Operations Associate

Description

Summary: The Operations Associate acts as the operational backbone for a deal pipeline, focusing on execution, organization, and follow-through to ensure all tasks are tracked and moving forward. Highlights: 1. Execution, organization, and follow-through are core to this role 2. Manage deal pipeline in HubSpot and provide deal execution support 3. Not a traditional investment banking role with no client-facing pressure **Job Title: Operations Associate** **Location:** Remote **Working Hours:** EST **About the Role** We’re hiring a **Operations Associate** to act as the operational backbone of our client’s deal pipeline. This is **not a traditional investment banking role**. There is **no heavy modeling, no client\-facing pressure, and no deal origination expectations**. Instead, this role is about **execution, organization, and follow\-through**. You’ll be responsible for ensuring that **every deal, follow\-up, and task is tracked, updated, and moving forward**—without anything slipping through the cracks. **What You’ll Be Doing****1\. BD Pipeline Management (50%)*** Own and manage the **deal pipeline inside HubSpot** * Track inbound interest, responses, and follow\-ups across deals * Send **consistent follow\-ups and reminders** on slow\-moving opportunities (6–12 month cycles) * Maintain clean, structured CRM data (notes, stages, next steps) * Flag urgent items and ensure leadership stays on top of priorities **2\. Deal Execution Support (50%)*** Update and maintain **Excel templates** for deal tracking and reporting * Format data into **clean, presentable outputs (graphs, summaries, visuals)** * Support preparation of **client\-facing materials and pitch content** * Coordinate scheduling for meetings and deal\-related calls * Provide **general operational and administrative support** **What Success Looks Like*** HubSpot is **fully up to date, structured, and reliable** * Follow\-ups are **sent consistently without being asked** * No deal or communication **falls through the cracks** * Excel reports are **clean, accurate, and delivered on time** * Leadership does **not need to chase you for updates** **Must Haves*** **Hands\-on experience with HubSpot CRM** (deal tracking, tasks, follow\-ups) * **Intermediate Excel skills** (formatting, templates, basic data handling) * Strong written English (you’ll be drafting follow\-ups independently) * Extremely **organized and detail\-oriented** * Comfortable with **high\-volume follow\-ups and repetitive tracking work** * Proactive mindset — you **flag issues before being asked** * Must be available to work **EST hours** * Must be based in **South Africa or Latin America** **Nice to Have (Not Required)*** Exposure to **finance, M\&A, or investment banking environments** * Experience supporting a **founder or senior executive** * Familiarity with **pitch decks or data visualization tools** * Experience with CRM workflows or automation **Interview Process:*** Initial Phone Screen * Video Interview with Pavago Recruiter * Client Interview * Offer \& Background Verification