Senior BI Product Manager ID65844

AgileEngine•Orlando, 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 identifies operational friction and translates it into data, analytics, and AI/ML opportunities, working with Sales, Legal, Accounting, Product, internal financial systems teams, and finance leadership. Familiarity with ERP and CPQ systems is important. The position involves documenting business needs and commercial and financial processes for downstream data products. The product manager will create PRDs, roadmaps, and non-technical requirements, partnering with Technical Delivery Managers and engineering teams responsible for technical solutions.

Requirements

At least 5 years of Product Management experience in Financial Systems, FinSys BI, Order-to-Cash, or Revenue Operations in SaaS or technology environments.
Solid understanding of accounting terminology, contract lifecycles, billing, entitlement, and downstream revenue recognition, including ASC 606 impacts.
Exceptional communication skills, high energy, and comfort proactively engaging product managers and finance 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 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.
Authorization to work for any employer in the United States; the company 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.
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.
Connect operational pain points to BI, machine learning, and AI opportunities, determining the business needs behind financial data requests.
Write 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 represented in downstream data products.