Revenue Operations Partner II

AvidXchange, Inc.•Charlotte, NC

7d•Hybrid

About The Position

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.

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.
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.

Nice To Haves

Working knowledge of Salesforce CPQ preferred.
Familiarity with BI tools (SQL and Power BI a plus).

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.

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