Revenue Technology & AI Automation Manager I

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…