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Added 1 min ago
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XY Planning Network

Partnerships Operations Manager

Remote, United States

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Job details

Experience: 3+ years of experience in operations, financial reconciliation, or technical project management.
Working hours: 40-45 hours per week
Posting language: English
Posted: Nov 2, 2026

Original job description

About XYPN XYPN 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.

This is an opportunity to join a company on a mission to help others - and you - live your best lives.

About the role As 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. You’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. You 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.

Where 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.

What you'll be doing

Execute 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.
Manage daily partner benefit administration, including member signups, transfers, cancellations, and benefit adjustments, ensuring requests are completed within one business day.
Generate accurate and timely reporting on partnership data, billing, and utilization to support Finance reporting standards and departmental decision-making.
Communicate proactively with partners to coordinate member requests, benefit changes, cancellations, troubleshooting, and operational process improvements.
Manage the Partnerships Helpscout inbox, ensuring timely responses, appropriate follow-up, and escalation of issues.
Troubleshoot and resolve complex member benefit and billing issues escalated by the Member Success team through HelpScout and other channels.
Collaborate with the Member Experience Manager to identify knowledge gaps and improve internal and external self-service resources.
Build strong cross-departmental relationships to identify opportunities for Partnerships to support organizational initiatives and improve operational processes.
Document, maintain, and improve operational procedures to standardize workflows, streamline member access to partner benefits, and ensure consistent service standards.
Maintain 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.
Develop 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.
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 our annual XYPN LIVE conference through Exhibitor sales facilitation, Tech Expo Stage coordination, and other Exhibitor and Partnerships initiatives as needed.
Administer and analyze the annual Partner Benefits Survey to identify actionable insights into 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 necessary.

Measurables:

Combined billing/COGS error variance
% of partner and benefits support requests resolved within established SLAs
% of cross-functional partner initiatives and rollout projects completed on time
Accuracy and timeliness of updates to Knowledge Base, Portal, and member-facing partner resources

The Deets:

Start Date: Immediately Status: Full-time (40-45 hours per week with flexible schedule) Location: Remote and/or Bozeman, MT Overtime Status: Exempt Team: Partnerships Reports To: Managing Director of Partnerships Direct reports: None Travel: Up to 10% travel (e.g., 2-3 weeks /year) required for team retreats and other company events

What you'll bring to the table:

(If you think, “I only meet 80% of these qualifications,” still apply!)

3+ years of experience in operations, financial reconciliation, or technical project management.
Exceptional organizational skills and attention to detail, with the ability to manage multiple 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 the ability to coordinate stakeholders, manage timelines, and keep projects moving forward.
Ability to work both collaboratively with teammates and independently with little supervision.
Excellent written and verbal communication skills, with the ability to work collaboratively across departments and with external partners.
Ability to work independently, take initiative, and proactively identify and resolve problems.
A passion for building scalable, documented systems and eradicating 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.

What would make us drool:

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

XYPN 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

Compensation & Benefits:

$92,000 - $128,800 annually
All team members at XYPN are owners! We offer a 100%- employer-funded Employee Stock Ownership Plan (ESOP).
Unlimited vacation days to maintain work-life harmony (we require that you take a minimum of 3 weeks of vacation per year)
9 paid holidays (we offer flexible holidays!)
401(k) with match; you put in 6%, and we put in 4.5%.
12 weeks paid parental leave for the birth or adoption of a child.
Health insurance w/ employer contribution.
Dental, Vision, Voluntary Life and AD&D, and Accident insurance options.
Pet insurance availability
Health Savings & Flex Spending (Health, Limited & Dependent Care) Accounts available
Employer-paid Life and AD&D insurance.
Employer-paid Long Term Disability coverage.
Up to $150/month to cover the cost of working with a financial planner, plus up to $500 toward the upfront fee.
$2000/year (prorated by start date) to put towards professional development
$250/quarter to spend on yourself specific to our core value of "Be Well Being You.”
$500 donated to a non-profit organization of your choice when you volunteer 40 hours within the calendar year.
A sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 years.
Subsidized employer-sponsored childcare through our internal child care program. (Subject to availability)
Various Gym discounts
Company-owned laptop computer provided (Apple Products).

XYPN 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.

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More about this job

Skills

Troubleshooting
Attention to detail
Project management
Problem solving
Account reconciliation
Microsoft Excel
Monday.com
Reporting
Decision making
Troubleshoot
Sales
Perform project management
Organizational skills
Meet deadlines
Communication skills
Work independently
Agile
Financial planning

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