Partnerships Operations Manager

XYPN

. Execute monthly partnership reconciliations across partners and XYPN-billed technologies using Excel, Monday.com, Stripe, and Retool .

Posted 11/9/2026full-timeRemote • United StatesMid-LevelSenior💰 $92,000 - $128,800 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong project management capabilities, including stakeholder coordination and timeline management, while ensuring accurate financial reconciliation and operational efficiency. Proficient in utilizing tools like Excel, Stripe, and HelpScout to enhance partnership operations and reporting.

Highest-signal resume keywords

Financial ReconciliationProject Management CertificationAdvanced Proficiency With StripeStrong Analytical SkillsExceptional Organizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ReconciliationProject ManagementData AnalysisOperational ProceduresReportingTechnical Project ManagementSaaS Product StructuresMember Benefit AdministrationStakeholder CoordinationProcess Improvement

Soft Skills

Attention To DetailProblem-SolvingCommunicationInitiativeCollaboration

Tools & Technologies

ExcelStripeRetoolHelpScoutMonday.com

Certifications & Qualifications

Project Management CertificationAgile TrainingWaterfall Training

Industry Keywords

Partnership ManagementFinancial PlanningFee-For-Service WorkflowsOperational EfficiencyMember Benefits

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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