Client Success Manager (US Based LegalAdjacent Tech Startup)

We’re not just another recruiting firm—we focus on placing candidates with exceptional US and EU founders who prioritize the longterm success of their team members. We also provide retention bonuses at 3, 6, 9, and 12 months, as well as communitydriven benefits like an annual retreat.

About the Company

Dynamic, fastgrowing tech startup operating at the intersection of business winddown services, compliance, and automation. We’re not a law firm or an accounting firm — but our work often touches legal, tax, and regulatory processes. Our mission is to help business owners navigate these often complex situations with speed, precision, and empathy.

Role Overview

We’re looking for a Client Success Manager (CSM) who thrives in a fastpaced, operationally complex environment. You’ll work closely with clients and internal teams to manage cases from onboarding to resolution, anticipate needs before they arise, and help us continue to improve our processes and client experience. You’ll liaise with clients, gather and organize documentation, coordinate with accountants, engineers, and other stakeholders, and spot opportunities for operational improvements.

This is not a “sit back and wait” role, we need someone proactive, curious, and willing to get their hands dirty. You’ll help us refine our SOPs, contribute to product feedback, and embrace our evolving tech tools as we automate more of our processes.

Key Responsibilities

• Client Case Management: Own assigned client cases from onboarding to completion, starting with simpler workflows and scaling up in complexity.
• Client Communication: Provide empathetic, clear, and timely updates, tailored to each client’s situation and tone.
• Documentation & Filing: Collect, review, and track all necessary forms and documents, ensuring accuracy and completeness.
• Stakeholder Coordination: Communicate with internal teams, accountants, and other partners to keep cases moving forward.
• Pattern Recognition: Identify recurring client situations and proactively address potential roadblocks based on past cases.
• Operational Improvements: Suggest and help implement process improvements that reduce turnaround time and increase accuracy.
• Product Feedback: Work with our engineering team to test new features, flag issues, and suggest enhancements to our proprietary platform.

• Requirements

  MustHave:

  • Strong organizational skills with the ability to juggle multiple priorities.
  • High attention to detail and accuracy.
  • Excellent written and verbal communication skills.
  • Proactive problemsolver with a willingness to figure things out independently before escalating.
  • Comfortable working with evolving tech tools and processes.

  • NicetoHave:

    • Experience in paralegal, legal assistant, tax, or compliancerelated roles.
    • Startup or fastpaced operational experience.
    • Familiarity with filing processes, regulatory workflows, or corporate compliance.
    • Interest in automation, AI tools, and product feedback loops.

    • Tools & Communication Channels:

      • Proprietary platform (case management)
      • Google Workspace (Docs, Sheets, Drive)
      • Slack (internal comms)
      • Superhuman (AIassisted email)
      • ChatGPT & Gemini (AI tools)

      • Benefits

        Compensation Package

        • 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

        • Our Recruitment Process

          1. Application
          3. Screening
          5. Topgrading Interview
          7. Skills Assessment
          9. Client Interview
          11. Job Offer
          13. Client Onboarding

          14. Ready to Join Us?

              If this role aligns with your skills and career goals, we’d love to hear from you. Apply now to take the next step in your journey with Pearl.