Revenue Operations Partner II

AvidXchange, Inc.•Charlotte, NC

18h•Hybrid

About The Position

The Territory Planning Analyst II owns the design, execution, and ongoing integrity of AvidXchange’s go-to-market (GTM) territory structures across direct sales, channel, and strategic partnerships. This position sits within the GTM Planning function under Revenue Operations and works alongside the Sales Compensation Analyst and Senior GTM Strategy Analyst. Territory potential data and coverage analysis support quota planning, while account data monitoring underpins broader GTM operations. The role is responsible for annual territory planning and optimization, assignment rules, territory realignments, scenario modeling, and post-change analysis. It also manages territory and account assignments across ERP and banking partnerships, including partner-specific territory maps, attribution models, and coverage reporting. The analyst monitors Salesforce account and territory data quality, manages deduplication, ownership handoffs, lifecycle status and firmographic integrity, and coordinates regular data enrichment. The analyst defines requirements and specifications for Salesforce territory configuration and bulk account changes for implementation by the Systems & Process team, validates deployments, and maintains documentation and an audit trail for territory changes. The position calls for strong data integrity practices, the ability to translate business needs into technical specifications, and attention to how territory and account data affect quota, compensation, and reporting. AvidXchange describes itself as a provider of accounts payable automation software and payment solutions for middle-market businesses and their suppliers. It reports having more than 1,300 teammates working across the U.S. or remotely and describes its culture as Connected as People, Growth Minded, and Customer Obsessed. The posting highlights work/life balance, development programs, competitive benefits, and hybrid workplace flexibility.

Requirements

3–5+ years in Revenue Operations, Sales Operations, or CRM/Data Management in a B2B SaaS, payments, or fintech environment.
Strong working knowledge of Salesforce territory management, assignment rules, data management, and reporting.
Ability to translate business requirements into technical specifications for a Systems team.
Experience with data enrichment tools such as ZoomInfo, Dun & Bradstreet, or Clay, and a track record of maintaining data quality standards at scale.
Strong SQL or equivalent data querying skills for analysis, auditing, and quality monitoring.
Experience managing territory structures in organizations with channel or partner complexity.
Highly organized with strong attention to detail, recognizing the downstream effects of territory and data errors on quota, compensation, and reporting.

Nice To Haves

Experience with territory planning tools such as Anaplan, Fullcast, Varicent Territory, or similar.
Salesforce Admin certification or equivalent hands-on configuration experience.
Background in payments, ERP ecosystems, or B2B platforms serving the middle market.
Experience managing territory structures through an acquisition integration or business model consolidation.

Responsibilities

Own the annual territory planning and carving process, building balanced territories that optimize coverage, revenue potential, and equitable distribution across segments.
Maintain territory rules engines defining assignment logic, including named accounts, geography, verticals, partner affiliations, and revenue tiers, and ensure consistent application.
Manage territory realignment and account reassignment execution.
Build scenario models for leadership to assess proposed changes to coverage, quota distribution, pipeline disruption, and customer experience.
Conduct post-realignment analyses to assess outcomes and recommend improvements for future planning cycles.
Define business requirements for territory and account scoring models built by the Revenue Insights team; QA model outputs and provide feedback on scoring methodology.
Manage territory and account assignment complexity across 20+ ERP partner relationships and banking partnerships, maintaining rules of engagement and attribution boundaries.
Maintain partner-specific territory maps and account overlays that distinguish sourced, influenced, and co-sold accounts from direct motions.
Build and maintain attribution data models linking partner-sourced opportunities to the correct territory, representative, and compensation plan.
Produce partner territory coverage reports identifying white space, overlap, and conflict; coordinate with Channel and Strategic Partnerships teams to align definitions with current agreements.
Monitor Salesforce account and territory data health, identifying and resolving misalignments before they affect territory accuracy, quota inputs, or GTM reporting.
Monitor duplicate records and enforce deduplication standards; partner with Systems & Process on automated rules and own ongoing review and resolution.
Review and resolve territory misalignments surfaced by logic errors.
Monitor account-to-territory alignment and manage account handoffs from new business to existing sales, ensuring accurate ownership records and clean transitions.
Manage account and contact status progression so CRM lifecycle stages reflect current reality.
Own firmographic data integrity, enforce standards, and resolve tagging errors that affect segmentation and territory logic.
Run regular data enrichment cadences, validate enrichment accuracy, and coordinate with third-party providers on data quality.
Define Salesforce territory configuration requirements, including hierarchies, assignment rules, sharing rules, and visibility; submit them to the Systems & Process team and validate after deployment.
Define specifications for bulk account reassignments and segmentation updates, including change management documentation, acceptance criteria, and rollback procedures.
Maintain a territory change log and audit trail documenting structural changes, rationale, effective dates, and downstream impacts.

Benefits

18 days PTO.
11 holidays: 8 company-recognized holidays and 3 floating holidays.
16 hours per year of paid Volunteer Time Off (VTO).
Competitive healthcare.
High Deductible Health Plan option with $0 monthly premium for teammate-only coverage.
Dental Base Plan coverage.
100% AvidXchange-paid life insurance.
100% AvidXchange-paid long-term disability.
100% AvidXchange-paid short-term disability.
Employee Assistance Program with counseling services, legal and financial consultations, and health advocacy for teammates and eligible dependents.
Onsite health clinic with Atrium Health, available to teammates and eligible dependents.
401(k) match: 100% match on the first 3% of salary, plus 50% match on the next 2%.
Parental leave: 8 weeks at 100% pay by AvidXchange.
Eldercare leave: 8 weeks at 100% pay to care for a qualifying family member.
Discounts on pet, home, and auto insurance.
Onsite gym fitness center, yoga studio, and basketball court.
Gym reimbursements for remote teammates up to $28 per month.
Tuition reimbursement up to the federal maximum of $5,250.
Hybrid workplace flexibility.
Free parking.
PTO is fully granted from the beginning of the year and prorated if hired mid-year.
Some benefit eligibility conditions are listed: full-time for at least 3 months and full-time for at least one year.