Senior Associate, Revenue Intelligence & Operations
External
3i Members · New York CityPrepare for this interview
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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
Benefits
Additional Information
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
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