Revenue Operations Partner II

Job Overview The RevOps Partner II is the embedded operational and strategic partner to AvidXchange's direct sales organization. Sitting directly at the table with sales leadership, you drive the cadences, insights, and operational infrastructure that keep our revenue engine running at peak performance. In this role, you are a trusted advisor, business analyst, and process builder rolled into one: someone who walks into a forecast call fully prepared, pressure-tests the pipeline alongside sales leaders, and then proactively builds the processes that ensure next quarter runs even smoother. Partnering across the direct motion, you will diagnose performance trends, maintain pipeline health, and surface actionable insights that help leadership move faster and make better, data-driven decisions. What You'll Do Business Partnership & Sales Leadership Support Serve as the primary RevOps point of contact for Direct Sales Leaders, owning operational relationships, anticipating business needs, and earning trusted influence through preparation and deep subject matter expertise. Drive core sales leadership cadences (MBRs/QBRs) with data, context, and a clear point of view; move fluidly between strategic presentations and process documentation. Translate complex business questions from sales leaders into structured analyses and actionable recommendations rather than raw data exports. Proactively surface performance trends, risks, and opportunities to sales and RevOps leadership before they ask, creating the conditions for informed decision-making. Forecasting & Pipeline Management Stay deeply connected to the forecast, walking into calls already knowing where the risk lies through proactive alignment with Sales Managers. Monitor critical pipeline health metrics—including coverage ratios, stage progression velocity, deal aging, and conversion rates—resolving anomalies directly with managers. Support weekly and monthly forecast reporting packages for senior leadership, ensuring inputs are accurate, well-contextualized, and executive-ready. Performance Analytics & Insights Conduct ad hoc performance analyses on key sales questions, including competitive win/loss deep dives, segment performance, and overall GTM effectiveness. Build custom models, scenario analyses, quota attainment trackers, and rep-level performance trackers from scratch. Partner with the RevOps Insights & Analytics team to define reporting requirements and build intuitive dashboards that reflect decision-driving metrics. Contribute polished, accurately framed data to executive-ready reporting packages for board meetings and sponsor operating reviews. Operational Process & Execution Treat operational gaps as problems you own, designing scalable solutions at the same time you flag the issue. Partner cross-functionally with Systems and Enablement teams to close operational gaps and implement lasting resolutions. Document processes, decision frameworks, and operational playbooks to drive consistency and repeatability across direct sales teams. What We're Looking For Experience: 3–5+ years in Sales Operations, Revenue Operations, or an embedded business partner role supporting a direct sales organization within B2B SaaS or high-growth environments. Operating Cadence Expertise: Deep familiarity with sales operating rhythms, including forecast cadences, pipeline hygiene management, and monthly/quarterly business reviews. Analytical Capability: Advanced proficiency in Excel or Google Sheets, with a proven ability to build models, scenario analyses, and rep-level performance trackers from scratch. GTM & KPI Fluency: Solid understanding of core direct sales metrics, including pipeline coverage, win rates, sales cycle length, ramp attainment, and activity-to-pipeline conversion ratios. Executive Presence & Influence: Exceptional written and verbal communication skills with a track record of building trusted, influential relationships with sales VPs and senior leadership. Organization & Ownership: Strong project management instincts to manage multiple stakeholder relationships simultaneously without letting balls drop in a fast-paced environment. About AvidXchange AvidXchange is a leading provider of accounts payable (“AP”) automation software and payment solutions for middle-market businesses and their suppliers. By trade, we are a technology company, but if you ask anyone who works here, they’ll tell you our people are at the core of who we are. At AvidXchange,  mindset is everything . We are Connected as People , Growth Minded , and Customer Obsessed . These three mindsets represent our culture – who we are, who we’ve always been, and they guide us to improve every day. Since our founding in 2000 in Charlotte, NC, we’ve created a company of over 1,500 teammates working across the U.S., or remotely. AvidXchange is proud to be Certified™ as a  Great Place to Work ®. The prestigious recognition is based on anonymous data from our teammates and makes official what our teammates have known for years – that AvidXchange is a Great Place to Work®.  Who you are:   A go-getter with an entrepreneurial mindset – that means you are not afraid of taking risks, winning big or facing the unknown.  Someone who understands that business is people centric. Connecting with others as humans first allows you to develop mutually beneficial working relationships.  Focused on making a difference for our customers. AvidXchange exists to help solve complex problems for our customers so we can all realize our potential.  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