Senior Associate, Revenue Intelligence & Operations

About this role

About 3i

3i is a rapidly growing, invitation-only community of private investors sharing deals, insights, and contacts. With a focus on alternative and off-market deal flow, shared benefits, and investor services, 3i serves as a kitchen table around which highly engaged family offices and private allocators can discuss and debate compelling, unexpected opportunities in emerging sectors.

Senior Associate, Revenue Intelligence & Operations

3i is building a modern Revenue Operating System to support the growth of the network.

The Revenue Intelligence & Operations Associate will play a critical role in making this system work.

The position ensures the revenue team has clear visibility into:

- who the right prospective members are

- how prospects convert into members

- how members engage with the network

- which engagement signals correlate with renewal

Key Responsibilities

Revenue Operations & CRM Management

- System Integrity: Manage HubSpot data hygiene, automate workflows, and maintain SOPs to ensure a scalable "source of truth."

- Performance Reporting: Build and maintain dashboards for acquisition, engagement, and renewal metrics to drive data-led decisions.

- Operational Support: Streamline commission tracking and forecasting through reliable, automated reporting.

Prospect Intelligence & Qualification

- Targeting: Identify and research high-quality prospects aligned with the Ideal Customer Profile (ICP).

- Strategic Prep: Create prospect briefs and referral maps to empower Regional Directors (RDs) during outreach.

- Gatekeeping: Manage ICP scoring and tiering to ensure team resources are focused on high-conversion opportunities.

Engagement & Retention Analytics

- Behavioral Insights: Track member interactions (events, deals, intros) to develop engagement scores and retention correlations.

- Churn Prevention: Identify declining engagement signals early and prepare data-driven insights for renewal strategy meetings.

- Lifecycle Analysis: Support quarterly retention reporting and member tiering analysis to optimize long-term value.

Revenue Operating System

- Meeting Cadence: Prepare materials and track follow-ups for weekly revenue, pipeline, and operational meetings.

- Ad Hoc Analysis: Provide rapid-response data deep dives on conversion drivers and engagement patterns to improve organizational agility.

About You

- 2–5 years experience in Revenue Operations, Sales Operations, Analytics, or Research roles

- Experience working with CRM systems (HubSpot, Salesforce, or similar) Strong Excel / Google Sheets skills

- Experience building dashboards and analyzing funnel metrics

- Strong attention to detail and data accuracy

- Ability to translate data into clear insights for business teams

- Curiosity and comfort working in a fast-moving startup environment

- Based in New York City

Helpful but not required:

- Experience in venture capital, private markets, or investment research

- Experience in membership, community, or B2B network businesses

What We Offer

- Competitive Compensation

- Comprehensive health, dental, vision, and 401(k)

- Collaborative office environment at 41 Madison—a hub for leading founders and investors

- Paid time off – Unlimited vacation

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