Project Manager / Executive Business Operations Partner

Keystone Advisors • Houston, TX

6d

About The Position

We are seeking a high-caliber, execution-obsessed Project Manager / Executive Business Operations Partner to support a fast-moving multi-business entrepreneur overseeing organizations across:
Insurance Brokerage & BPO Operations
Healthcare & Data Technology Platform
Non-Profit / Community Impact Initiatives / Events and Annual Exec/Sales Summits
This role serves as a force multiplier for the CEO — translating strategy into execution, keeping multiple companies aligned, and ensuring projects move from idea → launch → scale without chaos.
This is not a traditional admin role. This is a hybrid of:
Project Manager
Operations Integrator
Executive Partner
Some travel will be required to support executive initiatives, partnerships, site visits, and key events.

Requirements

• 5+ years Project Management, Operations, or Chief of Staff support experience
• Experience supporting executives or founders preferred
• Strong multi-project management across different industries
• High discretion and professionalism (you’ll see everything)
• Advanced organizational and prioritization skills
• Strong written and executive communication skills
• Comfortable in high-growth, fast-change environments

Nice To Haves

• Healthcare, Insurance, or BPO operations exposure
• Technology implementation or SaaS environment experience
• Non-profit or community program coordination
• Real estate or asset management exposure
• Experience working in founder-led or high-growth companies
• CRM platforms (Salesforce or similar)
• Project tools (Jira, Monday, Confluence, Smartsheet)
• Data dashboards / reporting tools
• Microsoft Office + Google Workspace
• AI productivity tools (working smarter, not harder)

Responsibilities

• Enterprise Project Management
• Manage cross-company projects across insurance, BPO, tech, nonprofit, and real estate
• Build and maintain project plans, timelines, risk trackers, and milestone dashboards
• Coordinate cross-functional teams (Sales, Ops, Tech, Finance, Compliance, Community Partners)
• Drive accountability on deliverables and deadlines
• Track KPIs and provide executive-ready status reporting
• Executive Operations Support
• Act as execution extension of CEO priorities
• Prepare briefing materials, talking points, and executive summaries
• Support partnership launches, acquisitions, and new market expansion initiatives
• Assist with vendor selection, contract coordination, and implementation timelines
• Anticipate needs before they become fires
• Business Line Support
• Insurance Brokerage / BPO
• Support membership growth initiatives
• Coordinate call center launches, staffing models, and vendor integrations
• Track performance metrics and service level standards
• Assist with carrier and partner implementation projects
• Technology Platform
• Support product rollout coordination
• Assist with implementation timelines and client onboarding projects
• Track sprint deliverables and cross-team dependencies
• Non-Profit / Community Programs
• Coordinate event planning and community initiatives
• Support grant tracking and partnership deliverables
• Help manage volunteer and outreach programs
• Real Estate / International Assets
• Coordinate vendors, property management, and project improvements
• Track investment timelines and documentation
• Assist with international coordination when applicable

Benefits

• Competitive salary based on experience
• Performance bonus potential
• Travel expense coverage
• Growth path into senior operations or chief of staff leadership
• Full Benefits Package: Health, Dental, Vision, 401K, Gym Membership / wellness, PTO and Paid Holidays.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed