Revenue Operations Analyst II

AvidXchange, Inc.

Revenue Operations Analyst II driving analytics for Sales and Marketing at AvidXchange. Responsible for dashboards, insights, and data governance to support business decisions.

Posted 7/1/2026full-timeCharlotte • North Carolina • 🇺🇸 United StatesMid-LevelSeniorWebsite

Tech Stack

Tools & technologies

SQLTableau

About the role

Key responsibilities & impact

Own Dashboards & Reporting: Serve as the single point of accountability for GTM analytics delivery. Design, build, and optimize complex data models, calculated fields, and cross-source joins across our BI platforms to ensure scalable reporting.
Deliver Executive-Ready Insights: Support Board meetings and operating reviews by distilling complex data into clear, strategic narratives. Deliver ad-hoc analysis for campaign performance, product launches, and segment deep-dives.
Partner with GTM Leadership: Translate business questions from Sales, Marketing, and RevOps partners into precise reporting requirements. Track the full revenue funnel (MQL/SQL conversions, velocity, and win rates) and support the recurring forecast cadence with accurate pipeline reporting.
Enforce Data Governance & QA: Build automated validation checks, reconciliation protocols, and regression testing to ensure data accuracy. Maintain comprehensive documentation, including data dictionaries, calculation logic, and source-to-dashboard lineage.
Collaborate Upstream: Partner with Revenue Systems and Data Engineering to define data architecture requirements and advocate for upstream data quality within Salesforce and marketing automation tools.
Drive AI & Innovation: Champion the adoption of AI-powered analytics tools (such as AI-assisted data exploration, predictive analytics, and natural language querying) to automate repetitive tasks and surface hidden data patterns.

Requirements

What you’ll need

4–7 years in analytics, business intelligence, or data visualization within a B2B SaaS or high-growth environment.
Deep understanding of Sales and Marketing KPIs, including pipeline coverage, win rates, deal velocity, CAC, LTV, and full funnel mechanics.
Advanced proficiency in at least one major BI platform (Power BI, Tableau, or Looker) building production-grade dashboards from scratch, alongside strong SQL skills for complex queries and data modeling.
Deep understanding of Salesforce data architecture and experience building analytics on top of CRM data.
A strong QA mindset with experience building validation frameworks, paired with meticulous documentation habits (data dictionaries and calculation logic are a non-negotiable part of your process).
Ability to thrive in a fast-paced environment, manage competing priorities, and translate complex technical concepts into clear insights for non-technical stakeholders.
Experience integrating data from marketing automation platforms (e.g., Marketo, HubSpot, Pardot) into unified reporting views.
Advanced Excel/Google Sheets proficiency for ad-hoc modeling.
Active engagement with or exposure to AI analytics tools, AI copilots, or automated insight engines.
Bachelor's degree in Analytics, Data Science, Information Systems, Business, or a related field; advanced degrees or BI certifications are a plus.

Benefits

Comp & perks

18 days PTO*
11 Holidays (8 company recognized & 3 floating holidays)
16 hours per year of paid Volunteer Time Off (VTO)
Competitive Healthcare
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

ATS Keywords

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Hard Skills & Tools

Data ModelingDashboard DesignData AnalysisAd-Hoc ReportingData GovernanceKPI TrackingData IntegrationPredictive AnalyticsNatural Language QueryingExcel/Google Sheets Proficiency

Soft Skills

Clear CommunicationPrioritizationCollaborationAdaptabilityAttention to Detail

Certifications

BI CertificationsBachelor's Degree in AnalyticsBachelor's Degree in Data ScienceBachelor's Degree in Information SystemsBachelor's Degree in Business