Operations Associate

New
Candidates must be based in Latin America or South Africa., EST business hoursFull-TimeMiddle
Salary not disclosed
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Job Details

Languages
English
Required Skills
Microsoft ExcelGoogle Sheets

Requirements

  • Previous hands-on experience using HubSpot CRM, particularly for deal tracking, task management, and follow-up coordination.
  • Intermediate proficiency in Excel and/or Google Sheets, including formatting, template management, and basic data handling.
  • Strong written English communication skills.
  • Exceptional organizational skills with a high level of attention to detail and strong execution discipline.
  • Ability to manage repetitive processes, long sales or deal cycles, and high volumes of operational follow-ups efficiently.
  • Proactive mindset with the ability to anticipate issues, prioritize tasks, and work independently in a remote environment.
  • Availability to work EST business hours.
  • Candidates must be based in Latin America or South Africa.

Responsibilities

  • Manage and maintain deal pipelines within HubSpot CRM, ensuring all stages, notes, follow-ups, and next steps are consistently updated and organized.
  • Track inbound interest, responses, and ongoing communications while ensuring no opportunities or tasks fall through the cracks during long deal cycles.
  • Coordinate timely and professional follow-up communications to maintain momentum across active deals and operational workflows.
  • Prepare and maintain Excel and Google Sheets tracking templates, transforming raw information into clear summaries, reports, charts, and operational insights.
  • Support the preparation of presentations, pitch materials, and client-facing documentation as needed.
  • Coordinate calendars, meetings, and deal-related calls while providing ongoing administrative and operational assistance to leadership teams.
  • Identify urgent priorities, proactively flag issues, and ensure leadership remains aligned on operational progress and next actions.
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