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%

Document Collection & Filing – 25%

Client Communication & Coordination – 25%

Process Improvement & Feedback – 10%

Accounting & Bookkeeping Support – 5%

Requirements

Must-Have (Required) :

Nice-to-Have (Preferred) :

Tools Proficiency

Required :

Preferred :

Benefits

Our Recruitment Process

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.