IT Specialist

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 XYPN’s IT Specialist, you'll be juggling multiple hats each day. Serving as the friendly face of our internal IT help desk, you’ll help teammates troubleshoot technology issues, manage onboarding into XYPN’s digital environment, and directly boost productivity and team satisfaction. You'll also partner closely with the IT Manager, assisting with projects that support XYPN's growth and tech vision. If you're eager to dive into a variety of challenges, learn quickly, and help build a modern IT operation, we'd love to have you on board!

What you'll be doing

• Provide responsive, friendly IT support so XYPN team members can focus on helping people live their great lives! (it’s kind of our thing!)
• Assist the IT Manager in building the infrastructure needed to support the company’s growth plans.
• Maintain daily operations and support for XYPN’s technology tools and systems.
• Own our IT Help Desk: responding to tickets, troubleshooting hardware and software issues, and clearly communicating solutions.
• Demonstrate exceptional customer service and set the standard for helpful, approachable IT support.
• Help manage hardware inventory as well as subscriptions and software licenses.
• Guide new team members through their first tech experiences at XYPN, conducting smooth and friendly IT onboarding (and offboarding).
• Collaborate closely with the IT Manager and Technology team as a thoughtful, solution-oriented partner.
• Thrive within a dynamic, growing company environment where testing new solutions, learning quickly, and adapting on the fly are everyday realities.
• Be based in Bozeman, comfortable and effective working both from the office and remotely.

Measurables:

• % of Helpdesk tickets resolved weekly
• Keeping on track with annual computer replacement schedule

The Deets:

Start Date: Immediately

Status: Full-time (40-45 hours per week with flexible schedule)

Location: Remote and/or Bozeman, MT

Overtime Status: Non-exempt (i.e., overtime eligible)

Team: Technology

Reports To: IT Manager

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!)

• Tech-savviness with broad hardware and software knowledge, specifically with but not limited to:
• • macOS / Kandji
  • Google Workspace - Primary for email, document sharing, and file store
  • Slack
  • LastPass
  • Zoom
  • Microsoft Office Suite
• Outstanding customer service skills, since you'll be providing friendly and professional support to team members as your internal customers.
• Excellent communication skills, ensuring that important messages and updates clearly reach everyone on the team.
• Strong attention to detail, naturally keeping track of the small things without missing a beat.
• Comfort juggling multiple tasks and projects, knowing how to prioritize and manage your time effectively.
• An unchecked enthusiasm to do what it takes to keep our tech running smoothly.
• An interest and excitement in working with a modern tech stack—no legacy IT here. We use tools and platforms common in today’s innovative tech companies
• Legally authorized to live and work in the United States without present or future need for sponsorship.

What would make us drool:

• Proven experience as IT Specialist, IT Help Desk Support, System Administrator, or similar role and/or equivalent education coupled with drive
• 2+ years related experience
• Direct customer service (internal or external) experience
• Previous experience supporting software transitions
• You loathe the phrases, “That’s not my job” and “that’s not how we do things”
• You’re equally excited about routine as you are about the unexpected
• You love bringing projects to life

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:

• Salary: $55,000 - $69,700 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.