LegalTech / Accounting / Compliance Work Arrangement: Fully Remote Job Type: Full-time Work Schedule: Monday to Friday — 40 hours per week, aligned with U.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. You'll be responsible for ensuring data accuracy, generating actionable sales reports, and keeping every lead tracked and moving through the pipeline seamlessly.

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.





Your Impact You'll be at the center of the client experience—ensuring every legal or accounting case moves smoothly from start to finish. Ensure all required legal and accounting documentation is filed and compliant. Support data entry and digital filing across multiple platforms. Coordinate with accountants, engineers, and legal staff to move cases forward. Accounting &

• Bookkeeping Support – 5% Support simple bookkeeping, reconciliations, or expense-tracking tasks (training provided). 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. Excellent written English communication

• Familiarity with bookkeeping or accounting-related tasks (even limited professional exposure). Proficiency with Google Workspace, Slack, CRM systems, and AI tools (e.g., Background in tax, accounting, or compliance documentation . Fluent in English

• Spanish or Portuguese proficiency is a plus. 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) Competitive Salary: Based on experience and skills Remote Work: Fully remote—work from anywhere Performance Bonus: Based on data accuracy, reporting timeliness, and overall sales efficiency 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 General Networking: Connect with professionals worldwide Our Recruitment Process Application Screening Skills Assessment Top-grading Interview Client Interview Job Offer Client Onboarding Ready to Join Us?

📌 Legal Intake & Case Manager with Light Bookkeeping (LegalTech / SaaS) (Aguascalientes)
🏢 Pearl
📍 Aguascalientes