Operations Associate

Operations Associate – HubSpot CRM, Deal Pipeline & Excel Reporting | Remote

Position Type: Full-Time, Remote
Working Hours: U.S. Eastern Time (EST)
Location: South Africa or Latin America
About the Role

At Pavago , one of our clients is hiring a highly organized Operations Associate to keep a high-value deal pipeline accurate, structured, and consistently moving forward.

This is not a traditional finance, investment banking, or sales role. You won’t be responsible for complex financial modeling, sourcing deals, or hitting sales quotas. Instead, your focus will be on execution, HubSpot CRM management, reporting, deal coordination, and consistent follow-through .

You’ll own the operational details behind long, 6–12 month deal cycles , ensuring every opportunity, follow-up, next step, meeting, and task is properly tracked and completed.

If you’re experienced with HubSpot, comfortable with Excel, and naturally make sure nothing falls through the cracks, this role is a strong fit.
What You’ll Own
Deal Pipeline & HubSpot Management – 50%

- Own and maintain the deal pipeline within HubSpot CRM

- Track:

- Inbound interest

- Responses

- Follow-ups

- Deal stages

- Next steps

- Manage consistent follow-up across 6–12 month deal cycles

- Keep CRM records accurate, complete, and current

- Maintain clean:

- Notes

- Tasks

- Deal stages

- Follow-up dates

- Next actions

- Flag urgent, stalled, or unattended opportunities for leadership

- Ensure no deal or important communication is overlooked

- Monitor overdue tasks and outstanding actions

- Keep leadership informed of priorities and next steps

- Maintain reliable pipeline visibility at all times

Deal Execution & Operations Support – 50%

- Maintain and update Excel and Google Sheets deal trackers

- Organize raw information into clear:

- Summaries

- Reports

- Graphs

- Visuals

- Support the preparation and organization of:

- Pitch materials

- Client-facing documents

- Internal deal materials

- Coordinate meetings, calendars, and deal-related calls

- Track action items and ensure timely completion

- Organize deal information so it is easily accessible to leadership

- Provide administrative and operational support throughout deal execution

Requirements

- Hands-on experience with HubSpot , including:

- Deal tracking

- CRM updates

- Tasks

- Follow-ups

- Pipeline management

- Intermediate Microsoft Excel / Google Sheets skills, including:

- Formatting

- Templates

- Basic data handling

- Reporting

- Strong written English communication skills

- Ability to independently manage professional follow-ups

- Excellent attention to detail and organizational skills

- Comfortable managing repetitive follow-ups across long deal cycles

- Strong execution discipline and reliability

- Ability to manage multiple opportunities, tasks, and deadlines simultaneously

- Ability to work during U.S. Eastern Time (EST) business hours

- Must be based in South Africa or Latin America

Nice to Have

- Exposure to:

- Finance

- M&A

- Investment banking

- Deal-based environments

- Experience supporting founders or senior executives

- Familiarity with pitch decks and client-facing materials

- Experience creating simple charts and data visualizations

- Familiarity with HubSpot workflows or CRM automation

- Experience supporting long-cycle transactions or opportunities

Tools & Technology

HubSpot | Microsoft Excel | Google Sheets | Calendar & Scheduling Tools | Internal Deal Tracking Systems
What Makes You a Strong Fit

You’ll likely thrive in this role if you:

- Are exceptionally organized and detail-oriented

- Follow through without needing repeated reminders

- Are comfortable managing high-volume, repetitive follow-ups

- Notice when deals, tasks, or communications are becoming stale

- Enjoy maintaining clean systems and structured processes

- Communicate professionally and clearly in writing

- Are dependable with recurring operationa