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 skillsExperience 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
Skills Required
- 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
What We Do
3i Members is an invitation-only membership network for sophisticated private investors who source opportunities, share expertise, and build value for one another.
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