Pearl Talent is looking for a Client Success Manager to join a US-based legal-adjacent tech startup. In this role, you'll manage the entire case lifecycle for our clients, ensuring a smooth experience while helping us refine our processes. We're a specialized recruiting firm connecting talent with founders who are dedicated to their team's long-term success.
What You'll Do
- Own assigned client cases from onboarding to completion, starting with simpler workflows and scaling up in complexity.
- Provide empathetic, clear, and timely updates, tailored to each client’s situation and tone.
- Collect, review, and track all necessary forms and documents, ensuring accuracy and completeness.
- Communicate with internal teams, accountants, and other partners to keep cases moving forward.
- Identify recurring client situations and proactively address potential roadblocks based on past cases.
- Suggest and help implement process improvements that reduce turnaround time and increase accuracy.
- Work with our engineering team to test new features, flag issues, and suggest enhancements to our proprietary platform.
What We're Looking For
- Strong organizational skills with the ability to juggle multiple priorities.
- High attention to detail and accuracy.
- Excellent written and verbal communication skills.
- Proactive problem-solver with a willingness to figure things out independently before escalating.
- Comfortable working with evolving tech tools and processes.
Nice to Have
- Experience in paralegal, legal assistant, tax, or compliance-related roles.
- Startup or fast-paced operational experience.
- Familiarity with filing processes, regulatory workflows, or corporate compliance.
- Interest in automation, AI tools, and product feedback loops.
Technical Stack
- Proprietary platform for case management
- Google Workspace: Docs, Sheets, Drive
- Slack for internal communications
- Superhuman for AI-assisted email
- ChatGPT & Gemini as AI tools
Benefits & Compensation
- Competitive Salary: Based on experience and skills.
- Remote Work: Fully remote—work from anywhere.
- Direct Mentorship: Grow through guidance from international industry experts.
- Learning & Development: Ongoing access to resources for professional growth.
- Global Networking: Work and connect with professionals around the world.
- Retention bonuses at 3, 6, 9, and 12 months.
- Community-driven benefits like an annual retreat.
Work Mode
This is a fully remote position open to global candidates.
Pearl Talent is an equal opportunity employer.
