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2 дня назад

Operations Associate (HubSpot CRM)

Формат работы
remote (только Brazil/Mexico/Costa_rica)
Тип работы
fulltime
Английский
b2
Страна
Mexico/SA/CR +1 еще
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Operations Associate (HubSpot CRM): Maintaining accurate deal pipelines and coordinating long-cycle opportunities through HubSpot, Excel, and Google Sheets with an accent on CRM data quality, follow-up discipline, and operational reporting. Focus on managing 6–12 month deal cycles, identifying stalled opportunities, coordinating meetings, and ensuring leadership has reliable pipeline visibility.

Location: Remote for candidates based in South Africa or Latin America, including Brazil, Mexico, and Costa Rica; U.S. Eastern Time (EST) business hours required.

Company

hirify.global is hiring for a client seeking operational support for a high-value deal pipeline and long-cycle transactions.

What you will do

  • Own and maintain deal pipelines in HubSpot CRM, including deal stages, notes, tasks, follow-up dates, and next actions.
  • Manage consistent follow-up across 6–12 month deal cycles and flag urgent, stalled, or unattended opportunities.
  • Maintain Excel and Google Sheets trackers and turn raw information into summaries, reports, graphs, and visualizations.
  • Coordinate meetings, calendars, deal-related calls, pitch materials, and client-facing documents.
  • Track action items, organize deal information, and provide administrative and operational support throughout deal execution.

Requirements

  • Hands-on HubSpot experience with deal tracking, CRM updates, tasks, follow-ups, and pipeline management.
  • Intermediate Microsoft Excel and Google Sheets skills, including formatting, templates, basic data handling, and reporting.
  • Strong written English communication and the ability to manage professional follow-ups independently.
  • Excellent attention to detail, organization, execution discipline, and reliability across multiple opportunities and deadlines.
  • Must be based in South Africa or Latin America and available during U.S. Eastern Time (EST) business hours.

Nice to have

  • Exposure to finance, M&A, investment banking, or other deal-based environments.
  • Experience supporting founders or senior executives.
  • Familiarity with pitch decks, client-facing materials, HubSpot workflows, or CRM automation.
  • Experience creating simple charts and data visualizations or supporting long-cycle transactions.

Culture & Benefits

  • Fully remote opportunity for candidates in South Africa and Latin America.
  • No sales quotas, sourcing targets, or complex financial modeling.
  • Clear responsibilities with measurable operational outcomes.
  • Direct exposure to leadership and high-value transactions.
  • Potential career growth into deal operations, CRM operations, business operations, executive operations, or transaction support.

Hiring process

  • Initial application followed by a required Spark Hire one-way video interview.
  • Video interview with a hirify.global recruiter, followed by a client interview.
  • Offer and background verification.

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