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Project Manager

Hospitality Full Benefits Career Growth
Company

Hubstaff

Location

Mexico, Mexico

Posted

June 04, 2026

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About This Opportunity

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...