• Install and configure SpotOn hardware, peripherals, and networking devices, as well as additional implementation tasks as assigned. • Conduct on-site surveys to determine optimal hardware placement, verify low-voltage wiring, and identify power outlet locations. • Deliver comprehensive, hands-on client training and live support to ensure confident use of SpotOn software and features. • Perform on-site health check-ins to confirm system functionality and client satisfaction. • Conduct on-site hardware demonstrations as needed. • Build and maintain strong, trusted client relationships through regular in-person and remote engagement. • Respond to and resolve escalated support tickets promptly and professionally. • Collaborate cross-functionally with internal teams to diagnose, troubleshoot, and resolve complex client issues efficiently. • Communicate technical concepts clearly to non-technical users to promote understanding and confidence. • Identify opportunities to upsell additional products and services based on client needs. • Develop and execute strategies to generate referrals from satisfied clients. • Travel frequently to and from client locations.

• Supervise the overall monthly project accounting efforts • Review & reconcile new contracts & assess related contracts/projects • Review/Address concerns around project tracking/funds compared to project budgets • Set up new clients in accounting systems and files • Review intercompany revenue/cost transactions • Manage Interco contract execution • Manage business unit(s) project revenues • Prepare monthly project revenue forecast • Manage client invoicing based on contracts • Review and submit monthly client accruals • Assist with ad hoc projects as applicable, including the annual budget preparation • Collaborate with FP&A as applicable

• Supervise the overall monthly project accounting efforts • Review & reconcile new contracts & assess related contracts/projects • Review/Address concerns around project tracking/funds compared to project budgets • Set up new clients in accounting systems and files • Review intercompany revenue/cost transactions & updating shared financial trackers • Manage business unit(s) project revenues • Prepare monthly project revenue forecast and comparisons to budget/plan • Manage hours and expenses for client projects • Manage client invoicing based on contracts • Review and submit monthly client accruals • Review project costs compared to contracted amounts • Review set up and tracking of new employees and subcontractor hours/expenses

Role Description A founder-led, tech-enabled legal-medical services company is looking for a Client Operations Manager to own end-to-end case coordination and act as the operational backbone linking law firms, insurance carriers, and medical experts. The business is early-stage and lean, where one person owns broad operational scope and effectively runs their own workflow like a mini-GM. Transactions are high-dollar and high-stakes, the audience is legal and medical professionals, and the culture rewards ownership, precision, and resourcefulness over rigid process. Day-to-day, this role owns a high-volume, multi-channel queue of active cases across email, phone, and portal; manages invoicing, scheduling, and coordination; and builds or repairs the trackers and processes that keep everything moving. Success means the founders no longer have to chase confirmations or invoices — they fully trust that day-to-day case management is handled, freeing them to focus on growth. Qualifications - 4+ years owning a high-volume queue of cases, accounts, or client relationships end-to-end in a B2B services environment - Proven experience managing high concurrent volume across multiple channels (email, phone, client portal) - Hands-on ownership of money-adjacent workflows (invoicing, billing, or claims/case financial coordination) under zero-defect accuracy requirements - Track record of building or repairing a tracker, SOP, checklist, or workflow process from scratch - Proficiency with Excel and Outlook plus at least one CRM, case-management, or client-portal system - C1+ English (CEFR) — written and spoken at near-native, mastery level for direct communication with US attorneys and medical professionals - Availability to work 9:00 AM – 5:00 PM ET with 100% overlap Requirements - Domain exposure to medicolegal, legal services, IME, medical records, insurance, or claims coordination - Experience at an early-stage startup or lean, founder-led services business with broad individual operational ownership - Experience coordinating directly between external professional stakeholders (law firms, medical providers, insurance carriers) - Demonstrated ability to rapidly learn bespoke or proprietary internal tools and systems - Documented promotions or expanding scope within a single organization Benefits - Competitive Salary: Based on experience and skills - Remote Work: Fully remote—work from anywhere - 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 - Global Networking: Connect with professionals worldwide Company Description 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.