Client Success Manager

Summary

Join Pearl Talent as a Client Success Manager (CSM) and thrive in a fast-paced, dynamic tech startup. You will manage client cases from onboarding to resolution, ensuring smooth operations and client satisfaction. This role demands proactive problem-solving, excellent communication, and a willingness to adapt to evolving tech tools. You will collaborate with internal teams, gather documentation, and identify opportunities for operational improvements. Pearl offers a competitive salary, fully remote work, direct mentorship, and professional development opportunities. The company prioritizes long-term team success and provides retention bonuses.

Requirements

• 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

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

Preferred Qualifications

• 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

Benefits

• 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