Operations Associate

Job Title: Operations Associate
Location: Remote
Working Hours: EST

About the Role

We’re hiring a Operations Associate to act as the operational backbone of our client’s deal pipeline.

This is not a traditional investment banking role. There is no heavy modeling, no client-facing pressure, and no deal origination expectations.

Instead, this role is about execution, organization, and follow-through.

You’ll be responsible for ensuring that every deal, follow-up, and task is tracked, updated, and moving forward—without anything slipping through the cracks.

What You’ll Be Doing

1. BD Pipeline Management (50%)

• Own and manage the deal pipeline inside HubSpot
• Track inbound interest, responses, and follow-ups across deals
• Send consistent follow-ups and reminders on slow-moving opportunities (6–12 month cycles)
• Maintain clean, structured CRM data (notes, stages, next steps)
• Flag urgent items and ensure leadership stays on top of priorities

2. Deal Execution Support (50%)

• Update and maintain Excel templates for deal tracking and reporting
• Format data into clean, presentable outputs (graphs, summaries, visuals)
• Support preparation of client-facing materials and pitch content
• Coordinate scheduling for meetings and deal-related calls
• Provide general operational and administrative support

What Success Looks Like

• HubSpot is fully up to date, structured, and reliable
• Follow-ups are sent consistently without being asked
• No deal or communication falls through the cracks
• Excel reports are clean, accurate, and delivered on time
• Leadership does not need to chase you for updates

Must Haves

• Hands-on experience with HubSpot CRM (deal tracking, tasks, follow-ups)
• Intermediate Excel skills (formatting, templates, basic data handling)
• Strong written English (you’ll be drafting follow-ups independently)
• Extremely organized and detail-oriented
• Comfortable with high-volume follow-ups and repetitive tracking work
• Proactive mindset — you flag issues before being asked
• Must be available to work EST hours
• Must be based in South Africa or Latin America

Nice to Have (Not Required)

• Exposure to finance, M&A, or investment banking environments
• Experience supporting a founder or senior executive
• Familiarity with pitch decks or data visualization tools
• Experience with CRM workflows or automation

Interview Process:

1. Initial Phone Screen
2. Video Interview with Pavago Recruiter
3. Client Interview
4. Offer & Background Verification