Senior Associate, Revenue Intelligence & Operations

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