Operations Associate

Operations Associate (HubSpot CRM, Deal Pipeline, Excel Reporting) – Remote | EST HoursPosition Type: Full-Time, RemoteWorking Hours: ESTAbout the RoleWe’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 targetsInstead, this role is about: 👉 Execution 👉 Organization 👉 Relentless follow-throughYou will ensure that every deal, follow-up, and task is tracked, updated, and moving forward — with zero drop-offs.What You’ll Own1. Deal Pipeline Management (50%)Own and manage deal pipeline in HubSpot CRMTrack:Inbound interestResponsesFollow-upsSend consistent follow-ups across long deal cycles (6–12 months)Maintain clean CRM data:NotesStagesNext stepsFlag urgent items and keep leadership aligned on priorities2. Deal Execution & Operations Support (50%)Maintain and update Excel deal tracking templatesConvert raw data into:Clean summariesReportsGraphs and visualsSupport preparation of:Pitch materialsClient-facing documentsCoordinate:MeetingsCalendarsDeal-related callsProvide general operational and admin supportWhat Success Looks LikeHubSpot is clean, structured, and always up to dateFollow-ups are sent consistently without remindersNo deal, task, or communication is missedReports are accurate, clear, and delivered on timeLeadership never has to chase updatesWhat Makes You a Strong FitExtremely organized and detail-orientedProcess-driven with strong execution disciplineComfortable handling high-volume follow-upsProactive — you identify issues before being askedReliable and consistent in repetitive, structured workStrong written communicator (especially for follow-ups)Requirements (Must-Have)Core SkillsHands-on experience with HubSpot (deal tracking, tasks, follow-ups)Intermediate Excel / Google Sheets:FormattingTemplatesBasic data handlingStrong written English (independent follow-up communication)High attention to detail and organizationAbility to manage long deal cycles and repeated follow-upsWork RequirementsMust be available during EST hoursMust be based in:South AfricaLatin AmericaNice to Have (Not Required)Exposure to:FinanceM&AInvestment banking environmentsExperience supporting:FoundersSenior executivesFamiliarity with:Pitch decksData visualization toolsExperience with CRM workflows or automationTools You’ll UseHubSpotExcel / Google SheetsCalendar & scheduling toolsInternal tracking systemsWhy This Role is DifferentNo sales pressureNo financial modeling complexityClear, structured work with defined outcomesHigh ownership in operations and executionDirect impact on deal progression and business performanceInterview ProcessInitial Phone ScreenVideo Interview with Pavago RecruiterClient InterviewOffer & Background VerificationApply NowIf 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.Originally posted on Himalayas