Charlotte, North Carolina, United States Hybrid Full-time

AvidXchange is hiring a Revenue Operations Partner II

Responsibilities

  • Drive Cross-Functional Alignment: Partner with Sales and Marketing to ensure cohesive strategies and seamless handoffs across the customer journey.
  • Optimize Processes: Evaluate and improve workflows across sales and marketing operations, identifying opportunities for automation and efficiency gains.
  • Analyze and Report on Performance: Track and interpret key revenue metrics from lead generation through close, providing actionable recommendations to improve outcomes.
  • Support Forecasting and Planning: Maintain and enhance forecasting processes to improve accuracy, visibility, and accountability.
  • Implement and Enforce Best Practices: Help standardize processes and ensure consistent use of tools and data across teams.
  • System and Tool Management: Support Salesforce CPQ setup and maintenance, including product configuration, pricing rules, and quote templates.
  • Cross-Team Collaboration: Act as a liaison between departments to enhance communication, resolve bottlenecks, and keep projects on track.

Requirements

  • Bachelor’s degree in Business, Finance, Marketing, or a related field.
  • 2–4 years of experience in revenue operations, sales operations, or a related analytical role in a dynamic, fast-paced environment.
  • Strong analytical and quantitative skills; proficiency in Excel and familiarity with BI tools (SQL and Power BI a plus).
  • Excellent communication and interpersonal skills with the ability to collaborate across multiple teams and levels.
  • Proven ability to manage multiple priorities, meet deadlines, and maintain attention to detail.
  • A proactive mindset with a focus on continuous improvement, process optimization, and data integrity.

Nice to Have

  • Hands-on experience with Salesforce and a working knowledge of Salesforce CPQ preferred.
Required Skills
Microsoft ExcelSalesforce
About company
AvidXchange

AI-powered accounts payable, built on 25+ years of expertise.

From AP automation pioneer to the future of intelligent finance

When AvidXchange was founded in 2000, our mission was simple: transform the way mid-market businesses receive, manage, and pay their bills. Since then, we've grown into a leading provider of intelligent finance solutions, helping more than 14,000 clients streamline their accounts payable and payment processes.

Our AI-powered platform automates invoice capture, coding, and approval workflows, reducing manual effort and increasing efficiency. Integrated with over 200 accounting systems and ERP platforms, AvidXchange connects buyers and suppliers across industries including real estate, construction, healthcare, financial services, and more.

Backed by decades of data and human expertise, AvidXchange delivers secure, scalable automation that supports both digital and paper-based processes, enabling organizations to modernize their financial operations with confidence.

All jobs at AvidXchange Visit website
Job Details
Department Revenue Operations & Strategy
Category other
Posted 3 days ago