Revenue Technology & AI Automation Manager I
Listed on 2026-08-08
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IT/Tech
IT Business Analyst, AI Engineer (Applied/Software), Systems Analyst
Revenue Technology & AI Automation Manager I
Charlotte, North Carolina, United States
The Revenue Technology Specialist is Avid Xchange'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.
Automation & Workflow Builds
- Build and maintain automation workflows across the Rev Tech 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 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 Avid Xchange's Rev Tech stack within 60 days — can independently navigate Salesforce, Workato, Marketo, and Lean Data
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 Rev Tech & Agentic Strategy Manager, with measurable milestones
What We're Looking For:
Required
- 0-2 years of experience in a Rev Ops, 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, Hub Spot, 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 Avid Xchange
Avid Xchange is a leading provider of accounts payable…
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