Senior BI Product Manager ID65844

AgileEngine • Richmond, VA

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 translates operational friction into data, analytics, and AI/ML opportunities and works with Sales, Legal, Accounting, Product, internal financial systems teams, finance leadership, and technical delivery and engineering teams. Familiarity with ERP and CPQ systems is important.

The Senior BI Product Manager builds relationships across Orders, Invoicing, and Billing teams to identify operational pain points; connects those needs to BI, machine learning, and AI opportunities; and documents product direction and non-technical business requirements for technical teams to implement. The role also ensures that commercial and financial processes—including quoting, deal structuring, billing, and revenue recognition—are accurately represented in downstream data products.

The position requires US authorization to work for any employer; the company cannot sponsor or take over employment visa sponsorship. AgileEngine offers professional growth opportunities, USD-based compensation, budgets for education, fitness, and team activities, projects with major companies, and a flexible schedule with remote and office options.

Requirements

• At least 5 years of Product Management experience in Financial Systems, FinSys BI, Order-to-Cash, or Revenue Operations within SaaS or technology environments.
• Strong 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, finance leaders, 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, or SAP, and CPQ/CLM tools such as Salesforce CPQ, Zuora, Conga, Icertis, DocuSign CLM, or Ironclad, including how their data flows into BI platforms.
• Upper-intermediate English proficiency.
• Authorization to work for any employer in the United States; the employer 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, 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, uncovering the business 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, revenue recognition, and other complex commercial and financial processes are accurately represented in downstream data products.
• Validate pricing, order, and contract data for troubleshooting, reporting, and operational dashboards.
• Map processes and drive alignment with product managers, finance leaders, and legal leaders.

Benefits

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

What This Job Offers

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