Remote Client Operations Manager For Legal Services Company

Pearl; São Paulo; Remote; BRL 356,000 - 560,000; Full time

Benefits offered by this job

Remote work

Generous PTO

Health coverage for PH talents

Mentorship and growth

Global networking

Job summary

Pearl is seeking a Client Operations Manager to own end-to-end case coordination across law firms, insurance carriers, and medical experts. The role requires managing high-volume workflows, invoicing, and multi-channel communication with US attorneys and medical professionals.

The position is fully remote with LATAM or Philippines overlap, offering ownership-driven growth under founder-led leadership and a culture that rewards accuracy and resourcefulness.

Qualifications

• 4+ years owning a high-volume queue of cases, accounts, or client relationships end-to-end in a B2B services environment.
• Proven experience managing high concurrent volume across multiple channels (email, phone, client portal).
• Hands-on ownership of money-adjacent workflows (invoicing, billing, or claims/case financial coordination) under zero-defect accuracy requirements.
• Track record of building or repairing a tracker, SOP, checklist, or workflow process from scratch.
• Proficiency with Excel and Outlook plus at least one CRM, case-management, or client-portal system.
• C1+ English (CEFR) — written and spoken at near-native, mastery level for direct communication with US attorneys and medical professionals.
• Availability to work 9:00 AM – 5:00 PM ET with 100% overlap

Responsibilities

• Own end-to-end case coordination across email, phone, and client portal.
• Manage invoicing, scheduling, and coordination for high-stakes cases.
• Build or repair trackers, SOPs, checklists, and workflows to ensure smooth operation.
• Ensure accurate, zero-defect handling of money-adjacent processes.

Skills

Case management

High-volume handling

CRM systems

Excel

Outlook

English communication

Tools

CRM

Excel

Outlook

Job description

Work From Anywhere in LATAM or the Philippines

Work Schedule: Eastern Time | 9:00 AM – 5:00 PM ET, 100% overlap required (Monday–Friday)

A founder-led, tech-enabled legal-medical services company is looking for a Client Operations Manager to own end-to-end case coordination and act as the operational backbone linking law firms, insurance carriers, and medical experts.

The business is early-stage and lean, where one person owns broad operational scope and effectively runs their own workflow like a mini-GM. Transactions are high-dollar and high-stakes, the audience is legal and medical professionals, and the culture rewards ownership, precision, and resourcefulness over rigid process.

Day-to-day, this role owns a high-volume, multi-channel queue of active cases across email, phone, and portal; manages invoicing, scheduling, and coordination; and builds or repairs the trackers and processes that keep everything moving. Success means the founders no longer have to chase confirmations or invoices — they fully trust that day-to-day case management is handled, freeing them to focus on growth.

Requirements

Must-Have

• 4+ years owning a high-volume queue of cases, accounts, or client relationships end-to-end in a B2B services environment
• Proven experience managing high concurrent volume across multiple channels (email, phone, client portal)
• Hands-on ownership of money-adjacent workflows (invoicing, billing, or claims/case financial coordination) under zero-defect accuracy requirements
• Track record of building or repairing a tracker, SOP, checklist, or workflow process from scratch
• Proficiency with Excel and Outlook plus at least one CRM, case-management, or client-portal system
• C1+ English (CEFR) — written and spoken at near-native, mastery level for direct communication with US attorneys and medical professionals
• Availability to work 9:00 AM – 5:00 PM ET with 100% overlap

Nice-to-Have

• Domain exposure to medicolegal, legal services, IME, medical records, insurance, or claims coordination
• Experience at an early-stage startup or lean, founder-led services business with broad individual operational ownership
• Experience coordinating directly between external professional stakeholders (law firms, medical providers, insurance carriers)
• Demonstrated ability to rapidly learn bespoke or proprietary internal tools and systems
• Documented promotions or expanding scope within a single organization

Benefits

• Competitive Salary: Based on experience and skills
• Remote Work: Fully remote—work from anywhere
• 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. Topgrading Interview
5. Client Interview
6. Job Offer
7. Client Onboarding

Ready to Join Us?

If you’re empathetic, organized, and passionate about improving patient experiences through operational excellence, this role is for you.