Partnerships Operations Manager

XYPN

3d•$92,000 - $128,800•Remote

About The Position

The Partnerships Operations Manager is the operational backbone of XYPN’s Partnerships team, responsible for keeping partnership details organized, billing accurate, and processes running smoothly. The role manages day-to-day partner operations, benefit administration, financial reconciliation, billing and utilization data, member issue resolution, and operational improvements to ensure members have a seamless experience accessing the technology and benefits included in their XYPN membership. The position coordinates cross-functional projects to launch new partner benefits and enhance existing partnerships, working with teams across XYPN and external partners to keep plans, communications, timelines, and deliverables on track. It also supports the Managing Director of Partnerships with departmental initiatives and XYPN LIVE conference activities. The role is remote and/or based in Bozeman, Montana, with up to 10% travel required for team retreats and company events. It is a full-time, exempt position working 40–45 hours per week on a flexible schedule, with no direct reports, and reports to the Managing Director of Partnerships.

Requirements

At least 3 years of experience in operations, financial reconciliation, or technical project management.
Exceptional organizational skills and attention to detail, with the ability to manage 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 coordinating stakeholders, managing timelines, and keeping projects moving forward.
Ability to work collaboratively and independently with little supervision.
Excellent written and verbal communication skills, including the ability to work across departments and with external partners.
Ability to take initiative and proactively identify and resolve problems.
Passion for building scalable, documented systems and reducing 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.

Nice To Haves

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 with Stripe, Retool, HelpScout, Monday.com, and Excel.
Experience leveraging AI tools to improve efficiency and automate processes.

Responsibilities

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 benefit adjustments, completing requests within one business day.
Generate accurate, timely reporting on partnership data, billing, and utilization in support of Finance standards and departmental decision-making.
Communicate with partners about member requests, benefit changes, cancellations, troubleshooting, and operational process improvements.
Manage the Partnerships HelpScout inbox, ensuring timely responses, follow-up, and escalation.
Troubleshoot and resolve complex member benefit and billing issues escalated by the Member Success team through HelpScout and other channels.
Work with the Member Experience Manager to identify knowledge gaps and improve internal and external self-service resources.
Build cross-departmental relationships and identify opportunities for Partnerships to support organizational initiatives and improve operations.
Document, maintain, and improve operating procedures to standardize workflows, streamline member access to benefits, and ensure consistent service.
Keep partnership information accurate and up to date in member-facing Knowledge Bases, the Member Benefits Portal, website placements, Member Benefit Guides, the ROI Calculator, and other resources.
Develop and manage cross-functional project plans for new partner benefit launches and major partnership enhancements, coordinating timelines, deliverables, and responsibilities across internal teams and partners.
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 XYPN LIVE conference initiatives, including Exhibitor sales facilitation and Tech Expo Stage coordination.
Administer and analyze the annual Partner Benefits Survey and identify actionable insights about 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 needed.

Benefits

100%-employer-funded Employee Stock Ownership Plan (ESOP).
Unlimited vacation days, with a minimum of 3 weeks of vacation required per year.
9 paid holidays, including flexible holidays.
401(k) with employer match: employee contribution of 6% receives a 4.5% employer contribution.
12 weeks of paid parental leave for the birth or adoption of a child.
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, including health, limited, and dependent care accounts.
Employer-paid life and AD&D insurance.
Employer-paid long-term disability coverage.
Up to $150 per month toward working with a financial planner, plus up to $500 toward the upfront fee.
$2,000 per year, prorated by start date, for professional development.
$250 per quarter for personal well-being spending.
$500 donated to a nonprofit of the employee’s choice after volunteering 40 hours within the calendar year.
Sabbatical program with a cash bonus and extra time off at 5, 10, and 15 years.
Subsidized employer-sponsored childcare through an internal childcare program, subject to availability.
Various gym discounts.
Company-owned Apple laptop provided.