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 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. Pavago