Operations Associate (HubSpot)

TL;DR

Operations Associate (HubSpot): Managing and executing a high-value deal pipeline within HubSpot CRM with an accent on relentless follow-through, CRM data integrity, and operational support. Focus on converting raw data into actionable reports and ensuring zero drop-offs in long-cycle deal communication.

Location: Remote. Must be based in South Africa or Latin America and available to work EST hours.

What you will do

• Manage the deal pipeline in HubSpot CRM, tracking inbound interest, responses, and follow-ups.
• Execute consistent communication across long deal cycles (6–12 months) to ensure no tasks are missed.
• Maintain clean CRM data, including detailed notes, deal stages, and next steps.
• Update Excel deal tracking templates and convert raw data into clean summaries, reports, and visuals.
• Coordinate meetings, calendars, and deal-related calls.
• Support the preparation of pitch materials and client-facing documents.

Requirements

• Hands-on experience with HubSpot (deal tracking, tasks, and follow-ups).
• Intermediate proficiency in Excel and Google Sheets (formatting, templates, and basic data handling).
• Strong written English for independent follow-up communication.
• Must be based in South Africa or Latin America.
• Ability to work during EST hours.
• High attention to detail and discipline in repetitive, structured operational work.

Nice to have

• Exposure to Finance, M&A, or Investment Banking environments.
• Experience supporting founders or senior executives.
• Familiarity with pitch decks and data visualization tools.
• Experience with CRM workflows or automation.

Culture & Benefits

• Role with high ownership in operations and execution.
• No sales pressure or aggressive targets.
• Clear, structured work environment with defined outcomes.
• Direct impact on business performance and deal progression.

Hiring process

• Initial Phone Screen.
• Video Interview with hirify.global Recruiter.
• Client Interview.
• Offer and Background Verification.