- Location
- Charlotte, North Carolina, United States
- Department
- Sales
- Seniority
- Manager
- Source
- Greenhouse
Description
The Revenue Technology Specialist is AvidXchange's first dedicated role at the intersection of revenue system automation and emerging AI tooling. This is a learning-forward role built for someone early in their career who is technically curious, comfortable in SaaS tools, and eager to grow into the full scope of GTM engineering over time. You will work directly under the Senior Revenue Technology & AI Automation Manager, contributing to automation builds, system integrations, and AI agent projects with close mentorship and structured ramp. You don't need to have built production AI agents yet — but you need to be the kind of person who figures things out, documents what you learn, and ships work you're proud of.
What You'll Do:
Automation & Workflow Builds
- Build and maintain automation workflows across the RevTech stack using Workato, Salesforce Flows, and no-code/low-code integration tools
- Support the maintenance and optimization of existing Marketo-Salesforce data pipelines and integration logic
- Assist in building data quality monitoring: routing gap alerts, attribution anomaly flags, and duplicate detection workflows
- Document all custom builds, integrations, and workflow logic in a shared knowledge base
AI Agent Support & Learning
- Assist in the build, testing, and QA of AI agents for Marketing and Sales use cases under the Manager's guidance
- Support Conversica administration: monitor agent performance, log issues, and document optimization opportunities
- Learn and apply prompt engineering techniques to configure and tune AI agent behaviors
- Help maintain the AI agent governance documentation: scoping templates, QA checklists, and runbooks
- Research and evaluate emerging AI and GTM automation tooling; summarize findings for the team
Systems & Stakeholder Support
- Triage and work Monday.com intake tickets for automation and integration requests, with Manager oversight
- Support Marketing Operations with technical execution of campaign builds that require workflow logic or system integration
- Partner with the Sr. Revenue Systems Manager on Salesforce data quality projects and field audits
- Participate in cross-functional planning meetings and document action items and technical requirements
What Success Looks Like — Year One
Platform Fluency
- Fully ramped on AvidXchange's RevTech stack within 60 days — can independently navigate Salesforce, Workato, Marketo, and LeanData
Automation Ownership
- At least two automation workflows built independently and running without manual intervention
AI Contribution
- Meaningful contribution to at least one AI agent project: testing, QA, documentation, or a discrete build component
Intake SLA
- All assigned intake tickets closed within SLA with clean documentation and stakeholder sign-off
Development Plan
- A personal learning roadmap in place for GTM engineering skills, agreed with the RevTech & Agentic Strategy Manager, with measurable milestones
What We're Looking For:
Required
- 0-2 years of experience in a RevOps, marketing operations, sales operations, or technical support role — OR a strong portfolio of relevant self-directed projects
- Genuine technical curiosity: you've built something (an automation, a script, a workflow) and you can explain how it works
- Working familiarity with at least one SaaS platform (Salesforce, HubSpot, Marketo, Zapier, or similar)
- Comfort with no-code/low-code tools and a willingness to learn integration platforms like Workato
- Strong written communication — you document your work clearly and without being asked
- Self-starter mindset: you ask good questions, find answers independently, and don't wait for perfect instructions
Preferred
- Any experience with AI tools: Claude, Co-Pilot, ChatGPT API, prompt engineering, Conversica, Clay, or similar
- Exposure to Salesforce (even a Trailhead certification counts)
- Familiarity with Python, JavaScript, or SQL — even at a basic scripting level
- Background in SDR/BDR, sales ops, or demand gen with a tech-forward approach
- A genuine interest in how AI will change the way revenue teams operate
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 tech company – we are building an experience. We remain committed to a culture where you can fully be 'you’ – connected with others, chasing big goals, and making a meaningful impact. If you want to help us grow while realizing your potential and creating stories you’ll tell for years, you’ve come to the right place.
AvidXers enjoy:
- 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 that has $0 monthly premium for teammate-only coverage
- 100% AvidXchange paid 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) - Provides counseling services, legal and financial consultations and health advocacy for Teammates and their eligible dependents
- Onsite Health Clinic with Atrium Health - available to Teammates and their eligible dependents
- 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
*Fully granted from beginning of year, pro-rated if hired mid-year
**Must be full-time for at least 3 months
***Must be full-time for at least one year
Equal Employment Opportunity
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.
