[Hiring] Microsoft 365 Automation Developer @Pearl

Role Description

We are hiring a Microsoft 365 Automation Developer to design and implement the automation layer that connects the firm's case files, structured data, document templates, and AI drafting system. You will build Power Automate flows, configure SharePoint document libraries, integrate DocuSign triggers, and connect an AI document drafting component (Claude) to a living "Case Summary" document that serves as the intelligence hub for each active case. This role does not require legal expertise, it requires deep M365 technical skill, strong systems thinking, and the ability to execute a complex multi-flow integration independently.

Your Impact:

• Build a conditional case intake form that structures all key case data at intake.
• Create a living "Case Summary" document that auto-populates from intake data and updates via AI analysis of new documents.
• Implement locked Word templates with content controls for complaints, demand letters, interrogatories, and other legal documents.
• Automate routing of signed retainers from DocuSign into the correct SharePoint case folders.
• Build workflow triggers for document generation when cases move into key stages (litigation, demands, closings).
• Create weekly treatment update reports generated automatically from Excel tracking sheets.
• Reduce the attorney's manual admin time by 10+ hours per week through intelligent automation.

Qualifications

• 3–6 years of hands-on Power Automate and SharePoint development experience.
• Proven experience building multi-step automated workflows in a Microsoft 365 environment.
• Strong knowledge of SharePoint document libraries, lists, and folder-based triggers.
• Experience with Word content controls and automated document population.
• DocuSign integration experience (or equivalent e-signature platform).
• Ability to work independently and execute against a defined architecture with minimal direction.
• Strong written English for async collaboration with the attorney.
• High attention to detail — legal documents require zero formatting errors.

Requirements

• Experience integrating AI APIs (Claude, OpenAI, or similar) into automation workflows.
• Background in legal, healthcare, or other document-heavy professional services firms.
• Experience with Excel automation and report generation via Power Automate.
• Familiarity with Microsoft 365 premium connector licensing requirements.
• Experience building systems that handle sensitive or confidential data.

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.

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.

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.