- Location
- Central Luzon, Philippines · published · Central Visayas, Philippines · Mimaropa, Philippines · Mexico City, Mexico City, Mexico · Bogotá, Bogota, Colombia · Honduras, Santo Domingo, Dominican Republic
- Type
- Full-time
- Department
- Customer Service
- Seniority
- Entry
- Source
- Workable
Description
Work From Anywhere in LATAM or the Philippines
Work Schedule: EST | 10:00 AM – 6:00 PM (Monday–Friday)
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.
Hear why we exist, what we believe in, and who we're building for:
Watch here: https://www.loom.com/share/863b8e426e6d48309aa8f4ea4c1c94cd
About the Client
A fintech company providing enterprise-grade financial infrastructure for clinical trial participant reimbursement is hiring a Customer Support & Operations Associate to own US-timezone support coverage and keep a growing global support operation running smoothly.
The company serves pharmaceutical sponsors, clinical research organizations, and research sites worldwide through managed service, white-label SaaS, and embedded integration models. The team is lean and collaborative, with documented SOPs, templated workflows, and an AI-powered triage tool in deployment — built for someone who wants ownership from day one.
About the Role
This role is 75% customer support and 25% operations. Day-to-day, you'll monitor multiple Zendesk inboxes and respond in writing to clinical trial participants, research site staff, and enterprise clients — adapting templated responses to each audience and escalating with clear context when a query needs payment provider data or specialist input. The operations side covers month-end invoicing in QuickBooks, reporting, and equipment and admin coordination. Success means every query acknowledged or resolved within one business day, disciplined inbox hygiene with no dropped threads, and confident, autonomous ownership of the US-hours support function.
Core Responsibilities
Customer Support (Zendesk)
- Monitor multiple support inboxes and respond to participant, research site, and client queries within a one-business-day SLA.
- Adapt templated responses based on business model and audience context.
- Escalate queries requiring payment provider access or technical investigation through documented pathways via MS Teams.
- Maintain ticket status accuracy and close every follow-up loop.
- Use the company's AI triage tool to gather query context and accelerate resolution.
Invoicing & Financial Reporting
- Execute month-end invoicing in QuickBooks and client-specific platforms (Coupa, Tipalti) during the first week of each month.
- Prepare and submit recurring financial reports.
- Coordinate with internal teams on billing discrepancies.
Operations Administration
- Coordinate equipment procurement and courier logistics.
- Execute ad hoc HR admin tasks and maintain process documentation.