Senior Associate, Revenue Intelligence & Operations

3i MembersNew York City, NY
Onsite

About The Position

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

Requirements

  • 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

Nice To Haves

  • Experience in venture capital, private markets, or investment research
  • Experience in membership, community, or B2B network businesses

Responsibilities

  • Manage HubSpot data hygiene, automate workflows, and maintain SOPs to ensure a scalable "source of truth."
  • Build and maintain dashboards for acquisition, engagement, and renewal metrics to drive data-led decisions.
  • Streamline commission tracking and forecasting through reliable, automated reporting.
  • Identify and research high-quality prospects aligned with the Ideal Customer Profile (ICP).
  • Create prospect briefs and referral maps to empower Regional Directors (RDs) during outreach.
  • Manage ICP scoring and tiering to ensure team resources are focused on high-conversion opportunities.
  • Track member interactions (events, deals, intros) to develop engagement scores and retention correlations.
  • Identify declining engagement signals early and prepare data-driven insights for renewal strategy meetings.
  • Support quarterly retention reporting and member tiering analysis to optimize long-term value.
  • Prepare materials and track follow-ups for weekly revenue, pipeline, and operational meetings.
  • Provide rapid-response data deep dives on conversion drivers and engagement patterns to improve organizational agility.

Benefits

  • 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
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