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
2. 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.
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