Operations Associate
Core
Maintain a high-value deal pipeline, manage HubSpot CRM data, and execute operational support for 6–12 month deal cycles.
Role type
Operations Associate (Deal Pipeline & CRM Management)
Builds
Clean, accurate deal pipelines and operational reports for leadership
Domain
Deal operations / Transaction support
Deliverable
dashboards & analysis
Required skills
HubSpot CRM management, Excel/Google Sheets, deal tracking, follow-up coordination, data reporting, meeting coordination
Preferred skills
M&A/Finance exposure, pitch deck support, CRM automation familiarity
Technologies
HubSpot, Microsoft Excel, Google Sheets
Responsibilities
Maintain and update HubSpot CRM deal pipeline and records; Track inbound interest, responses, follow-ups, and deal stages; Organize raw information into summaries, reports, and visuals; Coordinate meetings and track action items; Flag stalled or unattended opportunities; Prepare client-facing and internal deal materials.
Seniority
Individual Contributor