Partnerships Operations Manager

🔥 6 minutes ago

🌵 Arizona, California, +9 more states – Remote

🌵 Arizona – Remote 🏄 California – Remote ⛰️ Colorado – Remote 🐊 Florida – Remote 🌽 Illinois – Remote 🦬 Montana – Remote 🌾 Nebraska – Remote 🌲 North Carolina – Remote ❄️ Minnesota – Remote 🤠 Texas – Remote 🍑 Georgia – Remote

💵 $92k - $128.8k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

⚙️ Operations

👻 Ghost score 0%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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XYPN

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

💼 Consulting

🤝 B2B

Finance • Consulting • B2B

XYPN is the only turnkey advice and planning platform that enables fee-for-service financial advisors to build their independent firms with complete autonomy. The company provides ongoing advocacy and access to education and training, curated technology, compliance support, community, and back-office and client support services, helping financial advisors realize their professional goals.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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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