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.

📌 Operations Associate (Ciudad de México)
🏢 Pavago
📍 Ciudad de México