Keystone Advisors · 19 hours ago
Project Manager / Executive Business Operations Partner
Houston, TX
Contract
Hybrid
Senior Level
5+ years expKeystone Advisors is a full-service marketing company focused on providing competitive insurance options. They are seeking a high-caliber Project Manager / Executive Business Operations Partner to support various business operations and ensure projects move from idea to execution efficiently.
Health CareHealth InsuranceInsuranceProfessional Services
Responsibilities
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
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
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
Support product rollout coordination
Assist with implementation timelines and client onboarding projects
Track sprint deliverables and cross-team dependencies
Coordinate event planning and community initiatives
Support grant tracking and partnership deliverables
Help manage volunteer and outreach programs
Coordinate vendors, property management, and project improvements
Track investment timelines and documentation
Assist with international coordination when applicable
Estimated 10–25% travel includes: Conferences, Partner meetings, Community events, Property visits and, Executive planning sessions
Qualification
Required
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
Preferred
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)
Benefits
Full Benefits Package: Health, Dental, Vision, 401K, Gym Membership / wellness, PTO and Paid Holidays.
Company
Keystone Advisors
At Keystone Advisors, we believe that progress starts with change.
51-200 employees
H1B Sponsorship
Keystone Advisors has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2022 (1)
Funding
Current Stage
Growth StageLeadership Team
Michael Rodriguez
Chief Operating Officer
Recent News
Company data provided by crunchbase