3imembers
Senior Associate, Revenue Intelligence & Operations
New York City · Senior
Sponsorship not specifiedDetected 131 days ago
HubSpotSalesforceCRMSalesForecastingExcelCadenceResearch
About the role
- which engagement signals correlate with renewal
Responsibilities
- 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.
- 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.
- Behavioral Insights: Track member interactions (events, deals, intros) to develop engagement scores and retention correlations.
- Lifecycle Analysis: Support quarterly retention reporting and member tiering analysis to optimize long-term value.
- Experience building dashboards and analyzing funnel metrics
- 3i is building a modern Revenue Operating System to support the growth of the network.
Requirements
- 2-5 years experience in Revenue Operations, Sales Operations, Analytics, or Research roles
- Experience working with CRM systems (HubSpot, Salesforce, or similar)
- Ability to translate data into clear insights for business teams
- Helpful but not required:
Compensation
- Competitive Compensation
Benefits
- Comprehensive health, dental, vision, and 401(k)
- Paid time off - Unlimited vacation
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