
51 - 200 funcionários
💸 Finanças
💼 Consultoria
🤝 B2B
Finance • Consulting • B2B
A XYPN torna isso possível.
🔥 21 horas atrás
🌵 Arizona, California, +9 estados a mais – Remoto
💵 $92.000 - $128.800 / ano
⏰ Tempo Integral
🟡 Pleno
🟠 Sênior
⚙️ Operações
👻 Score fantasma 0%
🗣️🇺🇸🇬🇧 Inglês obrigatório
De onde vem esta vaga
Publicada na página de carreiras da XYPN, não em um site de vagas
Vista pela primeira vez pelo Remote Rocketship 21 horas atrás
Ainda aberta no site da XYPN. Verificada 39 minutos atrás.

51 - 200 funcionários
💸 Finanças
💼 Consultoria
🤝 B2B
Finance • Consulting • B2B
A XYPN torna isso possível.
• Execute monthly partnership reconciliations across partners and XYPN-billed technologies using Excel, Monday.com, Stripe, and Retool • Ensure accurate billing, current systems, and timely escalation of technical issues • Administer daily partner benefits, including member signups, transfers, cancellations, and adjustments within one business day • Generate reporting on partnership data, billing, and utilization • Communicate with partners regarding member requests, benefit changes, cancellations, troubleshooting, and process improvements • Manage the Partnerships HelpScout inbox and escalate issues appropriately • Troubleshoot complex member benefit and billing issues escalated by Member Success • Identify knowledge gaps and improve internal and external self-service resources • Build cross-departmental relationships and improve operational processes • Document, maintain, and improve operational procedures and workflows • Maintain partnership information across Knowledge Bases, Member Benefits Portal, website placements, guides, ROI Calculator, and other resources • Develop and manage cross-functional project plans for partner benefit launches and partnership enhancements • Coordinate timelines, deliverables, and responsibilities across Product, Tech, Finance, Member Success, Marketing, Sales, partners, and other teams • Collaborate with Product and Tech on technical requirements for integrations, APIs, and system enhancements • Support XYPN LIVE through exhibitor sales facilitation, Tech Expo Stage coordination, and other initiatives • Administer and analyze the annual Partner Benefits Survey • Support the Managing Director of Partnerships with departmental projects and strategic initiatives • Project manage other strategic goals and business initiatives as needed
• 3+ years of experience in operations, financial reconciliation, or technical project management • Exceptional organizational skills and attention to detail • Ability to manage multiple priorities, follow through on requests, and meet deadlines • Strong analytical and problem-solving skills across multiple systems and datasets • Proficiency in Microsoft Excel and comfort with financial data, reporting, and reconciliation • Strong project management skills, including stakeholder coordination and timeline management • Ability to work collaboratively and independently with little supervision • Excellent written and verbal communication skills • Ability to take initiative and proactively identify and resolve problems • Passion for building scalable, documented systems and reducing operational friction • Ability to diplomatically hold stakeholders accountable while maintaining positive relationships • Comfort working in a fast-paced, evolving environment • Legally authorized to live and work in the United States without present or future sponsorship • Project management certification and/or formal Agile or Waterfall training preferred • Experience with financial planning, fee-for-service advisor workflows, and SaaS product structures preferred • Proven track record managing large-scale financial reconciliations with near-zero error rates preferred • Advanced proficiency with Stripe, Retool, HelpScout, Monday.com, and Excel preferred • Experience using AI tools to improve efficiency and automate processes preferred
• 100%-employer-funded Employee Stock Ownership Plan (ESOP) • Unlimited vacation days, with a minimum of 3 weeks required per year • 9 paid holidays with flexible holidays • 401(k) with match: employee contributes 6%, employer contributes 4.5% • 12 weeks paid parental leave • Health insurance with employer contribution • Dental, Vision, Voluntary Life and AD&D, and Accident insurance options • Pet insurance availability • Health Savings and Flexible Spending Accounts • Employer-paid Life and AD&D insurance • Employer-paid Long Term Disability coverage • Up to $150/month for financial planner costs, plus up to $500 toward the upfront fee • $2,000/year professional development budget, prorated by start date • $250/quarter wellness allowance • $500 donation to a nonprofit of the employee’s choice after 40 volunteer hours in a calendar year • Sabbatical program with cash bonus and extra time off at 5, 10, and 15 years • Subsidized employer-sponsored childcare, subject to availability • Various gym discounts • Company-owned Apple laptop provided • Remote work and/or Bozeman, MT location • Up to 10% travel for team retreats and company events
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