Revenue Operations Partner II

The role

The Territory Planning Analyst II owns the design, execution, and integrity of GTM territory structures. This role manages territory planning, partner and channel territory management, and account data monitoring within the Revenue Operations function.

What you will do

• Own annual territory planning and carving process
• Maintain territory rules engines defining assignment logic
• Manage execution of territory realignment and account reassignments
• Build scenario models for territory changes
• Conduct post-realignment analyses
• Define requirements for territory and account scoring models
• Manage territory and account assignment for partner and banking relationships
• Build and maintain attribution data models for partner-sourced opportunities
• Monitor account and territory data health in Salesforce
• Define requirements for Salesforce territory configuration

Required qualifications

• 3–5+ years in Revenue Operations, Sales Operations, or CRM/Data Management in a B2B SaaS, payments, or fintech environment
• Strong working knowledge of Salesforce territory management, assignment rules, data management, and reporting
• Ability to translate business requirements into technical specifications for a Systems team
• Experience with data enrichment tools (ZoomInfo, Dun & Bradstreet, Clay)
• Track record of maintaining data quality standards at scale
• Strong SQL or equivalent data querying skills
• Experience managing territory structures in organizations with channel or partner complexity
• Highly organized with strong attention to detail

Nice to have

• Experience with territory planning tools such as Anaplan, Fullcast, Varicent Territory, or similar
• Salesforce Admin certification or equivalent hands-on configuration experience
• Background in payments, ERP ecosystems, or B2B platforms serving the middle market
• Experience managing territory structures through an acquisition integration or business model consolidation

Benefits

• 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 with $0 monthly premium for teammate-only coverage
• 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)
• Onsite Health Clinic with Atrium Health
• 401(k) Match: 100% match on the first 3% of salary, plus 50% match on the next 2%

Before you apply

• Must be currently authorized to work in the United States on a full-time basis
• AvidXchange does not provide sponsorship for employment-based work visas for this position

About the company

AvidXchange is a provider of accounts payable automation software and payment solutions for middle-market businesses and their suppliers. The company has over 1,300 teammates working across the U.S. or remotely.