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 an Operations Associate to act as the operational backbone of a high-value deal pipeline .

This is not 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 that every 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 in HubSpot CRM
• Track:
• Inbound interest
• Responses
• Follow-ups
• Send consistent follow-ups across long deal cycles (6–12 months)
• Maintain clean CRM data :
• Notes
• Stages
• Next steps
• Flag urgent items and keep leadership aligned on priorities

1. Deal Execution & Operations Support (50%)

• Maintain and update Excel 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 is clean, structured, and always up to date
• Follow-ups are sent consistently without reminders
• No deal, task, or communication is missed
• Reports are accurate, clear, and delivered on time
• Leadership never has to chase updates

What Makes You a Strong Fit

• Extremely organized and detail-oriented
• Process-driven with strong execution discipline
• Comfortable handling high-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 with HubSpot (deal tracking, tasks, follow-ups)
• Intermediate Excel / Google Sheets :
• Formatting
• Templates
• Basic data handling
• Strong written English (independent follow-up communication)
• High attention to detail and organization
• Ability to manage long deal cycles and repeated follow-ups

Work Requirements

• Must be available during EST 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 on structure, execution, and keeping things moving without missing details , this role is built for you.
• Apply now and become the engine that keeps high-value deals moving forward.