Role Overview
The Revenue Operations Analyst II is the analytics engine behind AvidXchange's 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 you're actively exploring how AI is transforming analytics to push the boundaries of what our data can tell us.
What you'll 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:
• 4–7 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
• Bachelor's 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, 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
- 4-7 years in analytics, business intelligence, or data visualization
- Advanced proficiency in at least one major BI platform
- Strong SQL skills
- Deep understanding of Salesforce data architecture
- Strong QA discipline with experience building validation frameworks
- Excellent 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.
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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.
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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.
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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
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.
