3i Members

Membership Operations Coordinator – EA to Executive Directors

3i Members

full-time

Posted on:

Location Type: Hybrid

Location: New York City • New York • United States

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Salary

💰 $75,000 - $90,000 per year

Job Level

Lead

About the role

  • 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

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
Benefits
  • Offers Equity 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
CRM systemsHubSpotdata trackingpipeline trackingforecastingonboarding logisticsevent coordinationnote-takingaction item tracking
Soft Skills
organizational skillsattention to detailcommunication skillsproactivesolutions-orientedability to manage multiple prioritiesteam collaborationstakeholder management