Operations Associate

Operations Associate (HubSpot CRM, Deal Pipeline & Excel Reporting) – Remote | EST Hours
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 an Operations Associate to keep a high-value deal pipeline organized, accurate, and 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, organization, CRM management, reporting, and consistent follow-through.
You’ll own the operational details behind long deal cycles—making sure every opportunity, follow-up, next step, meeting, and task is properly tracked and completed.
If you’re the kind of person who keeps systems clean, follows up without being reminded, and makes 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 in 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 and up to date

Maintain clean:

Notes

Tasks

Deal stages

Follow-up dates

Next actions

Flag urgent or stalled opportunities for leadership

Ensure no deal or important communication is overlooked

Keep leadership informed of priorities and outstanding actions

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

Provide general administrative and operational support related to deal execution

Required Experience & Skills
Must-Have

Hands-on experience with HubSpot, including:

Deal tracking

CRM updates

Tasks

Follow-ups

Pipeline management

Intermediate 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 over long deal cycles

Strong execution discipline and reliability

Ability to work during 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

What Makes You a Strong Fit

You’re exceptionally organized and detail-oriented

You follow through without needing repeated reminders

You’re comfortable managing high-volume, repetitive follow-ups

You notice when deals, tasks, or communications are becoming stale

You enjoy maintaining clean systems and structured processes

You communicate professionally and clearly in writing

You’re dependable with recurring operational work

You proactively flag issues instead of waiting for someone else to notice them

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 follow-ups, update deal stages and notes, maintain Excel trackers, coordinate meetings, organize deal information, and prepare reports or materials for leadership.
You’ll also review the pipeline for anything that has stalled and proactively make sure 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.
What Success Looks Like

HubSpot remains clean, structured, and consistently updated

Follow-ups happen on time without reminders

No deal, task, or important communication is missed

Deal trackers and reports remain accurate

Leadership has clear visibility into priorities and next steps

Meetings and deal-related coordination happen smoothly

Long-cycle opportunities receive consistent follow-through

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

Leadership confidence in pipeline visibility and operational execution

Tools You’ll Use

HubSpot

Microsoft Excel

Google Sheets

Calendar and scheduling tools

Internal deal tracking systems

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

Opportunity to develop experience across:

Deal Operations

CRM Operations

Business Operations

Executive Operations

M&A / Transaction Support

Interview Process

Initial Phone Screen

Video Interview with Pavago Recruiter

Client Interview

Offer & Background Verification

Apply Now
If you’re highly organized, experienced with HubSpot, comfortable working in Excel, 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 and moving forward.
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Originally posted on Himalayas