Remote Client Operations Manager for Legal Services Company

Pearl; United States; A distancia; MXN 1.661.000 - 2.399.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Remote work: fully remote

Generous PTO

Health coverage for PH-based talents

Mentorship from international industry

Learning & Development access

Global networking opportunities

Descripción de la vacante

Pearl is a founder-led, tech-enabled legal-medical services company seeking a Client Operations Manager who will own end-to-end case coordination and act as the operational backbone between law firms, insurance carriers, and medical experts.

You will manage a high-volume queue across email, phone, and portal, oversee invoicing and scheduling, and build trackers and workflows that keep all moving. This role requires ownership, precision, and resourcefulness in a fast-paced environment.

Formación

• 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 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 level for direct communication with US attorneys and medical professionals.
• Availability to work 9:00 AM – 5:00 PM ET with 100% overlap

Responsabilidades

• Own end-to-end case coordination across multiple channels (email, phone, portal).
• Manage invoicing, scheduling, and coordination workflows to keep cases moving.
• Build or repair trackers, SOPs, and workflows to improve efficiency and consistency.
• Serve as the operational backbone linking law firms, insurers, and medical experts during cases.
• Ensure 100% data hygiene and timely reporting to free founders to focus on growth.

Conocimientos

High-volume case management

Multi-channel communication

Financial coordination

Process/workflow design

English proficiency

Herramientas

Excel

Outlook

CRM / case-management system

Client portal

Descripción del empleo

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

• Application
• Screening
• Skills Assessment
• Topgrading Interview
• Client Interview
• Job Offer
• Client Onboarding

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