The Role
Owns BI product strategy for Quote-to-Cash and Order-to-Cash processes. Partners with finance, sales, legal, product, FinSys, and engineering teams to identify operational issues and translate them into BI, AI, and machine learning opportunities. Creates PRDs, roadmaps, process documentation, and functional requirements while ensuring quoting, contracting, billing, and revenue recognition data flows accurately into downstream data products.
Summary Generated by Built In
AgileEngine is an Inc. 5000 company that creates award-winning software for Fortune 500 brands and trailblazing startups across 17+ industries. We rank among the leaders in areas like application development and AI/ML, and our people-first culture has earned us multiple Best Place to Work awards.
WHY JOIN US
If you're looking for a place to grow, make an impact, and work with people who care, we'd love to meet you!
ABOUT THE ROLE
We are looking for a Senior BI Product Manager to act as the subject-matter expert across Quote-to-Cash and Order-to-Cash processes, connecting financial data to real business decisions. This person turns operational friction into data, analytics, and AI/ML opportunities, working with Sales, Legal, Accounting, and Product. Comfort with ERP and CPQ systems matters.
MUST HAVES
- You must be authorized to work for ANY employer in the US (e.g., Green card holders, TN visa holders, GC EAD, H4 EAD, U4U with EAD), as we are unable to sponsor or take over employment visa sponsorship at this time;
- 5+ years of Product Management experience within Financial Systems, FinSys BI, Order-to-Cash, or Revenue Operations in SaaS or tech environments.
- Solid grasp of core accounting terminology, the contract lifecycle, billing, entitlement, and downstream revenue recognition (including ASC 606 impacts).
- Exceptional communication skills and high energy, with genuine comfort proactively reaching out to busy product managers, finance, and legal leaders to map processes and drive alignment.
- Proven ability to validate pricing, order, and contract data for troubleshooting, reporting, and building operational dashboards.
- Strong analytical, process mapping, and documentation skills, including experience defining non-technical functional specs for technical teams to execute.
- General understanding of ERPs (Workday, NetSuite, SAP) and CPQ/CLM tools (Salesforce CPQ, Zuora, Conga, Icertis, DocuSign CLM, Ironclad) and how their data flows into BI platforms.
- Upper-intermediate English level.
NICE TO HAVES
- Conceptual comfort with modern data stacks and the business applications of GenAI, LLMs, or predictive ML models within 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 (Lean, Six Sigma) applied to financial systems.
WHAT YOU WILL DO
- Build relationships across internal FinSys teams (Orders, Invoicing, Billing) and finance leadership to surface operational friction points.
- Connect operational pain points to BI, Machine Learning, and AI opportunities, uncovering the "what" and "why" behind financial data needs.
- Author clean PRDs, roadmaps, and non-technical business requirements, partnering closely with Technical Delivery Managers (TDMs) and engineering teams who architect the technical solutions.
- Ensure complex commercial and financial processes (quoting, deal structuring, billing, and revenue recognition) are accurately captured in downstream data products.
PERKS AND BENEFITS
- Professional growth: Mentorship, TechTalks, and personalized growth roadmaps.
- Competitive compensation: USD-based pay with education, fitness, and team activity budgets.
- Exciting projects: Modern solutions with Fortune 500 and top product companies.
- Flextime: Flexible schedule with remote and office options.
Skills Required
- Authorized to work for any employer in the United States without employer visa sponsorship
- 5+ years of Product Management experience in Financial Systems, FinSys BI, Order-to-Cash, or Revenue Operations within SaaS or technology environments
- Knowledge of accounting terminology, contract lifecycle, billing, entitlement, revenue recognition, and ASC 606 impacts
- Exceptional communication skills and ability to align product, finance, legal, and other stakeholders
- Experience validating pricing, order, and contract data for troubleshooting, reporting, and operational dashboards
- Strong analytical, process mapping, documentation, and functional specification skills
- General understanding of ERP systems including Workday, NetSuite, or SAP
- General understanding of CPQ and CLM tools, including Salesforce CPQ, Zuora, Conga, Icertis, DocuSign CLM, or Ironclad
- Upper-intermediate English proficiency
- Comfort with modern data stacks and applications of GenAI, LLMs, or predictive ML in corporate finance
- Experience in a high-volume marketplace or enterprise sales environment with complex deal structures
- Background in contract analytics, obligation tracking, Lean, Six Sigma, or financial-systems process improvement
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The Company
What We Do
AgileEngine is a privately held company established in 2010 that builds dedicated teams of designers and developers. We turn good ideas into awesome software that people actually want to use. Some of the biggest names and the hottest startups around the world chose us to build their tech.
