Manager of GTM Planning & Operations

Posted 6 Days Ago
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Charlotte, NC, USA
In-Office
Senior level
Software
The Role
Lead GTM planning and operations including territory design, quota setting, sales compensation, and CRM data integrity. Manage a small RevOps team, build automation and data enrichment workflows (Clay, ZoomInfo), oversee quota and capacity modeling, and partner with Sales, Finance, and Talent to drive revenue alignment and KPI monitoring.
Summary Generated by Built In
Manager of GTM Planning & OperationsAbout the Role

The Manager of GTM Planning & Operations owns the design and execution of AvidXchange’s go-to-market planning engine, including territory design, quota setting, sales compensation, and the underlying account and contact data that makes those processes trustworthy. This is a hands-on, player-coach role. You will personally build and QA territory and data workflows while leading a team of specialists, including a Territory Analyst and Sales Compensation Analyst, who execute the day-to-day work. You will partner closely with Sales, Strategic Partnerships, Business Development, and Finance to align revenue goals with our execution strategy.

What You’ll DoGTM Planning & Territory Strategy

Proactively monitor, optimize, and refine territories throughout the year, identifying whitespace, coverage gaps, and emerging areas of opportunity to drive revenue results rather than simply executing a once-a-year design.

Own the annual and in-year go-to-market planning cycle, including account segmentation, territory design, and coverage models.

Lead hands-on territory strategy and execution by building account universes, scoring, and routing logic using data enrichment tools such as Clay and ZoomInfo.

Partner with Sales, Strategic Partnerships, and Business Development to align territory design and account assignment with pipeline coverage and revenue goals.

Direct the Territory Analyst’s build and QA of territory rules, account rosters, and CRM territory hierarchies.

Define and monitor KPIs related to territory management and communicate results to key stakeholders.

Data Management & Systems

Own the integrity of GTM data, including accounts, contacts, and territories, across CRM and enrichment platforms.

Drive adoption and continuous improvement of data enrichment workflows, including Clay and ZoomInfo, to keep account and contact data accurate and current.

Partner with the RevOps Systems team to automate territory, quota, and compensation workflows and logic.

Identify and resolve duplicate records in the CRM and put processes in place to prevent recurring duplication as accounts and contacts scale.

Document data definitions, territory rules, and process changes, and provide clear, accessible reference materials for cross-functional partners who rely on GTM data.

Quota & Capacity Planning

Oversee quota-setting methodology, cascading revenue targets down to individual representative and team quotas.

Build and maintain bottoms-up capacity models tied to headcount, ramp, and productivity assumptions.

Monitor quota attainment throughout the year and flag coverage or capacity risks early.

Sales Compensation

Oversee the design, documentation, and administration of incentive compensation plans across sales and sales-adjacent roles, partnering with Sales and Marketing leadership, Finance, and Talent.

Direct the Sales Compensation Analyst’s commission calculations, plan administration, and dispute resolution.

Run compensation plan effectiveness analyses and recommend design changes to improve motivation and ROI.

Team Leadership

Coach and develop a team by setting vision, goals, and expectations in line with the broader RevOps organization.

What We’re Looking For

3–5+ years of experience in Sales Operations, Revenue Operations, or GTM Strategy, including at least 1–2 years of people management experience.

Hands-on experience with territory strategy and execution, including direct use of data enrichment tools such as Clay and ZoomInfo.

Demonstrated experience owning quota setting and sales compensation plan design and/or administration.

Advanced Excel or Google Sheets and data analysis skills. SQL proficiency is a plus.

Experience with CRM platforms such as Salesforce, incentive compensation management tools such as Spiff, Xactly, or CaptivateIQ, and planning tools.

Experience maintaining CRM data hygiene, including record deduplication and ongoing data quality processes.

Strong cross-functional collaboration and communication skills, with experience partnering across Sales, Strategic Partnerships, Business Development, Finance, and Talent.


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. 

Skills Required

  • 3-5+ years in Sales Operations, Revenue Operations, or GTM Strategy with 1-2 years people management experience
  • Hands-on territory strategy and execution experience, including use of data enrichment tools such as Clay and ZoomInfo
  • Experience owning quota setting and sales compensation plan design and/or administration
  • Advanced Excel/Google Sheets and data analysis skills
  • SQL proficiency
  • Experience with CRM (Salesforce) and incentive compensation management tools (e.g., SPIFF, Xactly, CaptivateIQ)
  • Experience maintaining CRM data hygiene, including deduplication and data quality processes
  • Strong cross-functional collaboration and communication skills

AvidXchange Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about AvidXchange and has not been reviewed or approved by AvidXchange.

  • Healthcare Strength Healthcare coverage is positioned as comprehensive, spanning medical, dental, vision, disability, life insurance, mental health support, and FSAs. On-site fitness and wellness resources at the Charlotte headquarters further strengthen the perceived health-and-wellbeing offering.
  • Retirement Support Retirement support includes a 401(k) with a company match and immediate vesting, which can improve perceived value early in tenure. This feature supports longer-term financial planning without delayed eligibility.
  • Leave & Time Off Breadth Time-off options include PTO, floating holidays, and paid volunteer time, providing multiple avenues for planned and purpose-driven time away from work. These programs can improve overall perceived total rewards even when base-pay sentiment varies.

AvidXchange Insights

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The Company
HQ: Charlotte, NC
1,300 Employees
Year Founded: 2000

What We Do

AvidXchange is the accounts payable automation industry leader for mid-market businesses serving more than 5,550 customers & 400,000 suppliers nationwide.

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