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Project Manager

🏢
Hubstaff
📍 Mexico, Mexico
📍
Location Mexico
📅
Posted May 28, 2026
🚗
Commute Local Area
🎯
Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

Client Project Management and Client Mapping

You will own the project management lifecycle for 710 active clients, each at a different stage of a long-term advisory engagement.


You will be responsible for:

  • Creating and maintaining a detailed client map for each client

  • Treating every client relationship as a separate ongoing project

  • Tracking the status of all client deliverables, including estate planning, personal balance sheets, business coaching, insurance reviews, and unique abilities tracking

  • Monitoring completed steps and identifying the next logical action

  • Clearly tracking who is responsible for each next step, whether that is the client, a partner, or an external professional

    • Partner Accountability and Follow-Through


    You will help ensure the partners stay focused, organized, and accountable.


    This includes:

  • Tracking every promise made during client meetings

  • A...

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    📍 Location Details

    🌆
    City
    Mexico
    🗺️
    Country
    Mexico
    🚗
    Commute
    Local Area

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