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 operational work

Proactively flag issues instead of waiting for someone else to notice them

Take ownership of tasks through completion

Understand that small operational details can have a significant impact on long-cycle deals

What a Typical Day Looks Like

You’ll start by reviewing HubSpot for new activity, overdue tasks, outstanding follow-ups, and deals requiring attention.

Throughout the day, you’ll send professional follow-ups, update deal stages and notes, maintain Excel and Google Sheets trackers, coordinate meetings, organize deal information, and prepare reports or materials for leadership.

You’ll also regularly review the pipeline for opportunities that have stalled and proactively ensure the appropriate next step happens.

In short

you keep the deal pipeline clean, organized, and moving so leadership never has to chase updates or wonder what happens next.

Key Metrics for Success

CRM data accuracy and completeness

Percentage of follow-ups completed on time

Number of overdue or missed tasks

Deal pipeline accuracy

Reporting accuracy and timeliness

Reduction in stale or unattended opportunities

Accuracy of Excel and Google Sheets trackers

Smooth meeting and deal coordination

Leadership confidence in pipeline visibility and operational execution

Why This Role Stands Out

No sales quotas or sourcing targets

No complex financial modeling

Clear, structured responsibilities and measurable outcomes

High ownership of a valuable deal pipeline

Direct exposure to leadership and high-value transactions

Hands-on experience with HubSpot and deal operations

Fully remote opportunity for candidates in

South Africa and Latin America

Career growth opportunities into

Deal Operations

CRM Operations

Business Operations

Executive Operations

M&A / Transaction Support

Interview Process

Initial Application

Spark Hire One-Way Video Interview

Video Interview with Pavago Recruiter

Client Interview

Offer & Background Verification

Spark Hire Video Interview – Required

As part of the application process, all candidates are required to complete a one-way video interview through Spark Hire .

After completing the first step of your application, you’ll receive a

Spark Hire invitation by email

with instructions to record and submit your video responses.

Completion of the Spark Hire video is required to be considered for the next stage . Please check your inbox as well as your spam or junk folder for the invitation.

Apply Now

If you’re highly organized, experienced with HubSpot CRM , comfortable working in Excel and Google Sheets , and relentless about following through until every task is complete, we’d love to hear from you.

Apply today and become the operational engine that keeps high-value deals organized, accurately tracked, and consistently moving forward .

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#LI-AG1