Revenue Operations Analyst II

Role Overview

The Revenue Operations Analyst II is the analytics engine behind AvidXchanges go-to-market organization. This role owns the design development and maintenance of Sales and Marketing dashboards and reporting by 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 you bring a strong QA discipline and meticulous documentation habits and you know that trust in the 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 and youre actively exploring how AI is transforming analytics to push the boundaries of what our data can tell us.

What youll do:
Dashboard & Reporting Ownership
Own the end-to-end design development and maintenance of all Sales and Marketing dashboards across BI platforms serving as the single point of accountability for GTM analytics delivery
Build and optimize complex data models calculated fields and cross-source joins powering GTM reporting ensuring scalability as data volumes and business complexity grow
Support executive-ready reporting for Board meetings operating reviews by distilling complexity into clear strategic narratives

Insights & Business Partnership
Partner with RevOps Partners Sales and Marketing leadership to translate business questions into precise reporting requirements ensuring dashboards drive decisions not just display data
Track and report on the full revenue funnel from lead creation and MQL/SQL conversion through opportunity stages to closed won identifying where volume velocity or conversion breaks down
Support the recurring forecast cadence by maintaining accurate pipeline reporting sales activity metrics and providing data that helps sales leadership pressure-test and validate the number
Deliver ad hoc analysis in response to strategic business questions campaign performance product launches segment deep dives or anything else the GTM team needs to move faster with better data
Proactively monitor data freshness and pipeline integrity surfacing issues and forward-looking recommendations before stakeholders ask


QA Documentation & Data Governance
Build and maintain a rigorous QA process including automated validation checks data reconciliation protocols and regression testing before anything reaches a stakeholder
Develop and maintain comprehensive documentation for all reporting assets data dictionaries calculation logic source-to-dashboard lineage and refresh schedules
Partner with Revenue Systems and Data Engineering to define data architecture requirements and advocate for upstream data quality from Salesforce marketing automation and other GTM sources

AI & Innovation
Champion adoption of AI-powered analytics tools AI-assisted data exploration automated insight generation natural language querying to accelerate how the GTM org discovers and acts on insights
Evaluate pilot and integrate emerging BI and AI capabilities to enhance visualization quality automate repetitive tasks and surface patterns traditional analysis might miss


Who you are:
47 years in analytics business intelligence or data visualization within a B2B SaaS or high-growth environment
Fluency in Sales and Marketing KPIs pipeline coverage win rates deal velocity CAC LTV MQL-to-SQL conversion attribution and funnel mechanics
Advanced proficiency in at least one major BI platform (Power BI Tableau or Looker) with demonstrated ability to build complex production-grade dashboards from scratch
Strong SQL skills: complex queries data modeling and troubleshooting across multiple source systems
Deep understanding of Salesforce data architecture and experience building analytics on top of CRM data
Strong QA discipline with experience building validation frameworks and reconciliation checks to ensure data accuracy at scale
Meticulous documentation habits data dictionaries calculation logic and source lineage are non-negotiable parts of your build process
Thrives in a fast-paced dynamic environment able to manage competing priorities and deliver high-quality work on tight timelines
Excellent communication skills: can explain technical concepts to non-technical stakeholders and translate vague business questions into precise analytical requirements

Preferred
Experience integrating data from marketing automation platforms (Marketo HubSpot Pardot) into unified reporting views
Advanced Excel/Google Sheets proficiency for ad hoc analysis
Active engagement with AI analytics tools AI copilots automated insight engines natural language BI predictive analytics
Bachelors degree in Analytics Data Science Information Systems Business or related field; advanced degree or BI certifications 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 theyll tell you our people are at the core of who we are. At AvidXchangemindset is everything. We are Connected as People Growth Minded and Customer Obsessed. Thesethree mindsets represent our culture who weare who weve always been and they guide usto improve every our founding in 2000 in Charlotte NC weve created a company of over 1500 teammates working across the U.S. or remotely. AvidXchange is proud to be Certified as aGreat 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 meansyou arenot afraid of taking riskswinning bigorfacing the unknown.
• Someone who understands that business ispeople centric. Connecting with others as humans first allows you to develop mutually beneficial working relationships.
• Focused onmaking a difference for our customers. AvidXchange exists to help solve complex problems for our customers so we can all realize our potential.

What youll 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 youll tell for years youve come to the right place.

AvidXers enjoy:

• 18 days PTO*
• 11 Holidays (8companyrecognized & 3floatingholidays)
• 16 hours per year ofpaid 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) - Providescounseling 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
• WeeCareChildcare Service:helps teammates find affordable daycarechildcareandtutors 40%less expensivethan traditional daycarecenters
• Perks at Work:free discount program that provides teammates the opportunity to save on items fromelectronics movie tickets car buying vacationsandmore
• Onsite gym fitness center yoga studio and basketball court
• Tuition Reimbursement up to the federal maximum of $5250***
• 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.