{"id":3763130,"url":"https://alion.io/job/xypn-partnerships-operations-manager","title":"Partnerships Operations Manager","company":{"id":694229,"name":"XYPN","domain":"xyplanningnetwork.com","url":"https://alion.io/company/xyplanningnetwork","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Rippling","truth_index":null},"role":"Sales","role_family":"Sales","seniority":"middle","employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"board_field","remote_working_hours":null,"hiring_geo_confidence":"structured","locations":[],"countries":[],"hiring_countries":["US"],"hiring_countries_total":1,"salary":{"min":92000,"max":128800,"currency":"USD","period":"year","gross":null,"usd_annual":128800},"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":true,"relocation_package":false,"has_equity":true,"technologies":[{"name":"Agile","optional":false},{"name":"Microsoft Excel","optional":false},{"name":"Monday.com","optional":false},{"name":"Waterfall","optional":false}],"status":"live","first_seen_at":"2026-11-02T20:12:53Z","employer_posted_date":"2026-11-02","last_verified_at":"2026-11-06T01:18:41Z","board_verified":true,"closed_at":null,"days_open":3,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":3},"description":"About XYPN\nXYPN is the only turnkey advice and planning platform that makes it possible for fee-only financial advisors to build the independent firm of their dreams with complete autonomy. We do this through ongoing advocacy and access to education and training, curated technology, compliance support, community, and back-office and client support services.\nThis is an opportunity to join a company on a mission to help others-and you-live your best lives.\nAbout the role\nAs Partnerships Operations Manager, you’ll be the operational backbone of XYPN’s Partnerships team, keeping the details organized, billing accurate, and the processes running smoothly. From managing partner benefit administration and financial reconciliation to troubleshooting complex member issues, you’ll play a critical role in ensuring our members have a seamless experience accessing the technology and benefits included in their XYPN membership.\nYou’ll combine exceptional attention to detail with strong project management and problem-solving skills. You’ll manage day-to-day partnership operations, maintain accurate billing and utilization data, and identify opportunities to simplify and improve our processes. You’ll also coordinate cross-functional projects to launch new partner benefits and improve existing ones, working closely with teams across XYPN to keep projects organized, partners and stakeholders informed, and deliverables on track.\nYou love creating order out of complexity, take pride in getting the details right, and are always looking for a better way to get things done.\nWhere We Hire: We’re excited to review applications from across the U.S., but we give priority to candidates residing in the following states: AZ, CA, CO, FL, GA, IL, MN, MT, NC, NE and TX. \nWhat you'll be doing\nExecute monthly partnership reconciliations across all partners and XYPN-billed technologies using Excel, Monday.com, Stripe, and Retool, ensuring accurate billing, up-to-date systems, and timely escalation of technical issues.\nManage daily partner benefit administration, including member signups, transfers, cancellations, and benefit adjustments, ensuring requests are completed within one business day.\nGenerate accurate and timely reporting on partnership data, billing, and utilization to support Finance reporting standards and departmental decision-making.\nCommunicate proactively with partners to coordinate member requests, benefit changes, cancellations, troubleshooting, and operational process improvements.\nManage the Partnerships Helpscout inbox, ensuring timely responses, appropriate follow-up, and escalation of issues.\nTroubleshoot and resolve complex member benefit and billing issues escalated by the Member Success team through HelpScout and other channels.\nCollaborate with the Member Experience Manager to identify knowledge gaps and improve internal and external self-service resources.\nBuild strong cross-departmental relationships to identify opportunities for Partnerships to support organizational initiatives and improve operational processes.\nDocument, maintain, and improve operational procedures to standardize workflows, streamline member access to partner benefits, and ensure consistent service standards.\nMaintain accurate and up-to-date partnership information across member-facing Knowledge Bases, the Member Benefits Portal, website placements, Member Benefit Guides, ROI Calculator, and other internal and external resources.\nDevelop and manage cross-functional project plans for new partner benefit launches and major enhancements to existing partnerships, coordinating timelines, deliverables, and responsibilities across Product, Tech, Finance, Member Success, Marketing, Sales, our partners, and other teams.\nCollaborate with Product and Tech to define and document technical requirements for partner integrations, API connections, and system enhancements.\nSupport the Managing Director of Partnerships and Advisor Engagement teams with our annual XYPN LIVE conference through Exhibitor sales facilitation, Tech Expo Stage coordination, and other Exhibitor and Partnerships initiatives as needed. \nAdminister and analyze the annual Partner Benefits Survey to identify actionable insights into member experience and benefit utilization.\nSupport the Managing Director of Partnerships in planning, coordinating, and executing departmental projects and strategic initiatives.\nFlexibly project manage and support other strategic goals and business initiatives as necessary. \nMeasurables:\nCombined billing/COGS error variance \n% of partner and benefits support requests resolved within established SLAs\n% of cross-functional partner initiatives and rollout projects completed on time\nAccuracy and timeliness of updates to Knowledge Base, Portal, and member-facing partner resources\nThe Deets:\nStart Date: Immediately\nStatus: Full-time (40-45 hours per week with flexible schedule)\nLocation: Remote and/or Bozeman, MT\nOvertime Status: Exempt\nTeam: Partnerships\nReports To: Managing Director of Partnerships\nDirect reports: None\nTravel: Up to 10% travel (e.g., 2-3 weeks /year) required for team retreats and other company events\nWhat you'll bring to the table:\n(If you think, “I only meet 80% of these qualifications,” still apply!)\n3+ years of experience in operations, financial reconciliation, or technical project management.\nExceptional organizational skills and attention to detail, with the ability to manage multiple priorities, follow through on requests, and consistently meet deadlines. \nStrong analytical and problem-solving skills, including the ability to solve complex problems across multiple systems and datasets.\nProficiency in Microsoft Excel and comfort working with financial data, reporting, and reconciliation.\nStrong project management skills, including the ability to coordinate stakeholders, manage timelines, and keep projects moving forward.\nAbility to work both collaboratively with teammates and independently with little supervision.\nExcellent written and verbal communication skills, with the ability to work collaboratively across departments and with external partners.\nAbility to work independently, take initiative, and proactively identify and resolve problems.\nA passion for building scalable, documented systems and eradicating operational friction.\nAbility to diplomatically hold internal and external stakeholders accountable while maintaining positive, collaborative relationships.\nComfort working in a fast-paced environment where priorities and projects may evolve.\nLegally authorized to live and work in the United States without present or future need for sponsorship.\nWhat would make us drool:\nProject management certification and/or formal training in Agile or Waterfall project management.\nExperience with and a strong understanding of financial planning, fee-for-service advisor workflows, and SaaS product structures.\nA proven track record of managing large-scale financial reconciliations with near-zero error rates.\nAdvanced proficiency working inside Stripe, Retool, HelpScout, Monday.com, and Excel.\nExperience leveraging AI tools to improve efficiency and automate processes.\nXYPN welcomes applications from individuals who may have had nontraditional career paths, or who may have taken time off for family reasons (e.g., children, caring for disabled or elderly family). We encourage applications from minorities, women, individuals with disabilities, protected veterans and all other qualified applicants\n\nCompensation & Benefits:\n$92,000 - $128,800 annually \nAll team members at XYPN are owners! We offer a 100%- employer-funded Employee Stock Ownership Plan (ESOP). \nUnlimited vacation days to maintain work-life harmony (we require that you take a minimum of 3 weeks of vacation per year)\n9 paid holidays (we offer flexible holidays!)\n401(k) with match; you put in 6%, and we put in 4.5%.\n12 weeks paid parental leave for the birth or adoption of a child.\nHealth insurance w/ employer contribution.\nDental, Vision, Voluntary Life and AD&D, and Accident insurance options.\nPet insurance availability \nHealth Savings & Flex Spending (Health, Limited & Dependent Care) Accounts available\nEmployer-paid Life and AD&D insurance.\nEmployer-paid Long Term Disability coverage.\nUp to $150/month to cover the cost of working with a financial planner, plus up to $500 toward the upfront fee.\n$2000/year (prorated by start date) to put towards professional development\n$250/quarter to spend on yourself specific to our core value of \"Be Well Being You.”\n$500 donated to a non-profit organization of your choice when you volunteer 40 hours within the calendar year.\nA sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 years.\nSubsidized employer-sponsored childcare through our internal child care program. (Subject to availability)\nVarious Gym discounts \nCompany-owned laptop computer provided (Apple Products).\nXYPN believes that our team members, and the individual identities and experiences of our team members, are our key differentiators. We won't settle for mere acceptance of each other's differences because we maintain that our team is better because of our differences, not in spite of them. As such, our culture celebrates, champions, supports, protects, and thrives on our various and collective identity categories. XYPN is beyond proud to be an equal opportunity employer.","description_format":"text","description_chars":9395,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Company events","Flexible schedule","Health insurance","Parental leave","Professional development"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Advisory, Valuation & Restructuring","Angel Networks & Startup Accelerators"],"lifecycle":[{"event":"open","at":"2026-11-04T19:12:33Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":2,"expected_fill_days":35,"reasons":["conf:1","win:early"],"computed_at":"2026-11-05T05:54:30Z"},"pay":{"stated_usd_annual":128800,"is_top_pay":true},"html_url":"https://alion.io/job/xypn-partnerships-operations-manager","json_url":"https://alion.io/job/xypn-partnerships-operations-manager.json","meta":{"generated_at":"2026-11-06T05:37:08Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":9867,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-07T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":694229},"rest":"https://alion.io/mcp/rest/get_company?id=694229"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fxypn-partnerships-operations-manager"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fxypn-partnerships-operations-manager"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fxypn-partnerships-operations-manager"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/xypn-partnerships-operations-manager\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fxypn-partnerships-operations-manager"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3763130}},{"tool":"search_jobs","arguments":{"company":"xyplanningnetwork.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3763130},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. Docs: https://alion.io/developers"}}