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Director, Member Success

New York CityOn-siteFull-time

AI Summary

Leads the post-sale member lifecycle for a private investor community, overseeing onboarding, engagement, retention, renewals, and the executive director organization to drive member value and scalable success operations.

About this role

About 3i

3i is a rapidly growing, invitation-only community of private investors sharing deals, insights, and contacts. With a focus on alternative and off-market deal flow, shared benefits, and investor services, 3i serves as a kitchen table around which highly engaged high net worth individuals can discuss and debate compelling, unexpected opportunities in emerging sectors.

Director of Member Success – New York

3i is seeking a Director of Member Success to lead the full post-sale member lifecycle – from onboarding and activation through engagement, retention, and renewal. This role is responsible for ensuring members consistently realize value from the network while helping build a scalable and operationally rigorous member success function.

You will lead the Executive Director (ED) organization and partner closely with Revenue Operations, Marketing, and New Member Growth leadership to deliver a highly personalized but scalable member experience. Success in this role is defined by member retention, engagement, activation, and overall member satisfaction and quality.

Responsibilities

  • The full post-sale member journey across onboarding, activation, engagement, and renewal

  • Leadership of the Executive Director organization — hiring, coaching, and performance

  • The “100-Day Path to Renewal”: the touchpoints, interventions, and escalations that secure long-term loyalty

  • Retention forecasting and the save desk: terms, escalation paths, and intervention playbooks for at-risk renewals

  • Member Health Score operationalization, in partnership with Revenue Operations

  • High-stakes member situations – Code of Conduct, pricing disputes, sensitive cases requiring senior judgment

  • Referral generation: turning the most engaged members into structured advocates

Success

  • ICP renewal rate with cohort-level predictability

  • Time-to-first-value for all new members

  • Renewals confidently called green or red 90 days out

  • Measurable lift in referral generation from existing members

About You

  • 6-9+ years in customer success, membership, client services, or relationship management leadership

  • Experience in high-touch environments: private client services, investor networks, advisory businesses, or premium membership organizations

  • Strong operator: data-informed approach to member health, retention, and forecasting

  • Strong coach who raises the floor of the team and develops ED-level talent

  • High agency: willing to write the playbooks, handle executive escalations, and personally save key renewals to build the system

  • Member-centric mindset with close attention to detail and experience quality

Why Join 3i

  • Help shape the future of a highly curated investor network

  • Lead a critical function focused on long-term member value creation

  • Work alongside founders, operators, and investors in a high-growth environment

  • Build scalable systems that improve both member experience and business performance

  • Opportunity to help define what modern membership success looks like

Skills

Churn ReductionCRMData AnalyticsHubspotMember Health ScoringPlaybook DesignRetention ForecastingSQL

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