3i Members

Director

• Setting the regional strategy
• Manage the onboarding process for new members to ensure that they're thoughtfully integrated into the 3i community
• Conduct quarterly check-ins with members to track their progress and ensure they are succeeding as members of 3i
• Connect members with products that enable them to achieve their goals, such as investing groups, in-person and virtual events, masterminds, curated introductions, deal diligence calls, and more
• Be the conduit between your members and the 3i investment team
• Drive the growth strategy for how you will invest in the growth of the 3i network within your region
• Run a sales process to close your prospects in a high-touch way
• Build relationships with some of the most interesting and prominent people who live in your region
• Plan and execute events in your region that build community cohesion and engage members

Regional Director

Operations

• 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

Regional Director

Membership Operations Coordinator – EA to Executive Directors