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