, allowing professionals to book on-demand shifts and workplaces to access on-demand talent.

About Clipboard:

Clipboard is a fast-growing Series C marketplace. We are a leader in our Long Term Care vertical and are expanding into several others (Dental, Home Health, etc.), as well as building out a full-time product.
We are a YC Top Company with a global, remote team of 1,000+ people. We have been profitable since 2022, and fill millions of shifts annually at partner workplaces across the U.S., where tens of thousands of professionals work with us every year.
We are looking for your help to keep growing so we can serve more professionals and workplaces.

To learn more about us, take a look at our website here.

Overview

Our Operations team is hiring an Onboarding Documents Associate to support and maintain the quality of our onboarding processes for healthcare professionals joining our platform. This is a detail-oriented individual contributor role focused on reviewing and validating onboarding documentation. You’ll play a key role in ensuring professionals can get to work quickly while meeting compliance standards across facilities and regulatory requirements.

You’ll work closely with cross-functional teams to execute against defined workflows, manage document queues, and improve internal processes, ensuring our onboarding systems remain accurate, efficient, and scalable.

What You’ll Do

  • Review and validate onboarding documents submitted by professionals, ensuring accuracy, completeness, and compliance with facility, local, state, and federal guidelines

  • Monitor and manage queues for document submissions, backlogs, and expirations during assigned shifts, acting on real-time prioritization

  • Own and execute daily tasks including document status updates, document mapping, resolving unread submissions, and supporting special projects

  • Contribute to ongoing improvements by reviewing internal policies and recommending updates that enhance clarity and efficiency

  • Collaborate with cross-functional teams to resolve document-related inquiries and improve internal workflows

  • Communicate clearly via Slack and other internal tools to ensure alignment and resolution of issues

  • Stay informed on evolving documentation standards and product updates to ensure consistent, accurate decision-making

  • Meet targets for document review time, accuracy, and throughput, contributing to both individual and team performance goals

What We’re Looking For

Detail Orientation – You have a sharp eye for detail and can identify inconsistencies or missing information quickly and accurately.

Decision Making – You’re confident making timely decisions, even in ambiguous situations, while maintaining high standards for accuracy and compliance.

Organization & Execution – You manage multiple tasks and queues effectively, maintaining consistency and reliability in a fast-paced environment.

Communication – You communicate clearly and concisely, especially when explaining decisions or collaborating across teams.

Ownership Mindset – You take responsibility for your work, follow through on tasks, and contribute to improving processes over time.

Nice to Have

  • Prior experience in document verification, credentialing, compliance operations, administrative support, or customer service

  • Familiarity with U.S. healthcare documentation (e.g., licenses, certifications, immunization records)

  • Experience with QA or quality-focused roles

  • Familiarity with tools like Slack, Zendesk, Google Sheets, and task management platforms

Hiring Process

  • Application

  • Assessment (sent via email within 1–2 days; please check your spam folder)

  • Interview with a member of our recruiting team

  • Final interviews and offer

Important

  • This role requires the completion of an assessment built from synthetic (not real-world) data. Please check your inbox and spam folder regularly: you will get the email within 1–2 days after applying.

  • Each candidate's compensation offer will be based on multiple factors including, but not limited to, relevant education, qualifications, certifications, experience, and geographic location.

  • Do not take interviews via a mobile phone.

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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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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