Operations Associate

Operations Associate (HubSpot CRM, Deal Pipeline, Excel Reporting) – Remote | EST Hours

Position Type: Full-Time, Remote
Working Hours: EST

About the Role

We’re hiring anOperations Associate to act as theoperational backbone of a high-value deal pipeline.

This isnot a traditional finance or investment banking role:

• ❌ No heavy financial modeling
• ❌ No client-facing pressure
• ❌ No deal sourcing or sales targets

Instead, this role is about:
👉Execution
👉Organization
👉Relentless follow-through

You will ensure thatevery deal, follow-up, and task is tracked, updated, and moving forward — with zero drop-offs.

What You’ll Own

1. Deal Pipeline Management (50%)

• Own and manage deal pipeline inHubSpot CRM
• Track:
• Inbound interest
• Responses
• Follow-ups
• Send consistent follow-ups acrosslong deal cycles (6–12 months)
• Maintainclean CRM data:
• Notes
• Stages
• Next steps
• Flag urgent items and keep leadership aligned on priorities

2. Deal Execution & Operations Support (50%)

• Maintain and updateExcel deal tracking templates
• Convert raw data into:
• Clean summaries
• Reports
• Graphs and visuals
• Support preparation of:
• Pitch materials
• Client-facing documents
• Coordinate:
• Meetings
• Calendars
• Deal-related calls
• Provide general operational and admin support

What Success Looks Like

• HubSpot isclean, structured, and always up to date
• Follow-ups are sentconsistently without reminders
• No deal, task, or communication is missed
• Reports areaccurate, clear, and delivered on time
• Leadershipnever has to chase updates

What Makes You a Strong Fit

• Extremely organized and detail-oriented
• Process-driven with strong execution discipline
• Comfortable handlinghigh-volume follow-ups
• Proactive — you identify issues before being asked
• Reliable and consistent in repetitive, structured work
• Strong written communicator (especially for follow-ups)

Requirements (Must-Have)

Core Skills

• Hands-on experience withHubSpot (deal tracking, tasks, follow-ups)
• IntermediateExcel / Google Sheets:
• Formatting
• Templates
• Basic data handling
• Strong written English (independent follow-up communication)
• High attention to detail and organization
• Ability to managelong deal cycles and repeated follow-ups

Work Requirements

• Must be available duringEST hours
• Must be based in:
• South Africa
• Latin America

Nice to Have (Not Required)

• Exposure to:
• Finance
• M&A
• Investment banking environments
• Experience supporting:
• Founders
• Senior executives
• Familiarity with:
• Pitch decks
• Data visualization tools
• Experience with CRM workflows or automation

Tools You’ll Use

• HubSpot
• Excel / Google Sheets
• Calendar & scheduling tools
• Internal tracking systems

Why This Role is Different

• No sales pressure
• No financial modeling complexity
• Clear, structured work with defined outcomes
• High ownership in operations and execution
• Direct impact on deal progression and business performance

Interview Process

• Initial Phone Screen
• Video Interview with Pavago Recruiter
• Client Interview
• Offer & Background Verification

Apply Now

If you’re someone who thrives onstructure, execution, and keeping things moving without missing details, this role is built for you.

Apply now and become theengine that keeps high-value deals moving forward.