Membership Operations Coordinator – EA to Executive Directors

3i Members

Membership Operations Coordinator acting as EA to Executive Directors, managing member lifecycle operations. Focused on scheduling, CRM management, member onboarding, and engagement tracking.

Posted 4/20/2026full-timeNew York City • New York • 🇺🇸 United StatesLead💰 $75,000 - $90,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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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