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, you bring a strong QA discipline and meticulous documentation habits, and you know 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 the 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, operating reviews by distilling complexity into clear strategic narratives 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 number • 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 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

and advocate for upstream data quality from Salesforce, marketing automation, and other GTM sources 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

: • 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 recon