Senior BI Product Manager ID65844

AgileEngine•Fort Lauderdale, FL

About The Position

AgileEngine is seeking a Senior BI Product Manager to serve as the 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 with Sales, Legal, Accounting, and Product. Familiarity with ERP and CPQ systems is important. The position builds relationships across internal Financial Systems teams and finance leadership, identifies operational pain points, and translates them into BI and AI opportunities. The manager authors product requirements and roadmaps, partnering with Technical Delivery Managers and engineering teams on technical solutions. The role also ensures commercial and financial processes are accurately represented in downstream data products.

Requirements

Be authorized to work for any employer in the United States; employer visa sponsorship or transfer is unavailable.
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, 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 build 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 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.

Nice To Haves

Conceptual familiarity with modern data stacks and business 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 methodologies applied to financial systems.

Responsibilities

Build relationships across internal Financial Systems teams—including 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 business needs behind financial data.
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.