Partnerships Operations Manager
New
X
XYPNFinancial planning
Source API remote eligibility restrictions: United StatesFull-TimeManager
Salary$92,000 - $128,800 annually
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Job Details
- Experience
- 3+ years of experience in operations, financial reconciliation, or technical project management.
- Required Skills
- Project ManagementMicrosoft ExcelSaaS
Requirements
- Have 3+ years of experience in operations, financial reconciliation, or technical project management.
- Demonstrate strong organizational skills and attention to detail while managing multiple priorities and deadlines.
- Use analytical and problem-solving skills to address complex issues across multiple systems and datasets.
- Be proficient in Microsoft Excel and comfortable with financial data, reporting, and reconciliation.
- Coordinate stakeholders, manage timelines, and keep projects moving forward.
- Work collaboratively and independently with little supervision.
- Communicate effectively in writing and verbally with internal departments and external partners.
- Take initiative and proactively identify and resolve problems.
- Build scalable, documented systems and identify opportunities to reduce operational friction.
- Hold stakeholders accountable diplomatically while maintaining collaborative relationships.
- Project management certification or formal Agile or Waterfall training is preferred.
- Experience with financial planning, fee-for-service advisor workflows, SaaS product structures, large-scale reconciliations, Stripe, Retool, HelpScout, Monday.com, Excel, or AI tools is preferred.
Responsibilities
- Execute monthly partnership reconciliations across partners and XYPN-billed technologies using Excel, Monday.com, Stripe, and Retool.
- Administer partner benefits, including member signups, transfers, cancellations, and adjustments.
- Generate partnership, billing, and utilization reports for Finance and departmental decision-making.
- Communicate with partners about member requests, benefit changes, troubleshooting, and process improvements.
- Manage the Partnerships HelpScout inbox and resolve escalated member benefit and billing issues.
- Document and improve operational procedures and maintain accurate member-facing partnership information.
- Develop and manage cross-functional project plans for partner benefit launches and partnership enhancements.
- Work with Product and Tech to define and document requirements for partner integrations, API connections, and system enhancements.
- Support XYPN LIVE conference initiatives, including exhibitor sales facilitation and Tech Expo Stage coordination.
- Administer and analyze the annual Partner Benefits Survey and support departmental projects and strategic initiatives.
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