Operations Associate (HubSpot CRM, Deal Pipeline & Excel Reporting)

Location: Remote from South Africa or Latin America; EST business hours required

Company

hirify.global is recruiting for a client seeking operational support for high-value deal pipeline execution.

What you will do

• Own and maintain HubSpot CRM records, including deal stages, notes, tasks, follow-up dates, and next actions.
• Manage consistent follow-ups across 6–12 month deal cycles and flag urgent or stalled opportunities.
• Maintain Excel and Google Sheets trackers and organize information into summaries, reports, graphs, and visuals.
• Coordinate meetings, calendars, deal-related calls, and action-item completion.
• Prepare and organize pitch materials, client-facing documents, and internal deal materials.
• Provide administrative and operational support to ensure deal execution stays organized and on schedule.

Requirements

• Hands-on HubSpot experience with deal tracking, CRM updates, tasks, follow-ups, and pipeline management.
• Intermediate Excel and Google Sheets skills, including formatting, templates, basic data handling, and reporting.
• Strong written English communication skills.
• Ability to independently manage professional follow-ups throughout long deal cycles.
• Excellent attention to detail, organization, execution discipline, and reliability.
• Must be based in South Africa or Latin America and work EST business hours.

Nice to have

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

Culture & Benefits

• Remote, full-time position with clear and structured responsibilities.
• No sales quotas, sourcing targets, or complex financial modeling.
• High ownership of a valuable deal pipeline with direct exposure to leadership and high-value transactions.
• Measurable outcomes focused on CRM accuracy, timely follow-ups, reporting quality, and pipeline visibility.
• Opportunity to develop experience in deal operations, CRM operations, business operations, executive operations, and transaction support.

Hiring process

• Initial phone screen.
• Video interview with a hirify.global recruiter, followed by a client interview.
• Offer and background verification.