Operations Associate

Description

Summary: The Operations Associate acts as the operational backbone for a high-value deal pipeline, focusing on execution, organization, and relentless follow-through to ensure deals progress smoothly. Highlights: 1. High ownership in operations and execution with direct business impact 2. Clear, structured work with defined outcomes and no sales pressure 3. Focus on execution, organization, and relentless follow-through **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.**