Senior BI Product Manager ID65844

AgileEngine • Jacksonville, FL

3d

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 and works across Sales, Legal, Accounting, Product, internal financial systems teams, and finance leadership. Familiarity with ERP and CPQ systems is important.

The Senior BI Product Manager builds relationships to identify operational pain points, connects those needs to BI, machine learning, and AI opportunities, and authors product requirements and roadmaps. The role partners with Technical Delivery Managers and engineering teams, who architect technical solutions, and ensures commercial and financial processes are accurately represented in downstream data products.

Requirements

• At least 5 years of Product Management experience within Financial Systems, financial systems BI, Order-to-Cash, or Revenue Operations in SaaS or technology environments.
• Solid understanding of accounting terminology, the contract lifecycle, billing, entitlement, and downstream revenue recognition, including ASC 606 impacts.
• Exceptional communication skills and comfort proactively engaging product managers, finance leaders, and legal leaders to map processes and drive alignment.
• Experience validating pricing, order, and contract data for troubleshooting, reporting, and operational dashboards.
• Strong analytical, process-mapping, and documentation skills, including defining non-technical functional specifications for technical teams.
• General understanding of ERP systems 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 cannot sponsor or take over employment visa sponsorship.

Nice To Haves

• Conceptual familiarity with modern data stacks and corporate finance applications of GenAI, LLMs, or predictive machine learning models.
• 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 (Orders, Invoicing, and Billing) and finance leadership to identify operational friction points.
• Connect operational pain points to BI, machine learning, and AI opportunities, identifying the underlying needs behind financial data requirements.
• 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.

Benefits

• Mentorship, TechTalks, and personalized growth roadmaps.
• USD-based compensation.
• Education, fitness, and team activity budgets.
• Flexible schedule with remote and office options.
• Projects involving modern solutions for Fortune 500 and leading product companies.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed