AvidXchange, Inc.

• Define and drive the enterprise architecture strategy, target-state architecture, and multi-year technology roadmap aligned to business objectives and Value Creation Plan (VCP) priorities. • Establish enterprise architecture principles, guardrails, and standards that improve consistency, scalability, resiliency, and operational efficiency across the technology landscape. • Lead technology strategy for critical modernization initiatives including platform transformation, application rationalization, data architecture evolution, and AI enablement. • Serve as the architecture authority for the most complex and high-impact technical decisions across the organization. • Drive the adoption of AI-assisted software delivery practices across Architecture, Product Development, and Engineering teams. • Define architecture patterns and guardrails for AI-powered applications, agentic workflows, intelligent automation, and Generative AI solutions. • Partner with engineering organizations to accelerate adoption of AI-first SDLC practices that improve developer productivity, architectural consistency, and delivery speed. • Establish frameworks that enable architecture artifacts, specifications, governance controls, and design standards to be leveraged by AI-enabled development tools and agents. • Lead architecture for strategic initiatives spanning multiple business domains, products, teams, and technology platforms. • Design distributed, cloud-native solutions leveraging microservices, event-driven architecture, API-first design, and domain-driven design principles. • Define enterprise integration patterns, canonical data models, and platform capabilities that promote reuse and reduce technology fragmentation. • Ensure architecture decisions support long-term maintainability while enabling rapid business growth and innovation. • Establish governance processes that improve architectural quality, delivery predictability, risk management, and dependency visibility. • Lead Architecture Review Boards and Architecture & Design reviews for major initiatives and strategic investments. • Drive reduction of technical debt through modernization roadmaps, standardization efforts, and measurable engineering quality improvements. • Ensure solutions meet security, compliance, reliability, resiliency, and operational excellence requirements. • Mentor Principal Architects, Senior Architects, and engineering leaders, helping elevate architecture capabilities across the organization. • Contribute to architecture career development, competency frameworks, interviewing standards, and technical leadership growth programs. • Build reusable architecture assets, reference architectures, decision frameworks, and best practices that can be leveraged across teams. • Serve as a trusted advisor to senior leadership while fostering a culture of engineering excellence, innovation, and continuous improvement. • Evaluate emerging technologies and industry trends including AI, cloud-native platforms, platform engineering, developer productivity tooling, and intelligent automation. • Identify opportunities to leverage technology investments to improve business outcomes, operational efficiency, customer experience, and scalability. • Guide strategic platform and build-versus-buy decisions through architectural and financial analysis.

• Own the ICP (Ideal Customer Profile): Use a data-driven approach to target marketing and sales efforts toward the right market segment. • Go-to-Market Strategy: Lead development of go-to-market plans for new product launches and updates, including messaging, positioning, and demand generation activities. • Market Research: Conduct research to identify customer needs, market trends, and competitive insights that inform product and marketing strategies. • Content Creation: Produce compelling and informative content such as product collateral, presentations, webinars, social media posts, and blog posts to support campaigns and sales efforts. • Cross-Functional Collaboration: Partner with internal teams, including Product, Sales, and Marketing, to ensure alignment on messaging, positioning, and goals. • Sales Enablement: Provide sales teams with enablement assets such as plays, deal wins, training decks, FAQs, and videos to drive revenue outcomes. • Drive Production and Aggregation: Produce high-fidelity materials (marketing collateral, thought leadership, presentations, product demos, solution guides) for mid- and low-funnel deals. • Leverage Analytics: Monitor pipeline and ACV across sales segments to ensure marketing plans are aligned with sales needs. • Partner with Sales & Advocacy Marketing: Highlight customer success stories across campaigns, content, and events. • Develop Industry Narrative: Collaborate with Product Marketers and Sales to define customer challenges, value propositions, and benefits for target segments. • Stakeholder Management: Build consensus and alignment across Campaigns, Creative, Product Marketing, Product Management, Sales, Pricing Strategy, and Customer Success.

• Exceed monthly revenue and lead objectives focused on customer segment execution • Regional assignment requiring residency and travel within assigned region to establish relationships and get leads within region. • Provide a great buying experience for prospects, customers, and resellers • Utilize Salesforce.com and Gong to manage leads, activity, and opportunities to close revenue and provide insight to leadership • Professionally represent AvidXchange and its offerings • Create customer excitement by showing customers how to use AvidXchange solutions • Support a team environment by sharing best practices and maintaining a winning mindset • Effectively prioritize and maximize call time and appointments to generate leads, advance the decision-making process, and close sales • Meet minimum productivity requirements and service levels set forth by the company • Highly skilled at building relationships with senior decision makers specifically in the Corporate Payments market; AP Manager, Controller, CFO, CEO, IT. • Ability to understand strategic priorities, business needs, and pain points • Identify opportunities and make recommendations to leadership re: ways to sell AvidXchange solutions • Ability to utilize a 'solutions selling approach' to advance new customers through the decision-making process • Results oriented and able to thrive by self-motivation • Effective in creating a compelling reason to buy through defined marketing messaging and the presentation of AvidXchange value propositions • Ability to remove objections, both business and competitive, to advance and win the opportunity • Ability to effectively manage time resulting in maximized productivity • Technically capable of using and demonstrating AvidXchange products • Thoughtful on pricing, negotiation skills • Proactive and self-driven learning style • Ability to learn and adapt to change and new technologies quickly • At least 50% travel necessary

• Partner Launch Operations: Develop and maintain standardized launch playbooks and intake workflows that scale as the partner ecosystem grows • Go-to-Market: Develop and execute go-to-market for partner and buyer GTM Strategists, ensuring launches move from planning to market with speed and consistency. • Market Research and Intelligence: Conduct TAM, SAM, and SOM research for partner and buyer solutions to inform GTM strategy and ICP development, while supporting competitive intelligence gathering across the partner and buyer landscape and synthesizing findings into actionable summaries for GTM Strategists and leadership. • Cross-Functional Collaboration: Serve as the primary execution resource for the Buyer and Partner GTM Strategists, translating strategic priorities into organized and delivered work while maintaining cross-functional alignment on messaging, positioning, and goals across Sales, Enablement, Onboarding, Operations, and Partner teams through active participation in planning sessions and field meetings. • Sales and Partner Enablement: Provide sales teams with the current, accessible, and field-tested tools, training, and materials they need to sell effectively, continuously refreshed with real feedback from weekly meetings, field calls, and partner onboarding sessions. • Reporting and KPI Tracking: Own reporting and data analysis across partner and buyer GTM workstreams, building and maintaining dashboards that track KPIs including content adoption, launch performance, win rates, and enablement usage, and surfacing trends and insights that inform PMM recommendations and strategic adjustments for GTM Strategists and leadership.

• Account Management: Cultivate strong, long-lasting relationships with existing customers by becoming their dedicated point of contact. • Understand their unique business needs and financial objectives. • Upselling Strategy: Analyze customer usage patterns and needs to identify opportunities for upselling our financial technology solutions. • Develop and execute tailored upselling strategies. • Product Expertise: Maintain an in-depth knowledge of our product offerings, features, and updates. • Articulate the value and benefits of our solutions to customers, aligning them with specific pain points and growth opportunities. • Strategic Planning: Collaborate closely with customers to develop strategic plans that align our solutions with their business objectives. • Provide consultative guidance based on industry best practices. • Performance Metrics: Set and achieve upselling targets and revenue goals within your account portfolio. • Monitor key performance indicators (KPIs) and take proactive measures to ensure consistent growth. • Customer Feedback: Act as a conduit for customer feedback within the organization. • Gather insights and suggestions from customers to inform product development and enhancements. • Contract Negotiation: Skillfully negotiate contract terms, pricing, and agreements with existing customers, ensuring profitability while maintaining customer satisfaction. • Market Awareness: Stay informed about industry trends, competitive developments, and market conditions. • Leverage this knowledge to refine upselling strategies and maintain a competitive edge.

Lead digital marketing strategy and execution, oversee multi-channel campaigns, manage SEO initiatives, and develop a high-performance team while driving collaboration across departments to achieve revenue objectives.

• Support administration of AvidXchange’s security awareness and phishing simulation program in KnowBe4, including training assignments, campaign design, and coordination. • Assist with building creative cybersecurity awareness communications, campaigns, and recurring outreach activities designed to engage a wide range of teammates and cyber knowledge levels. • Monitor participation, phishing, and engagement metrics to measure program effectiveness and identify improvement opportunities. • Contribute to ongoing enhancement of awareness content to keep training engaging, relevant, and aligned with emerging threats. • Enhance and support our Security Champion Program to empower security-focused individuals to make a difference in their team. • Assist with cybersecurity risk assessments, audits, and third-party/vendor reviews. • Coordinate assessment and audit efforts through documentation, evidence gathering, and cross-functional collaboration. • Track remediation items, risk findings, audit observations, and follow-up efforts across teams. • Develop and maintain cybersecurity metrics, dashboards, and reporting tailored to technical teams, leadership, and executive audiences. • Create visualizations, presentations, and other deliverables using tools such as Power BI, Excel, and PowerPoint. • Coordinate recurring reporting activities related to risk committees, audits, awareness initiatives, and operational metrics. • Analyze data to identify meaningful trends, gaps, and opportunities for program improvement. • Maintain cybersecurity documentation, policies, standards, repositories, and other governance materials. • Assist with customer and vendor due diligence activities, including questionnaire responses, customer assurance communications, and trust center maintenance. • Coordinate business continuity and incident response preparedness efforts, including tabletop exercises and related operational initiatives.

• Lead and mentor a talented team of Solutions Consultants, providing coaching, technical guidance, and career development. • Own the demo strategy and operating standards of the SC team, ensuring all demos are high-quality, customized demonstrations and presentations that showcase AvidXchange solutions. • Partner cross-functionally with Product Management, Engineering, Product Marketing, and Onboarding teams to improve team expertise, technical knowledge, and industry insights. • Maintain strong relationships with internal stakeholders to ensure alignment on product roadmap, current and future capabilities, and customer feedback. • Partner with Sales, Channel Sales, and Account Management leadership to align pre‑sales strategy and resources to revenue priorities. • Monitor and communicate product changes, enhancements, and announcements to ensure the SC team is updated and current. • Directly manage and develop the team and drive performance management with clear expectations for technical / product mastery, employing consultative selling skills, and gathering regular feedback from stakeholders. • Represent AvidXchange at industry events, webinars and in executive-level discussions with partners and customers.

• Lead, mentor, and develop, providing consistent coaching, performance management, and career development support. • Establish best practices for partner outreach and sales execution that your direct report(s) can model and scale. • Review pipeline and activity metrics for your direct report(s) to ensure alignment with broader reseller revenue targets. • Serve as the primary strategic contact for RealPage, ensuring they have the tools, training, and executive support needed to drive mutual sales success. • Lead partner onboarding, sales collateral deployment, and ongoing training programs to keep the reseller sales force current on AvidXchange value propositions. • Own the CRM (Salesforce) hygiene for the reseller channel; provide accurate monthly and quarterly forecasting on reseller-driven revenue to leadership. • Act as a high-level liaison between RealPage and internal Product, Marketing, and Operations teams to resolve channel conflicts and streamline go-to-market strategies. • Lead regular Quarterly Business Reviews (QBRs) and operational check-ins to monitor performance and identify growth levers.

• Define and maintain TAM/SOM/SAM models to size market opportunity across middle market and upmarket segments • Develop and continuously refine Ideal Customer Profiles (ICPs) — identifying new buying personas, verticals, and whitespace opportunities • Lead competitive intelligence efforts to identify differentiation strategies and market positioning advantages • Own the core positioning and messaging architecture for the specific market segments • Craft compelling narratives tailored to CFOs, Controllers, and finance leaders that emphasize efficiency, control, and visibility • Develop differentiated messaging frameworks for new ICPs as the company expands upmarket • Partner with Product and Finance to develop pricing and packaging strategies that drive adoption and expansion revenue • Design promotional offers and competitive win-back programs in collaboration with Sales • Establish with Product and Revenue Operations guardrails and approval frameworks for field-level discounting and custom deal terms • Lead end-to-end GTM planning and launch execution for new products, features, and market entries • Develop launch playbooks that coordinate across marketing, sales, product, and rev ops • Define success metrics, track performance, and iterate GTM strategy based on pipeline and win/loss data • Develop segment-specific pitch narratives and ROI tools that help reps close faster in competitive deals • Partner with Sales Enablement to operationalize content in Salesforce, Marketo or equivalent platforms • Serve as the GTM quarterback across Marketing, Demand Gen, Sales, Finance, Product, and Rev Ops • Align stakeholders on GTM strategy, prioritization, and readiness before every launch or campaign • Present GTM plans and performance to executive leadership and influence resource allocation decisions