Legal Intake & Case Manager with Light Bookkeeping (LegalTech / SaaS) - A121

Industry: LegalTech / Accounting / Compliance

Work Arrangement: Fully Remote

Job Type: Full-time

Work Schedule: Monday to Friday — 40 hours per week, aligned with U.S. business hours

Locations:

• LATAM (preferred: Mexico, Colombia, Argentina, Brazil)
• Philippines

About Pearl Talent

Pearl works with the top 1% of candidates from around the world and connects them with the best startups in the US and EU. Our clients have raised over $5B in aggregate and are backed by companies like OpenAI, a16z, and Founders Fund. They’re looking for the sharpest, hungriest candidates who they can consistently promote and work with over many years. Candidates we’ve hired have been flown out to the US and EU to work with their clients, and even promoted to roles that match folks onshore in the US.

Hear why we exist, what we believe in, and who we’re building for: WATCH HERE

Why Work with Us
At Pearl, we’re not just another recruiting firm—we connect you with exceptional opportunities to work alongside visionary US and EU founders. Our focus is on placing you in roles where you can grow, make an impact, and build a long-term career. We believe in creating environments where your potential is recognized, your voice matters, and your success is tied to meaningful work—not short-term perks.

Role Overview

Our client, a fast-growing performance marketing and media agency, is seeking a Sales Operations Specialist to drive the accuracy, efficiency, and structure behind its sales engine. This role supports the sales team by maintaining CRM data integrity, optimizing workflows, producing performance insights, and coordinating lead follow-ups — enabling the sales closers to focus fully on revenue-generating work.

The ideal candidate is a disciplined, proactive operator with strong analytical and organizational skills. You’ll be responsible for ensuring data accuracy, generating actionable sales reports, and keeping every lead tracked and moving through the pipeline seamlessly. This is a highly collaborative yet self-managed position ideal for someone who thrives in detail-oriented, process-driven environments.

Core Responsibilities

About the Company

Our client is a fast-growing LegalTech startup helping entrepreneurs and business owners manage their legal, tax, and compliance matters more efficiently. By combining automation with expert human support, the company simplifies complex filing, documentation, and accounting workflows—empowering clients to stay compliant while focusing on business growth.

This is a technology-forward environment where precision, speed, and operational ownership are valued. The team operates globally, driven by a shared mission to make small-business compliance smarter and simpler.

Role Overview

We’re looking for a Legal Intake & Accounting Case Manager who thrives in a fast-paced, evolving operations environment. You’ll own multiple legal and accounting-related client cases from intake to completion—ensuring every detail, document, and communication is handled with accuracy and professionalism.

This is a cross-functional role that bridges legal, accounting, and operational workflows. You’ll interact daily with internal teams and clients, identify process gaps, and proactively drive cases to completion. It’s ideal for someone who enjoys building structure, spotting inefficiencies, and creating scalable systems.

Your Impact

You’ll be at the center of the client experience—ensuring every legal or accounting case moves smoothly from start to finish. Your precision and follow-through will directly contribute to client satisfaction, internal efficiency, and the company’s ability to scale its operations globally.

Core Responsibilities

Case Management & Client Support – 35%

• Manage assigned client cases from intake through completion, ensuring timely delivery.
• Follow up with clients for missing documentation and approvals.
• Maintain accurate case tracking in internal systems.

Document Collection & Filing – 25%

• Gather, review, and organize forms, contracts, and certificates with accuracy.
• Ensure all required legal and accounting documentation is filed and compliant.
• Support data entry and digital filing across multiple platforms.

Client Communication & Coordination – 25%

• Draft professional, concise client emails providing updates and status reports.
• Coordinate with accountants, engineers, and legal staff to move cases forward.
• Act as a liaison between clients and the internal operations team.

Process Improvement & Feedback – 10%

• Identify recurring issues or process bottlenecks and propose improvements.
• Update or create SOPs for case workflows.
• Provide structured feedback to the engineering team on automation opportunities.

Accounting & Bookkeeping Support – 5%

• Support simple bookkeeping, reconciliations, or expense-tracking tasks (training provided).
• Collaborate with the finance team on accounting-related inquiries or discrepancies.
• Ensure accounting-related cases are documented and processed accurately.

Must-Have (Required):

• 2–4 years of experience in legal intake, case management, or paralegal support.
• Proven proactivity and ownership mindset — able to execute without constant supervision.
• Strong organizational and multitasking skills, with comfort managing multiple clients and deadlines.
• Excellent written English communication; client communication is primarily via email.
• Familiarity with bookkeeping or accounting-related tasks (even limited professional exposure).
• Proficiency with Google Workspace, Slack, CRM systems, and AI tools (e.g., ChatGPT, Superhuman, Gemini).
• Experience working in fast-paced or startup environments with evolving workflows.

Nice-to-Have (Preferred):

• Experience in LegalTech, SaaS, or professional services environments.
• Background in tax, accounting, or compliance documentation.
• Familiarity with automation tools or case management systems.
• Strong analytical mindset and pattern recognition ability.
• Fluent in English; Spanish or Portuguese proficiency is a plus.

Tools Proficiency

Required:

• Collaboration Tools: Slack, Gmail
• Productivity Tools: Google Workspace (Docs, Sheets, Drive)
• Case Management: CRMs or project tracking systems (Airtable, Notion, or ClickUp)
• AI Productivity Tools: ChatGPT, Superhuman, Gemini

Preferred:

• Accounting Tools: QuickBooks, Xero, or similar
• Automation Tools: Zapier, Make (Integromat)

• Competitive Salary: Based on experience and skills

• Remote Work: Fully remote—work from anywhere
• Performance Bonus: Based on data accuracy, reporting timeliness, and overall sales efficiency
• Team Incentives: Recognition for maintaining 100% CRM hygiene and on-time reporting
• Generous PTO: In accordance with company policy
• Health Coverage for PH-based talents: HMO coverage after 3 months for full-time employees
• Direct Mentorship: Guidance from international industry experts
• Learning & Development: Ongoing access to resources for professional growth
• Global Networking: Connect with professionals worldwide

Our Recruitment Process

1. Application
2. Screening
3. Skills Assessment
4. Top-grading Interview
5. Client Interview
6. Job Offer
7. Client Onboarding

Ready to Join Us?

If you’re organized, resourceful, and thrive in an environment that values ownership and precision, this is your opportunity. Apply now and help build the operational backbone of a LegalTech company shaping the future of business compliance.