Revenue Operations Partner II

Job Overview

We’re seeking a skilled and driven Revenue Operations Partner II to join our Revenue Operations & Strategy team. In this role, you’ll partner closely with Sales, Marketing, and other go-to-market teams to drive alignment, optimize processes, and support data-driven decision-making. You’ll play a key role in ensuring operational efficiency across the revenue cycle, leveraging insights and systems expertise to enhance forecasting accuracy, workflow consistency, and overall performance.

What You’ll Do

• 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.

What We’re Looking For

• 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.

• Hands-on experience with Salesforce and a working knowledge of Salesforce CPQ preferred.

• 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.

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