Revenue Operations Analyst II

Charlotte, North Carolina, United States Role Overview 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, bring a strong QA discipline and meticulous documentation habits, and understand 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. What You'll Do – Dashboard & Reporting Ownership Own 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 and operating reviews by distilling complexity into clear strategic narratives. What You'll Do – Insights & Business Partnership 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 numbers. 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. What You'll Do – QA, Documentation & Data Governance 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. What You'll Do – AI & Innovation 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. Who You Are – Qualifications 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. Preferred 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. AvidXchange is an equal‑opportunity employer. AvidXchange is committed to equal employment opportunity in accordance with applicable federal, state, and local laws. AvidXchange will not discriminate against applicants for employment on any legally recognized basis. This includes, but is not limited to veteran status, race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age and physical or mental disability. #J-18808-Ljbffr AvidXchange, Inc.