Teams at AvidXchange

Manages a portfolio of small to medium-sized media customers, guiding onboarding, adoption, renewals, and expansion. Builds strategic relationships, monitors customer health, identifies retention and growth opportunities, delivers product training, and advocates for customers internally. Collaborates cross-functionally to resolve issues, implement solutions, analyze adoption trends, and provide recommendations to product and leadership teams while maintaining accurate CRM records.

Conduct outbound calls and emails to targeted finance decision-makers, including CFOs and Controllers, to generate interest in AP automation solutions. Build the marketable database by securing opt-ins, pre-qualify prospects, create sales opportunities, schedule introductory calls, meet daily activity quotas, support multiple sales channels, and collaborate with Marketing and Sales.

Serves as the embedded RevOps partner to direct sales leadership by managing forecasting cadences, pipeline health, performance analytics, reporting, and operational process improvements. Builds models, scenario analyses, quota and rep-performance trackers, executive dashboards, and reporting packages. Translates business questions into actionable insights, identifies risks and opportunities, collaborates with Systems and Enablement teams, and documents scalable processes and playbooks.