Revenue Operations Analyst II

Job Overview

The Revenue Operations Analyst II is the analytics engine behind AvidXchange's go-to-market (GTM) organization. In this role, you will own the design, development, and maintenance of Sales and Marketing dashboards and reporting, translating complex data into compelling visual narratives that help leaders make faster, better decisions.

You already speak the language of Sales and Marketing KPIs fluently, bring a strong QA discipline and meticulous documentation habits, and know that trust in data is the foundation everything else is built on. You will partner closely with RevOps Partners, Sales, Marketing, and executive leadership to stay ahead of evolving business needs, while actively exploring how AI is transforming analytics to push the boundaries of what our data can tell us.

What you'll do

• Own Dashboards & Reporting: Serve as the single point of accountability for GTM analytics delivery. Design, build, and optimize complex data models, calculated fields, and cross-source joins across our BI platforms to ensure scalable reporting.

• Deliver Executive-Ready Insights: Support Board meetings and operating reviews by distilling complex data into clear, strategic narratives. Deliver ad-hoc analysis for campaign performance, product launches, and segment deep-dives.

• Partner with GTM Leadership: Translate business questions from Sales, Marketing, and RevOps partners into precise reporting requirements. Track the full revenue funnel (MQL/SQL conversions, velocity, and win rates) and support the recurring forecast cadence with accurate pipeline reporting.

• Enforce Data Governance & QA: Build automated validation checks, reconciliation protocols, and regression testing to ensure data accuracy. Maintain comprehensive documentation, including data dictionaries, calculation logic, and source-to-dashboard lineage.

• Collaborate Upstream: Partner with Revenue Systems and Data Engineering to define data architecture requirements and advocate for upstream data quality within Salesforce and marketing automation tools.

• Drive AI & Innovation: Champion the adoption of AI-powered analytics tools (such as AI-assisted data exploration, predictive analytics, and natural language querying) to automate repetitive tasks and surface hidden data patterns.

What we're looking for

• Experience: 4–7 years in analytics, business intelligence, or data visualization within a B2B SaaS or high-growth environment.

• GTM Fluency: Deep understanding of Sales and Marketing KPIs, including pipeline coverage, win rates, deal velocity, CAC, LTV, and full funnel mechanics.

• Technical Skills: Advanced proficiency in at least one major BI platform (Power BI, Tableau, or Looker) building production-grade dashboards from scratch, alongside strong SQL skills for complex queries and data modeling.

• CRM Architecture: Deep understanding of Salesforce data architecture and experience building analytics on top of CRM data.

• Data Discipline: A strong QA mindset with experience building validation frameworks, paired with meticulous documentation habits (data dictionaries and calculation logic are a non-negotiable part of your process).

• Execution & Communication: Ability to thrive in a fast-paced environment, manage competing priorities, and translate complex technical concepts into clear insights for non-technical stakeholders.

• Marketing Integration: Experience integrating data from marketing automation platforms (e.g., Marketo, HubSpot, Pardot) into unified reporting views.

• Advanced Tools: Advanced Excel/Google Sheets proficiency for ad-hoc modeling.

• AI Curiosity: Active engagement with or exposure to AI analytics tools, AI copilots, or automated insight engines.

• Education: Bachelor's degree in Analytics, Data Science, Information Systems, Business, or a related field; advanced degrees or BI certifications are a plus.

About AvidXchange

AvidXchange is a leading provider of accounts payable (“AP”) automation software and payment solutions for middle-market businesses and their suppliers. By trade, we are a technology company, but if you ask anyone who works here, they’ll tell you our people are at the core of who we are. At AvidXchange, mindset is everything. We are Connected as People, Growth Minded, and Customer Obsessed. These three mindsets represent our culture – who we are, who we’ve always been, and they guide us to improve every day. Since our founding in 2000 in Charlotte, NC, we’ve created a company of over 1,500 teammates working across the U.S., or remotely. AvidXchange is proud to be Certified™ as a Great Place to Work®. The prestigious recognition is based on anonymous data from our teammates and makes official what our teammates have known for years – that AvidXchange is a Great Place to Work®. 

Who you are: 

• A go-getter with an entrepreneurial mindset – that means you are not afraid of taking risks, winning big or facing the unknown. 
• Someone who understands that business is people centric. Connecting with others as humans first allows you to develop mutually beneficial working relationships. 
• Focused on making a difference for our customers. AvidXchange exists to help solve complex problems for our customers so we can all realize our potential. 

What you’ll get:  

AvidXchange teammates (we call them AvidXers) get the perks and prestige of a growing tech company paired with the flexibility of a founder-led startup. We help our AvidXers develop as professionals and as human beings, providing work/life balance, development programs, and competitive benefits. At AvidXchange, we are building more than a tech company – we are building an experience. We remain committed to a culture where you can fully be 'you’ – connected with others, chasing big goals, and making a meaningful impact. If you want to help us grow while realizing your potential and creating stories you’ll tell for years, you’ve come to the right place.

AvidXers enjoy:  

• 18 days PTO* 
• 11 Holidays (8 company recognized & 3 floating holidays) 
• 16 hours per year of paid Volunteer Time Off (VTO) 
• Competitive Healthcare 
• High Deductible Heath Plan Option that has $0 monthly premium for teammate-only coverage 
• 100% AvidXchange paid Dental Base Plan Coverage
• 100% AvidXchange paid Life Insurance 
• 100% AvidXchange paid Long-Term Disability 
• 100% AvidXchange paid Short-Term Disability  
• Employee Assistance Program (EAP) - Provides counseling services, legal and financial consultations and health advocacy for Teammates and their eligible dependents
• Onsite Health Clinic with Atrium Health - available to Teammates and their eligible dependents
• 401(k) Match: 100% match on the first 3% of your salary, plus 50% match on the next 2%
• Parental Leave: 8 weeks 100% paid by AvidXchange** 
• Discounts on Pet, Home, and Auto insurance 
• WeeCare Childcare Service: helps teammates find affordable daycare, childcare, and tutors 40% less expensive than traditional daycare centers 
• Perks at Work: free discount program that provides teammates the opportunity to save on items from electronics, movie tickets, car buying, vacations, and more 
• Onsite gym fitness center, yoga studio, and basketball court
• Tuition Reimbursement up to the federal maximum of $5,250***
• Hybrid Workplace Flexibility
• Free parking

*Fully granted from beginning of year, pro-rated if hired mid-year 

**Must be full-time for at least 3 months

***Must be full-time for at least one year 

Equal Employment Opportunity

AvidXchange is an equal opportunity employer. AvidXchange is committed to equal employment opportunity in accordance with applicable federal, state, and local laws. AvidXchange will not discriminate against applicants for employment on any legally recognized basis. This includes, but is not limited to veteran status, race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age and physical or mental disability.