Partnerships Operations Manager

This is a fully remote position, open to applicants in Arizona, +10 more locations.

📋 Description

• Perform monthly partnership reconciliations across partners and technologies billed by XYPN, utilizing Excel, Monday.com, Stripe, and Retool.

• Ensure precise billing, maintain current systems, and promptly escalate any technical issues.

• Manage daily partner benefits, including member signups, transfers, cancellations, and adjustments within one business day.

• Produce reports on partnership data, billing, and utilization.

• Engage with partners regarding member requests, benefit modifications, cancellations, troubleshooting, and process enhancements.

• Oversee the Partnerships HelpScout inbox and escalate issues as necessary.

• Resolve complex member benefit and billing issues referred by Member Success.

• Identify knowledge gaps and enhance both internal and external self-service resources.

• Foster cross-departmental relationships and streamline operational processes.

• Document, update, and refine operational procedures and workflows.

• Maintain partnership information across Knowledge Bases, Member Benefits Portal, website placements, guides, ROI Calculator, and additional resources.

• Create and manage cross-functional project plans for partner benefit launches and enhancements to partnerships.

• Coordinate timelines, deliverables, and responsibilities across Product, Tech, Finance, Member Success, Marketing, Sales, partners, and other teams.

• Collaborate with Product and Tech on the technical requirements for integrations, APIs, and system enhancements.

• Support XYPN LIVE by facilitating exhibitor sales, coordinating the Tech Expo Stage, and other initiatives.

• Administer and evaluate the annual Partner Benefits Survey.

• Assist the Managing Director of Partnerships with departmental projects and strategic initiatives.

• Oversee other strategic goals and business initiatives as needed.

⛳️ Requirements

• Minimum of 3 years of experience in operations, financial reconciliation, or technical project management.

• Outstanding organizational skills and meticulous attention to detail.

• Ability to juggle multiple priorities, follow through on requests, and meet deadlines.

• Strong analytical and problem-solving abilities across various systems and datasets.

• Proficient in Microsoft Excel and comfortable with financial data, reporting, and reconciliation.

• Excellent project management skills, including stakeholder coordination and timeline management.

• Ability to work collaboratively and independently with minimal supervision.

• Exceptional written and verbal communication abilities.

• Capability to take initiative and proactively identify and resolve issues.

• Strong passion for building scalable, documented systems and minimizing operational friction.

• Skill in diplomatically holding stakeholders accountable while maintaining positive relationships.

• Comfort working in a dynamic, fast-paced environment.

• Legally authorized to live and work in the United States without present or future sponsorship.

• Project management certification and/or formal training in Agile or Waterfall methodologies preferred.

• Experience with financial planning, fee-for-service advisor workflows, and SaaS product structures preferred.

• Proven success in managing large-scale financial reconciliations with near-zero error rates preferred.

• Advanced proficiency in Stripe, Retool, HelpScout, Monday.com, and Excel preferred.

• Experience utilizing AI tools to enhance efficiency and automate processes preferred.

🏝️ Benefits

• 100% employer-funded Employee Stock Ownership Plan (ESOP).

• Unlimited vacation days, with a minimum requirement of 3 weeks per year.

• 9 paid holidays along with flexible holiday options.

• 401(k) plan with matching: employee contributes 6%, employer contributes 4.5%.

• 12 weeks of paid parental leave.

• Health insurance with employer contribution.

• Options for Dental, Vision, Voluntary Life and AD&D, and Accident insurance.

• Availability of pet insurance.

• 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 expenses, along with up to $500 towards the upfront fee.

• $2,000/year professional development budget, prorated based on start date.

• $250 quarterly wellness allowance.

• $500 donation to a nonprofit of the employee’s choice after completing 40 volunteer hours in a calendar year.

• Sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 years of service.

• Subsidized employer-sponsored childcare, subject to availability.

• Various discounts on gym memberships.

• Company-provided Apple laptop.

• Options for remote work or working from Bozeman, MT location.

• Up to 10% travel for team retreats and company events.