Descripción de la vacante

Operations Associate – HubSpot CRM, Deal Pipeline &

- Excel Reporting | RemotePosition Type: Full-Time, RemoteWorking Hours: U.S.

Eastern

Time (EST)Location: South Africa or Latin AmericaAbout the RoleAt 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 OwnDeal Pipeline &

- HubSpot Management – 50% Own and maintain the deal pipeline within HubSpot CRMTrack:Inbound interestResponsesFollow-upsDeal stagesNext stepsManage consistent follow-up across 6–12 month deal cyclesKeep CRM records accurate, complete, and currentMaintain clean:NotesTasksDeal stagesFollow-up datesNext actionsFlag urgent, stalled, or unattended opportunities for leadershipEnsure no deal or important communication is overlookedMonitor overdue tasks and outstanding actionsKeep leadership informed of priorities and next stepsMaintain reliable pipeline visibility at all timesDeal Execution &
- Operations Support – 50% Maintain and update Excel and Google Sheets deal trackersOrganize raw information into clear:SummariesReportsGraphsVisualsSupport the preparation and organization of:Pitch materialsClient-facing documentsInternal deal materialsCoordinate meetings, calendars, and deal-related callsTrack action items and ensure timely completionOrganize deal information so it is easily accessible to leadershipProvide administrative and operational support throughout deal executionRequirementsHands-on experience with HubSpot , including:Deal trackingCRM updatesTasksFollow-upsPipeline managementIntermediate Microsoft Excel / Google Sheets skills,



including:FormattingTemplatesBasic data handlingReportingStrong written English communication skillsAbility to independently manage professional follow-upsExcellent attention to detail and organizational skillsComfortable managing repetitive follow-ups across long deal cyclesStrong execution discipline and reliabilityAbility to manage multiple opportunities, tasks, and deadlines simultaneouslyAbility to work during U.S.

Eastern

Time (EST) business hoursMust be based in South Africa or Latin AmericaNice to HaveExposure to:FinanceM&AInvestment; bankingDeal-based environmentsExperience supporting founders or senior executivesFamiliarity with pitch decks and client-facing materialsExperience creating simple charts and data visualizationsFamiliarity with HubSpot workflows or CRM automationExperience supporting long-cycle transactions or opportunitiesTools &

- TechnologyHubSpot | Microsoft Excel | Google Sheets | Calendar &
- Scheduling Tools | Internal Deal Tracking SystemsWhat Makes You a Strong FitYou’ll likely thrive in this role if you:Are exceptionally organized and detail-orientedFollow through without needing repeated remindersAre comfortable managing high-volume, repetitive follow-upsNotice when deals, tasks, or communications are becoming staleEnjoy maintaining clean systems and structured processesCommunicate professionally and clearly in writingAre dependable with recurring operational workProactively flag issues instead of waiting for someone else to notice themTake ownership of tasks through completionUnderstand that small operational details can have a significant impact on long-cycle dealsWhat a Typical Day Looks LikeYou’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 SuccessCRM data accuracy and completenessPercentage of follow-ups completed on timeNumber of overdue or missed tasksDeal pipeline accuracyReporting accuracy and timelinessReduction in stale or unattended opportunitiesAccuracy of Excel and Google Sheets trackersSmooth meeting and deal coordinationLeadership confidence in pipeline visibility and operational executionWhy This Role Stands OutNo sales quotas or sourcing targetsNo complex financial modelingClear, structured responsibilities and measurable outcomesHigh ownership of a valuable deal pipelineDirect exposure to leadership and high-value transactionsHands-on experience with HubSpot and deal operationsFully remote opportunity for candidates in South Africa and Latin AmericaCareer growth opportunities into:Deal OperationsCRM OperationsBusiness OperationsExecutive OperationsM&A; / Transaction SupportInterview ProcessInitial ApplicationSpark Hire One-Way Video InterviewVideo Interview with Pavago RecruiterClient InterviewOffer &

Background VerificationSpark Hire Video Interview – RequiredAs 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 NowIf 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 .#OperationsAssociate #HubSpot #HubSpotCRM #CRM #DealOperations #BusinessOperations #Excel #GoogleSheets #OperationsJobs #LATAMJobs #SouthAfricaJobs #ESTJobs #RemoteJobs #RemoteWork

📌 Operations Associate (México)
🏢 Pavago
📍 México