Operations Associate
Operations Associate (HubSpot CRM, Deal Pipeline, Excel Reporting) – Remote | EST Hours Position Type: Full-Time, Remote Working Hours: EST About the Role We’re hiring an Operations Associate to act as the operational backbone of a high-value deal pipeline . This is not a traditional finance or investment banking role: ❌ No heavy financial modeling ❌ No client-facing pressure ❌ No deal sourcing or sales targets Instead, this role is about: 👉 Execution 👉 Organization 👉 Relentless follow-through You will ensure that every deal, follow-up, and task is tracked, updated, and moving forward — with zero drop-offs. What You’ll Own 1. Deal Pipeline Management (50%) Own and manage deal pipeline in HubSpot CRM Track: Inbound interest Responses Follow-ups Send consistent follow-ups across long deal cycles (6–12 months) Maintain clean CRM data : Notes Stages Next steps Flag urgent items and keep leadership aligned on priorities 2. Deal Execution & Operations Support (50%) Maintain and updat