We are looking for a highly organized, detail-oriented M&A Pipeline Management Analyst to support our Corporate Development team. This role is responsible for ensuring that our M&A deal pipeline is accurately maintained and regularly updated within HubSpot, our CRM platform.
As a key member of the back-office operations, you will not be interacting with external parties but will instead play a critical behind-the-scenes role—tracking deal progress, generating reports, and supporting internal decision-making with timely, reliable data.
Position Responsibilities:
HubSpot CRM Management
- Maintain up-to-date records of all M&A opportunities in HubSpot, including deal status, stage, key dates, and internal owners
- Ensure consistent and accurate tagging, categorization, and data input across the deal pipeline
- Coordinate with internal deal owners to ensure all updates are reflected in the system
Reporting & Data Support
- Generate weekly, monthly, and ad hoc reports to summarize deal activity, pipeline health, and performance metrics
- Create and maintain dashboards that visualize key trends and help support strategic planning
- Respond to data requests from the Corporate Development team, ensuring high-quality and error-free outputs
Data Integrity & Quality Control
- Perform regular audits of the HubSpot CRM to identify and correct incomplete or outdated information
- Document processes and maintain internal playbooks for CRM usage and reporting best practices
- Track and archive historical deal data for future reference and internal review
Process Improvement Support
- Help identify opportunities to streamline reporting and CRM workflows
- Assist with the rollout of updates to HubSpot pipelines, custom fields, or automation where appropriate
- Support special projects and internal initiatives as needed
Qualifications:
- Bachelor's degree in Business, Finance, Information Systems, or related field2+ years of experience in a reporting, business operations, or data management role
- Hands-on experience using HubSpot CRM is strongly preferred
- Proficiency in Microsoft Excel and/or Google Sheets; familiarity with BI tools (Power BI, Tableau, etc.) is a plus
- Meticulous attention to detail and commitment to data accuracy
- Strong organizational skills with the ability to manage multiple tasks and deadlines
- Excellent written communication skills in English
- Comfortable working remotely and independently, with experience in distributed team environments a plus