Project Manager

What is a Project Manager?

Project Managers (PMs) support the Tierra team — especially Account Managers (AMs) — by keeping operations smooth and efficient. They prep key documents, schedule meetings, facilitate organization, assign tasks in Monday.com, and support new client onboarding.

Important PM skills:

Organization — PMs follow strict guidelines to ensure Tierra assets (Google Drive, Slack channels, documents) are organized, consistent, and free of errors or omissions
Proactivity — monitor communication channels to stay ahead of task management. Use sensible judgment to anticipate team needs.
Efficiency — identify ways to streamline repetitive tasks, optimizing workflows to maximize bandwidth

Key Responsibilities

Prepare meeting notes

For all meetings under their pod:

Client Performance Updates
Internal Pod Meetings

Most meeting notes prepared on Fridays:

Copy / paste templates
Update titles & dates
Post in the appropriate Slack channel & tag relevant parties

Ahead of individual calls:

Add in all relevant updates based on client meetings, notes, Slack messages, emails, Monday.com
Send reminders to key contributors to ensure notes are complete

Update document templates as needed.

Manage tasks

Add action items as tasks in Monday.com:

Regularly monitor communications for new action items. Tasks pulled from:
- Meetings
- Slack messages / emails
All tasks must include:
- What the task is (short title + detailed description)
- Who's responsible
- When it's due

Follow up with task owners to make sure they get completed.

Support new client onboarding

Prepare assets for new clients:

Monday board
Slack canvas
Google Drive folders
Kickoff agenda
Vendor project briefs

Support the AM in any additional onboarding tasks.

Keep internal resources organized & up to date

Google Drive folders & documents
Notes and other document templates
Internal & client Slack canvases
Client Monday boards

Additional project management tasks

Upload & organize client creative assets
Prepare MarkUp links for CRO, page design, and copy review
Update client performance sheets using metrics from Google Ads, Meta, client CRMs
Update project tracking sheets
Support preparation of client dashboards on Triple Whale, HubSpot, Google Data Studio
Support preparation of pitch decks for new potential clients
Conduct competitor research
Other one-off or recurring tasks (training included as needed)

Complete your assigned tasks

Complete all assigned Monday.com tasks by their due dates
Prioritize tasks that directly impact client performance or deliverables
Anticipate upcoming tasks and prepare in advance
Take ownership — communicate delays promptly
Review all aspects of a task before marking it complete