S&O Senior Associate

About the role

This role is for a versatile problem-solver who thrives on tackling diverse challenges. You will have the chance to contribute to various strategic and operational initiatives within the company. If you are resourceful, adaptable, and enjoy deep-diving into complex issues, this position is a great fit. The position requires a high degree of ownership over ambiguous projects where the path forward is not immediately clear. You will be expected to synthesize information from disparate sources and translate it into actionable recommendations for leadership. Success in this role hinges on your ability to manage multiple priorities simultaneously while maintaining a high standard of accuracy. You will be a key partner in driving process integrity and supporting data-driven decision-making across the organization.

Key facts

What you'll do

• Develop an internal predictive model and associated underwriting procedures to identify potential non-payers early, informing contract decisions and risk management.
• Research, evaluate, and integrate a new vendor that uses AI agents for customer outreach in collections.
• Revamp the process for transitioning workplaces to updated payment methods to accelerate cash flow.
• Oversee a team of Billing Account Managers.
• Design and maintain documentation for core operational workflows to ensure consistency and compliance.
• Analyze key performance indicators to identify trends and propose data-backed improvements to current strategies.
• Collaborate with cross-functional stakeholders to define project scopes and deliverables that align with business objectives.
• Conduct regular audits of operational processes to mitigate risk and identify areas for increased efficiency.
• Serve as the primary point of contact for strategic initiatives requiring coordination between technical and business teams.
• Translate complex business requirements into clear specifications for technical partners.
• Monitor the performance of implemented solutions and iterate based on feedback and observed outcomes.
• Champion a culture of continuous improvement by questioning existing assumptions and exploring alternative methodologies.

Requirements

• A minimum of 2 years of relevant professional experience.
• A Bachelor's degree.
• A functioning laptop or desktop computer (Windows or macOS), a wired internet connection of at least 20 Mbps, a wired headset, and a quiet workspace free from distractions.
• Eligibility to work in the United States without requiring sponsorship at this time.
• Authorization to work in the United States is required for this position.
• You must possess a valid Social Security Number.
• You must have the right to permanent employment in the United States.
• You must be physically located in the United States for the duration of this engagement.
• You must be able to pass standard background checks as required by the company policy.

Nice to have

• Experience in a lending or financial services environment.
• Familiarity with billing and collections processes.

Practical notes

• Please check your spam folder for application updates.
• Clipboard will not request payment or bank details during the hiring process.

The successful candidate will operate in a fully remote environment based within the United States. This is a full-time engagement that demands a reliable internet connection and a dedicated workspace. The compensation range is set between $90,000 and $130,000 annually, reflecting the level of responsibility and expertise required for the position. The selected individual will be expected to manage a high volume of tasks and exercise judgment in situations where guidelines are not explicitly defined. You will be responsible for developing internal predictive models that help the company identify potential non-payers before contracts are finalized. This analytical work will directly influence contract decisions and the broader risk management strategy of the organization.

Another core responsibility involves researching and evaluating new vendors, specifically those utilizing AI agents for customer outreach in collections. You will assess the viability and effectiveness of these technologies, ensuring they align with the company's operational standards and strategic goals. You will also lead efforts to revamp the process for transitioning workplaces to updated payment methods, a critical function aimed at accelerating cash flow. This requires a detailed understanding of current procedures and the ability to redesign workflows for maximum efficiency.

Oversight of a team of Billing Account Managers is a key component of this role. This includes directing team activities, providing guidance, and ensuring that service levels are met consistently. You will design and maintain documentation for core operational workflows, which serves as a foundational element for maintaining consistency and compliance across departments. Analysis of key performance indicators will be an ongoing duty, allowing you to identify trends and propose data-backed improvements to current strategies.

Collaboration with cross-functional stakeholders is essential, as you will be defining project scopes and deliverables that align with business objectives. This requires strong analytical and problem-solving abilities, as you will be translating complex business requirements into clear specifications for technical partners. Conducting regular audits of operational processes is necessary to mitigate risk and identify further opportunities for increased efficiency. You will serve as the primary point of contact for strategic initiatives that require coordination between technical and business teams.

The role demands adaptability and a willingness to learn new technologies as the company evolves. Excellent communication and interpersonal skills are mandatory, as you will be interacting with team members and stakeholders regularly. The ability to work independently with minimal supervision is a critical trait for success in this position. You must be able to manage your schedule effectively and meet deadlines without direct oversight.

Candidates must hold a Bachelor's degree and possess a minimum of two years of relevant professional experience. The technical requirements for this role include possessing a functioning laptop or desktop computer, either Windows or macOS, along with a wired internet connection of no less than 20 Mbps. A wired headset is necessary to ensure clear communication during virtual meetings. Furthermore, you must maintain a quiet workspace that is free from distractions to facilitate focused work.

Eligibility to work in the United States is a strict requirement for this position, and sponsorship is not available at this time. You must be physically located in the United States for the duration of the engagement. This requirement extends to possessing a valid Social Security Number and having the right to permanent employment in the country. The ability to pass standard background checks as required by company policy is also mandatory.

While not required, experience in a lending or financial services environment is preferred. Similarly, familiarity with billing and collections processes is considered a nice-to-have qualification for this role. The day-to-day work will involve a significant amount of analysis and process management, so a high tolerance for detail is necessary.

Please check your spam folder for application updates regarding this position. Clipboard will not request payment or bank details during the hiring process. The application process is designed to assess your fit for the role based on the outlined requirements and your demonstrated ability to execute the responsibilities listed.