Senior BI Product Manager ID65844
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 and connect financial data to business decisions. The role translates 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 involves building relationships to identify process challenges, shaping BI and AI opportunities, creating product requirements and roadmaps, and ensuring complex commercial and financial processes are accurately represented in downstream data products. Technical Delivery Managers and engineering teams architect and deliver the technical solutions.
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 reaching out to product managers and finance and legal leaders to map processes and drive alignment.
- Demonstrated ability to validate 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 ERPs such as Workday, NetSuite, and SAP, and CPQ/CLM tools such as Salesforce CPQ, Zuora, Conga, Icertis, DocuSign CLM, and Ironclad, including how 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 applications of GenAI, LLMs, or predictive ML models in corporate finance.
- Experience in a high-volume marketplace or enterprise sales environment with complex deal structures.
- Background in contract analytics, obligation tracking, or Lean or Six Sigma process improvement applied to financial systems.
Responsibilities
- Build relationships across internal FinSys 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 and uncover the needs behind financial data requests.
- Create PRDs, 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 with education, fitness, and team activity budgets.
- Projects involving modern solutions for Fortune 500 and leading product companies.
- Flexible schedule with remote and office options.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
