Senior BI Product Manager ID65844

AgileEngine•Tallahassee, FL

About The Position

AgileEngine is seeking a Senior BI Product Manager to serve as a subject-matter expert across Quote-to-Cash and Order-to-Cash processes, connecting financial data to business decisions. The role turns operational friction into data, analytics, and AI/ML opportunities while working with Sales, Legal, Accounting, Product, internal financial systems teams, and finance leadership. Familiarity with ERP and CPQ systems is important. The position partners with Technical Delivery Managers and engineering teams, who architect technical solutions, and ensures complex commercial and financial processes are accurately represented in downstream data products.

Requirements

At least 5 years of Product Management experience within Financial Systems, FinSys BI, Order-to-Cash, or Revenue Operations in SaaS or technology environments.
Solid understanding of accounting terminology, contract lifecycle, billing, entitlement, and downstream revenue recognition, including ASC 606 impacts.
Exceptional communication skills, high energy, and comfort proactively engaging product managers and finance and legal leaders to map processes and drive alignment.
Ability to validate pricing, order, and contract data for troubleshooting, reporting, and operational dashboards.
Strong analytical, process-mapping, and documentation skills, including experience defining non-technical functional specifications for technical teams.
General understanding of ERPs such as Workday, NetSuite, and SAP, and CPQ/CLM tools such as Salesforce CPQ, Zuora, Conga, Icertis, DocuSign CLM, and Ironclad, including how their data flows into BI platforms.
Upper-intermediate English proficiency.
Authorization to work for any employer in the United States; the company is unable to sponsor or take over employment visa sponsorship.

Nice To Haves

Conceptual familiarity with modern data stacks and business applications of GenAI, LLMs, or predictive machine learning models within corporate finance.
Experience in a high-volume marketplace or enterprise sales environment with complex deal structures.
Background in contract analytics, obligation tracking, or process improvement methodologies such as Lean or Six Sigma applied to financial systems.

Responsibilities

Build relationships across internal financial systems teams, including Orders, Invoicing, and Billing, and with finance leadership to identify operational friction points.
Connect operational pain points to BI, machine learning, and AI opportunities, determining the needs behind financial data requests.
Create product requirements documents, roadmaps, and non-technical business requirements in partnership with Technical Delivery Managers and engineering teams.
Ensure quoting, deal structuring, billing, and revenue recognition processes are accurately captured in downstream data products.
Validate pricing, order, and contract data for troubleshooting, reporting, and operational dashboards.