Senior BI Product Manager ID65844

AgileEngine•Tampa, FL

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 with Sales, Legal, Accounting, Product, internal financial systems teams, and finance leadership. Familiarity with ERP and CPQ systems is important. The successful candidate will build relationships across Orders, Invoicing, and Billing teams, identify operational pain points, and connect them to BI, machine learning, and AI opportunities. They will document product requirements and roadmaps, partnering with Technical Delivery Managers and engineering teams responsible for technical architecture. They will also ensure commercial and financial processes—including quoting, deal structuring, billing, and revenue recognition—are accurately represented in downstream data products. AgileEngine describes itself as an Inc. 5000 company creating software for Fortune 500 brands and startups across more than 17 industries. The company highlights a people-first culture and offers professional growth opportunities, USD-based compensation, budgets for education, fitness, and team activities, and a flexible schedule with remote and office options.

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, the 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, finance leaders, and legal leaders to map processes and drive alignment.
Ability to validate pricing, order, and contract data for troubleshooting, reporting, and operational dashboard development.
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 business applications of GenAI, LLMs, or predictive machine-learning 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 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 identify operational friction points.
Connect operational pain points to BI, machine learning, and AI opportunities, identifying the underlying needs behind financial data requests.
Create PRDs, roadmaps, and non-technical business requirements in partnership with Technical Delivery Managers and engineering teams.
Ensure commercial and financial processes—including quoting, deal structuring, billing, and revenue recognition—are accurately captured in downstream data products.
Validate pricing, order, and contract data for troubleshooting, reporting, and operational dashboards.