Senior BI Product Manager ID65844

AgileEngine • Houston, TX

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, and internal financial systems teams. Familiarity with ERP and CPQ systems is important.

The Product Manager will build relationships across internal financial systems teams and finance leadership, uncover the needs behind financial data, and author product requirements and roadmaps. They will partner with Technical Delivery Managers and engineering teams, who architect the technical solutions, and help ensure complex commercial and financial processes are accurately represented in downstream data products.

Requirements

• 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, 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.
• Proven 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 applications of GenAI, LLMs, or predictive ML models in corporate finance.
• Prior 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 FinSys teams, including Orders, Invoicing, and Billing, and with finance leadership to surface operational friction points.
• Connect operational pain points to BI, Machine Learning, and AI opportunities, identifying the underlying needs behind financial data requests.
• Author 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.
• Map processes and drive alignment with product managers and finance and legal leaders.

Benefits

• Mentorship, TechTalks, and personalized growth roadmaps.
• USD-based competitive compensation, with education, fitness, and team activity budgets.
• Projects involving modern solutions for Fortune 500 and top 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