Partnerships Operations Manager

XYPN; United States; Remote; USD 92,000 - 129,000; Full time

Benefits offered by this job

Employee Stock Ownership Plan (ESOP)

Unlimited vacation days (min 3 weeks)

9 paid holidays (flexible)

401(k) with match

Parental leave (12 weeks)

Employer-paid health insurance

Job summary

XYPN Invest is seeking a Partnerships Operations Manager to be the operational backbone of the Partnerships team. You’ll ensure accurate billing, streamlined processes, and smooth partner experiences, coordinating with Product, Tech, Finance, and Marketing to launch and optimize partner benefits.

You’ll manage day-to-day operations, reconciliations, and cross-functional projects while maintaining strong relationships with partners and internal stakeholders.

Qualifications

• 3+ years in operations, financial reconciliation, or technical project management.
• Exceptional organizational skills and ability to manage multiple priorities.
• Strong analytical and problem-solving skills across systems and datasets.
• Proficiency in Excel and financial data reporting and reconciliation.
• Ability to work independently and cross-functionally in a fast-paced environment.
• Legally authorized to live and work in the United States without sponsorship.

Responsibilities

• Execute monthly partnership reconciliations across partners and XYPN technologies.
• Manage daily partner benefit administration including signups, transfers, cancellations, and adjustments.
• Generate reporting on partnership data, billing, and utilization.
• Communicate proactively with partners for requests, changes, and improvements.
• Manage Partnerships Helpscout inbox with timely responses and escalation.
• Troubleshoot complex member benefit and billing issues escalated by Member Success.
• Collaborate with Product and Tech to document technical requirements for integrations.
• Support annual XYPN LIVE conference through Exhibitor sales and coordination.
• Maintain and improve knowledge bases, portals, and resources.

Skills

Operations

Reconciliation

Project management

Excel

Attention to detail

Cross-functional

Communication

Problem solving

Independent work

Tools

Stripe

Retool

HelpScout

Monday.com

Excel

Job description

About the role

As Partnerships Operations Manager, you'll be the operational backbone of XYPN's Partnerships team, keeping the details organized, billing accurate, and the processes running smoothly. From managing partner benefit administration and financial reconciliation to troubleshooting complex member issues, you'll play a critical role in ensuring our members have a seamless experience accessing the technology and benefits included in their XYPN membership.

You're ????(≥?)? : " You'll combine exceptional attention to detail with strong project management and problem-solving skills. You'll manage day‑to‑day partnership operations, maintain accurate billing and utilization data, and identify opportunities to simplify and improve our processes. You'll also coordinate cross‑functional projects to launch new partner benefits and improve existing ones, working closely with teams across XYPN to keep projects organized, partners and stakeholders informed, and deliverables on track.

You love creating order out of complexity, take pride in getting the details right, and are always looking for a better way to get things done.

Where We Hire:

We're excited to review applications from across the U.S., but we give priority to candidates residing in the following states: AZ, CA, CO, FL, GA, IL, MN, MT, NC, NE and TX.

What you’ll be doing

• Execute monthly partnership reconciliations across all partners and XYPN‑billed technologies using Excel, Monday.com, Stripe, and Retool, ensuring accurate billing, up‑to‑date systems, and timely escalation of technical issues.
• Manage daily partner benefit administration, including member signups, transfers, cancellations, and benefit adjustments, ensuring requests are completed within one business day.
• Generate accurate and timely reporting on partnership data, billing, and utilization to support Finance reporting standards and departmental decision‑making.
• Communicate proactively with partners to coordinate member requests, benefit changes, cancellations, troubleshooting, and operational process improvements.
• Manage the Partnerships Helpscout inbox, ensuring timely responses, appropriate follow‑up, and escalation of issues.
• Troubleshoot and resolve complex member benefit and billing issues escalated by the Member Success team through HelpScout and other channels.
• Collaborate with the Member Experience Manager to identify knowledge gaps and improve internal and external self‑service resources.
• Build strong cross‑departmental relationships to identify opportunities for Partnerships to support organizational initiatives and improve operational processes.
• Document, maintain, and improve operational procedures to standardize workflows, streamline member access to partner benefits, and ensure consistent service standards.
• Maintain accurate and up‑to‑date partnership information across member‑facing Knowledge Bases, the Member Benefits Portal, website placements, Member Benefit Guides, ROI Calculator, and other internal and external resources.
• Develop and manage cross‑functional project plans for new partner benefit launches and major enhancements to existing partnerships, coordinating timelines, deliverables, and responsibilities across Product, Tech, Finance, Member Success, Marketing, Sales, our partners, and other teams.
• Collaborate with Product and Tech to define and document technical requirements for partner integrations, API connections, and system enhancements.
• Support the Managing Director of Partnerships and Advisor Engagement teams with our annual XYPN LIVE conference through Exhibitor sales facilitation, Tech Expo Stage coordination, and other Exhibitor and Partnerships initiatives as needed.
• Administer and analyze the annual Partner Benefits Survey to identify actionable insights into member experience and benefit utilization.
• Support the Managing Director of Partnerships in planning, coordinating, and executing departmental projects and strategic initiatives.
• Flexibly project manage and support other strategic goals and business initiatives as necessary.

Measurables:

• Combined billing/COGS error variance
• % of partner and benefits support requests resolved within established SLAs
• % of cross‑functional partner initiatives and rollout projects completed on time
• Accuracy and timeliness of updates to Knowledge Base, Portal, and member‑facing partner resources

The Deets:

Start Date: Immediately

Status: Full‑time (40‑45 hours per week with flexible schedule)

Location: Remote and/or Bozeman, MT

Overtime Status: Exempt

Team: Partnerships

Reports To: Managing Director of Partnerships

Direct reports: None

Travel: Up to 10% travel (e.g., 2‑3 weeks /year) required for team retreats and other company events

What you’ll bring to the table:

(If you think, "I only meet 80% of these qualifications," still apply!)

• 3+ years of experience in operations, financial reconciliation, or technical project management.
• Exceptional organizational skills and attention to detail, with the ability to manage multiple priorities, follow through on requests, and consistently meet deadlines.
• Strong analytical and problem‑solving skills, including the ability to solve complex problems across multiple systems and datasets.
• Proficiency in Microsoft Excel and comfort working with financial data, reporting, and reconciliation.
• Strong project management skills, including the ability to coordinate stakeholders, manage timelines, and keep projects moving forward.
• Ability to work both collaboratively with teammates and independently with little supervision.
• Excellent written and verbal communication skills, with the ability to work collaboratively across departments and with external partners.
• Ability to work independently, take initiative, and proactively identify and resolve problems.
• A passion for building scalable, documented systems and eradicating operational friction.
• Ability to diplomatically hold internal and external stakeholders accountable while maintaining positive, collaborative relationships.
• Comfort working in a fast‑paced environment where priorities and projects may evolve.
• Legally authorized to live and work in the United States without present or future need for sponsorship.

What would make us drool:

• Project management certification and/or formal training in Agile or Waterfall project management.
• Experience with and a strong understanding of financial planning, fee‑for‑service advisor workflows, and SaaS product structures.
• A proven track record of managing large‑scale financial reconciliations with near‑zero error rates.
• Advanced proficiency working inside Stripe, Retool, HelpScout, Monday.com, and Excel.
• Experience leveraging AI tools to improve efficiency and automate processes.

XYPN welcomes applications from individuals who may have had nontraditional career paths, or who may have taken time off for family reasons (e.g., children, caring for disabled or elderly family). We encourage applications from minorities, women, individuals with disabilities, protected veterans and all other qualified applicants

• $92,000 - $128,800 annually
• All team members at XYPN are owners! We offer a 100%- employer-funded Employee Stock Ownership Plan (ESOP).
• Unlimited vacation days to maintain work‑life harmony (we require that you take a minimum of 3 weeks of vacation per year)
• 9 paid holidays (we offer flexible holidays!)
• 401(k) with match; you put in 6%, and we put in 4.5%.
• 12 weeks paid parental leave for the birth or adoption of a child.
• Health insurance w/ employer contribution.
• Dental, Vision, Voluntary Life and AD&D, and Accident insurance options.
• Health Savings & Flex Spending (Health, Limited & Dependent Care) Accounts available
• Employer-paid Life and AD&D insurance.
• Employer-paid Long Term Disability coverage.
• Up to $150/month to cover the cost of working with a financial planner, plus up to $500 toward the upfront fee.
• $2000/year (prorated by start date) to put towards professional development
• $250/quarter to spend on yourself specific to our core value of "Be Well Being You."
• $500 donated to a non‑profit organization of your choice when you volunteer 40 hours within the calendar year.
• A sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 years.
• Subsidized employer-sponsored childcare through our internal child care program. (Subject to availability)
• Company‑owned laptop computer provided (Apple Products).

XYPN believes that our team members, and the individual identities and experiences of our team members, are our key differentiators. We won't settle for mere acceptance of each other's differences because we maintain that our team is better because of our differences, not in spite of them. As such, our culture celebrates, champions, supports, protects, and thrives on our various and collective identity categories. XYPN is beyond proud to be an equal opportunity employer.