Remote Client Operations Manager For Legal Services Company

Pearl; Xico; Remote; MXN 1,107,000 - 1,661,000; Full time

Benefits offered by this job

Competitive Salary

Remote Work

Team Incentives

Generous PTO

Health Coverage for PH-based talents

Direct Mentorship

Learning & Development

Global Networking

Job summary

Pearl is seeking 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 role is fully remote with 100% overlap to ET hours, serving a founder-led, tech-enabled services business.

The role requires managing a high-volume queue across channels, invoicing, scheduling, and workflow development. You will implement trackers and processes to streamline operations and support growth.

Qualifications

• Owns a high-volume queue of cases, accounts, or client relationships end-to-end in a B2B services environment.
• Manages high concurrent volume across email, phone, and client portal.
• Owns money-adjacent workflows (invoicing, billing, or claims) with zero-defect accuracy.
• Builds or repairs a tracker, SOP, checklist, or workflow from scratch.
• Proficient with Excel and Outlook and at least one CRM/case-management system.
• C1+ English (CEFR) for direct communication with US attorneys and medical professionals.
• Available to work 9:00 AM – 5:00 PM ET with 100% overlap.

Responsibilities

• Owns a high-volume, multi-channel queue of active cases across email, phone, and portal.
• Manages invoicing, scheduling, and coordination with law firms, insurers, and medical experts.
• Builds, updates, and maintains trackers and workflows to keep cases moving efficiently.
• Ensures data consistency and timely reporting across platforms.
• Partners with founders to reduce chasing confirmations and invoices, enabling growth focus.

Skills

High-volume ownership

Multi-channel management

Invoicing workflows

Workflow design & SOPs

Excel & Outlook

CRM/case-management

English fluency (C1+)

5-9 overlap with ET

Tools

Excel

Outlook

CRM / Case Mgmt System

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.