Membership Operations Coordinator (EA to Executive Directors)

3i Members • New York City, NY

10h • Hybrid

About The Position

We are looking for a highly organized, detail-oriented Membership Operations Coordinator to support our Executive Directors (EDs) and select Relationship Directors (RDs) across the full member lifecycle. This role sits at the center of our operating model ensuring that prospects, new members, and existing members move seamlessly through acquisition, onboarding, engagement, and renewal. You will act as both: A strategic administrative partner to senior leaders A critical operator within our revenue and member experience systems This is a high-impact role designed to increase team productivity, improve data quality, and ensure a consistent, high-quality member experience.

Requirements

• 2–5 years experience in: Executive Assistant, Operations, or Customer Success roles
• Highly organized with strong attention to detail
• Comfortable working in fast-paced, high-accountability environments
• Strong written and verbal communication skills
• Experience with CRM systems (HubSpot preferred)
• Ability to manage multiple priorities across stakeholders
• Proactive and solutions-oriented

Responsibilities

• Manage calendars across EDs (and select RDs), including: Member meetings, Prospect meetings, Internal operating cadence. Coordinate scheduling across multiple stakeholders (members, prospects, internal team). Prepare daily/weekly briefing notes for EDs: Upcoming meetings, Member context, Follow-ups required.
• Ensure all prospects and members are accurately tracked in HubSpot: Correct stages, Clean data fields, Updated notes and activity. Own CRM hygiene: Identify missing data, Follow up with RDs/EDs to complete records. Support pipeline tracking and simple forecasting inputs.
• Own logistics and tracking of new member onboarding: Schedule onboarding calls, Ensure completion of onboarding milestones. Track and report on: First meaningful introduction, First engagement/action, Activation status (first 30 days). Ensure no new member “falls through the cracks”.
• Track key engagement signals: Event attendance, Introductions made, Deal participation. Support EDs in preparing for: 90 / 60 / 30-day renewal cycles. Help coordinate: Member outreach, Follow-ups, Renewal touchpoints.
• Prepare materials for: Pod meetings (Acquisition, Onboarding, Retention). Capture notes and action items. Ensure follow-through on key actions across the team.
• Ensure a seamless, high-quality experience across: Scheduling, Communication, Follow-ups. Help coordinate: Event invites, Introductions, Key member communications.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed