Client Intelligence & AI Product Manager
About The Position
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you’ll love from top to bottom – we give you the tools you need to succeed and the autonomy to reach your goals. The Client Intelligence & AI Product Manager runs the firm’s two highest-visibility growth intelligence products: OpportunityIQ and the Client Intelligence Dashboard. This person translates strategy into client intelligence solutions – driving day-to-day execution, stakeholder alignment, and adoption across platforms. This is a product ownership and program delivery role; the right candidate pairs strong product instincts with crisp communication and disciplined follow-through (decision logs, clear owners/next steps, and closed loops) to keep a complex, multi-team program on track.
Requirements
- 5-8 years in product management, client or customer data/analytics leadership, or growth intelligence – with a track record of driving adoption with senior professionals
- Experience in professional services, financial services, or B2B SaaS
- Comfortable owning a product, interacting with and presenting to senior leadership
- Understands data architecture, scoring models, and API integrations – without being an engineer
- Strong communicator with disciplined follow-through: translates between technical and business teams, writes crisp leadership updates, and closes the loop without being asked
Nice To Haves
- Experience with AI product development from the business side – including AI agents, conversational AI, or Copilot/Claude-style tools – focused on shaping behavior and driving adoption with non-technical users
- Familiarity with CRM systems (NetSuite, Salesforce), Power BI or similar analytics platforms, and cloud data platforms (Azure Fabric, Snowflake)
- Prior experience at a Big Four firm, mid-market accounting firm, or PE-backed professional services platform
- Experience with client health scoring, NPS programs, or cross-sell intelligence
Responsibilities
- OpportunityIQ - Product Owner AI-powered cross-sell intelligence, Board-funded, July 1 delivery milestone
- Own product direction sprint-to-sprint; define success from the partner perspective and set adoption criteria tied to business value
- Run program cadence and cross-team coordination; track decisions, risks, and dependencies; drive structured follow-through across leadership, business lines, and the technical team
- Publish concise readouts after key meetings and milestones (decisions, open items, owners, next steps) so progress is visible without constant escalation
- Manage the partner feedback loop; make release go/no-go recommendations; co-lead adoption with the EisnerAI team so OIQ becomes part of how partners drive growth
- Own SME intake: identify the right contributors, translate input with the AI team, and provide concise recommendations to senior leaders for timely decisions
- Ensure OIQ and the Client Intelligence Dashboard deliver a coherent experience – not two competing tools
- Client Intelligence Dashboard – Product Owner Stewardship health scoring in Power BI, phases 1–2 approved
- Own how the Dashboard serves practice leaders and Growth Mentors; ensure the scoring model is sound and outputs are actionable
- Manage phases 1-3 with CX analysts; own scope, timeline, and stakeholder communications
- Drive Qualtrics-to-Fabric integration and define how CX intelligence feeds the firm’s operational ecosystem
- Mentor CX analysts – provide experienced business intelligence leadership for their development
- CX AI Agent Development & Deployment Owning the lifecycle of AI agents that extend CX intelligence to employees firmwide
- Lead development and deployment of CX AI agents (e.g., ICS Coach, Client Growth Advisor, SCOUT), ensuring alignment to CX programs and measurable adoption
- Define requirements, success metrics, and partner-facing behaviors; translate CX domain expertise into agent guidance employees trust and use
- Track agent usage, partner feedback, and outcome data; report on adoption and ROI as part of the broader CX value story
- CX Intelligence Strategy, Stakeholder & Program Communication Own the strategy for how CX’s intelligence products connect to the firm’s growth ecosystem and serve
Benefits
- flexibility to manage your days in support of our commitment to work/life balance
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
