Job OverviewWe'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.
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 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
*Fully granted from beginning of year, pro-rated if hired mid-year
**Must be full-time for at least 3 months
***Must be full-time for at least one year
