Revenue Operations Analyst II

AvidXchange, Inc.•Charlotte, NC

41d•Hybrid

About The Position

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.

Requirements

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

Nice To Haves

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

Responsibilities

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
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
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
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

Benefits

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