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