Partnerships Operations Manager

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.

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.

• →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.

• 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

• 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.

• 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.