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Project Manager

Hubstaff · Mexico, Mexico, Mexico

Location
Mexico
Job Type
Hourly contract
Posted
June 04, 2026

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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