Client Success Assistant (US-based Tech Start-Up)

Job Description

Work Arrangement: Fully remote, overlapping Pacific Time (PST) working hours.

Job Type: Full-time, Independent Contractor.

Salary Range: TBA

Work Schedule: 40 hours per week, with core hours between 9 AM – 5 PM PST.

Locations: Remote, open to candidates worldwide with availability during Pacific Time hours.

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.

Why Work with Us?

We mean what we say that we’re building a different recruiting company here. We only work with exceptional founders from the US and EU who care about the long-term success of their team members. We also provide you with attainable 3, 6, 9, 12 month, and beyond retention bonuses in addition to community oriented opportunities like an annual retreat.

About the Company:

A dynamic legal tech startup specializing in providing client-centered legal and tax services. We are helping founders and business owners with their tax and legal matters by automating, compiling, fact-finding, and other pre-filing admin. Our team is passionate about understanding and meeting our clients' needs while fostering a collaborative and supportive work environment.

Role Overview:

As a Client Success Assistant, you’ll be an essential part of our fast-moving legal tech startup. Your role will involve handling administrative, clerical, and operational tasks that help automate and simplify legal and tax procedures. This position is perfect for someone detail-oriented, tech-savvy, and excited to contribute to the evolution of legal and tax services through innovation and efficiency.

Key Responsibilities:

1. File Management Organize and maintain client files, both digital and physical. Support attorneys and paralegals with filing organizations.
2. Document Preparation Draft documents, questionnaires, and legal forms. Assist in the assembly of petitions and applications.
3. Administrative Support Manage data entry and document management across multiple systems. Schedule and calendar management; review incoming emails and open items. Provide general administrative support, such as mailing documents, etc.
4. Immediate Tasks
1. Get familiar with our document management systems and file organization standards.
2. Start assisting in the preparation of corporate-related forms and documents.
3. Begin gathering and organizing client documents for ongoing cases.
4. Attend introductory meetings with attorneys and paralegals to understand current cases and workflows.
5. Research Projects: researching laws and creating net new SOPs to help the company expand operations to new states

Requirements

Must-Have:

• 1-3 years of administrative or office experience, preferably in a law firm setting.
• Proven experience as an Operations Specialist or Client Success Assistant
• Proficiency in the following software/tools: Microsoft Office (Outlook, Word, Excel, PowerPoint); Adobe Acrobat; Google Workspace (Gmail); Slack; CRM tools; multi-line telephone systems.
• Customer-service oriented with excellent communication skills.
• Proven experience in building SOPs, systems, etc.

Nice-to-Have:

• Experience working with remote teams.
• Experience in legal and tax services

Benefits

Compensation Package:

• Competitive Salary: TBA
• Remote Work: Fully remote—work from anywhere
• Generous PTO: Ample paid time off to rest and recharge
• 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
• Work-Life Balance: Flexible hours that support a healthy work-life balance

Our Recruitment Process:

1. Application
2. Screening
3. Top-grading Interview
4. Skills Assessment
5. Client Interview
6. Job Offer
7. Client Onboarding

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.