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Legal Intake & Case Manager with Light Bookkeeping (LegalTech / SaaS) - A121 at Pearl. 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%. Manage assigned client cases from intake through completion, ensuring timely delivery. . Follow up with clients for missing documentation and approvals. . Maintain accurate case tracking in internal systems. . Document Collection & Filing – 25%. Gather, review, and organize forms, contracts, and certificates with accuracy. . Ensure all required legal and accounting documentation is filed and compliant. . Support data entry and digital filing across multiple platforms. . Client Communication & Coordination – 25%. Draft professional, concise client emails providing updates and status reports. . Coordinate with . accountants, engineers, and legal staff. to move cases forward. . Act as a liaison between clients and the internal operations team. . Process Improvement & Feedback – 10%. Identify recurring issues or process bottlenecks and propose improvements. . Update or create SOPs for case workflows. . Provide structured feedback to the engineering team on automation opportunities.. Accounting & Bookkeeping Support – 5%. Support simple bookkeeping, reconciliations, or expense-tracking tasks (training provided). . Collaborate with the finance team on accounting-related inquiries or discrepancies. . Ensure accounting-related cases are documented and processed accurately. . Must-Have (Required):. 2–4 years of experience in . legal intake, case management, or paralegal support. . . Proven . proactivity and ownership mindset. — able to execute without constant supervision. . Strong . organizational and multitasking skills. , with comfort managing multiple clients and deadlines. . Excellent written English communication; client communication is primarily via email. . Familiarity with . bookkeeping or accounting-related tasks. (even limited professional exposure). . Proficiency with . Google Workspace, Slack, CRM systems, and AI tools. (e.g., ChatGPT, Superhuman, Gemini). . Experience working in fast-paced or startup environments with evolving workflows. . Nice-to-Have (Preferred):. Experience in . LegalTech, SaaS, or professional services. environments. . Background in . tax, accounting, or compliance documentation. . . Familiarity with . automation tools or case management systems. . . Strong analytical mindset and pattern recognition ability. . Fluent in English; . Spanish or Portuguese. proficiency is a plus. . Tools Proficiency. Required:. . Collaboration Tools:. Slack, Gmail . . Productivity Tools:. Google Workspace (Docs, Sheets, Drive) . . Case Management:. CRMs or project tracking systems (Airtable, Notion, or ClickUp) . . AI Productivity Tools:. ChatGPT, Superhuman, Gemini . Preferred:. . Accounting Tools:. QuickBooks, Xero, or similar . . Automation Tools:. Zapier, Make (Integromat). Company Location: Colombia.