Activate JobCopilot
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Operations Associate based in Brazil.
This role is central to ensuring the smooth execution and tracking of a high-value deal pipeline in a structured, fast-paced remote environment. You will act as the operational backbone behind ongoing deal activity, making sure every follow-up, update, and task is properly tracked and executed without gaps. The position focuses heavily on organization, consistency, and disciplined execution rather than sales or financial modeling. You will work closely with internal stakeholders to maintain clean CRM systems, generate accurate reporting, and support day-to-day operational workflows. A strong emphasis is placed on reliability, attention to detail, and proactive ownership of processes. This is a highly structured role ideal for someone who thrives in execution-driven environments and enjoys keeping complex workflows moving efficiently. You will have direct impact on deal progression through operational excellence and process discipline.
Accountabilities:
- Manage and maintain the end-to-end deal pipeline within HubSpot CRM, ensuring all records, stages, notes, and follow-ups are consistently accurate and up to date.
- Track inbound interest, ongoing conversations, and long-cycle deal follow-ups, ensuring no opportunity or task is missed across extended timelines.
- Execute consistent follow-up communications and maintain structured engagement across multiple active deals.
- Maintain and update operational tracking tools using Microsoft Excel or Google Sheets, ensuring data accuracy and clarity.
- Transform raw operational data into clear summaries, reports, and basic visual dashboards for leadership visibility.
- Support preparation of internal and client-facing materials, including pitch documents and deal summaries.
- Coordinate scheduling, meetings, and administrative logistics related to deal execution and stakeholder communication.
- Ensure leadership has real-time visibility into pipeline status, priorities, and operational bottlenecks.
Requirements:
- Hands-on experience working with HubSpot CRM, particularly in deal tracking, task management, and follow-up workflows.
- Strong proficiency in Microsoft Excel or Google Sheets, including formatting, templates, and basic data structuring.
- Excellent written English communication skills, with the ability to independently manage follow-ups and stakeholder messaging.
- Exceptional attention to detail and strong organizational skills.
- Ability to manage structured, repetitive workflows and long deal cycles with consistency and accuracy.
- Strong sense of ownership, reliability, and proactive problem-solving mindset.
- Comfortable working fully remotely and aligned with EST working hours.
- Based in Latin America or South Africa, with availability during required time zones.
- Bonus: exposure to finance, M&A, investment banking, or executive support environments.
- Bonus: familiarity with pitch decks, CRM automation, or data visualization tools.
Benefits:
- Fully remote work with structured EST-aligned schedule
- Stable, process-driven role with clear responsibilities and outcomes
- High ownership in operational execution and deal flow management
- Opportunity to work closely with senior stakeholders and high-value business processes
- Exposure to CRM-driven operations and structured deal environments
- Consistent workflow with minimal ambiguity and clear expectations
- Career development in operations, deal management, and business execution functions
- Collaborative remote team environment
Your email job alert is now active!
