Record Request Triager (Healthcare / HealthTech) - A205

Work Arrangement: Fully Remote – CST working hours
Job Type: Independent Contractor, Full-time
Work Schedule: US time zone coverage required (CST daytime hours) (9:00 AM – 5:00 PM CST)

Locations:

• LATAM: Mexico City (Mexico), Bogotá (Colombia), Buenos Aires (Argentina), Metro Manila (Philippines), Central Visayas (Philippines), Central Visayas (Philippines)

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.

Hear why we exist, what we believe in, and who we’re building for: WATCH HERE

Why Work with Us?
At Pearl, we’re not just another recruiting firm—we connect you with exceptional opportunities to work alongside visionary US and EU founders. Our focus is on placing you in roles where you can grow, be challenged, and build long-term, meaningful careers.

About the Company

Our client is an innovative HealthTech startup transforming the medical records industry. The company builds AI-driven solutions that modernize record retrieval processes for healthcare and legal organizations.

Role Overview

The Record Request Triager plays a crucial role in reviewing, validating, and processing incoming record requests with accuracy and compliance. This role is ideal for candidates with experience in medical record retrieval, HIPAA knowledge, strong PDF handling skills, and a high level of accuracy in fast-paced environments. The successful candidate is detail-obsessed, tech-savvy, proactive, and committed to long-term growth within an agile, collaborative team.

Your Impact:

• Ensure timely and accurate processing of medical record requests, maintaining compliance with HIPAA and state regulations.
• Contribute to operational efficiency by identifying errors and standardizing document processing workflows.
• Maintain high customer satisfaction through professional communication and issue resolution.
• Recommend process improvements and provide feedback to enhance internal systems and SOPs.

Core Responsibilities

Request Validation & Compliance Review – 40%

• Review Release of Information (ROI) forms for completeness and regulatory compliance.
• Verify all required legal and authorization elements are present.
• Identify invalid, incomplete, or inaccurate requests consistently.

PDF Editing & Document Correction – 30%

• Edit, correct, and prepare PDFs for submission using Adobe Acrobat.
• Resolve issues in scanned, illegible, or improperly formatted documents.
• Ensure standardized formatting across all outbound document packages.

Customer Communication & Issue Escalation – 20%

• Notify customers of missing, incorrect, or invalid information professionally.
• Escalate complex issues promptly to ensure timely resolution.
• Maintain high customer satisfaction while upholding compliance standards.

Process Improvement & System Feedback – 10%

• Recommend workflow, tooling, and operational improvements proactively.
• Participate in rapid iteration cycles supported by the company’s tech-forward environment.
• Collaborate with leadership to refine internal SOPs based on operational insights.

Requirements

Must-Haves (Required)

• Prior experience in medical record retrieval for legal or healthcare entities.
• Strong knowledge of HIPAA and state-by-state record request regulations.
• Advanced proficiency with Adobe Acrobat and complex PDF handling.
• Excellent written and spoken English communication skills.
• High attention to detail with proven error detection capabilities.
• Reliable, focused, and committed to long-term growth.

Nice-to-Haves (Preferred)

• Experience in HealthTech or legal-tech startup environments.
• Familiarity with medical terminology or legal case support workflows.
• Exposure to automation tools or AI-driven operational systems.

Tools Proficiency

Must-Haves (Required):

• Adobe Acrobat, PDF editing and annotation tools, Google Workspace, email tools

Nice-to-Haves (Preferred):

• Workflow management tools (Notion, Airtable, Asana), AI-enabled productivity tools

Benefits

• 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
• Global Networking: Connect with professionals worldwide

Our Recruitment Process

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

Ready to Join Us?

If this role aligns with your skills and goals, apply now to take the next step in your journey with Pearl.