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AgileEngine is seeking a Senior BI Product Manager to serve as the subject matter expert across Quote-to-Cash and Order-to-Cash processes, connecting financial data to business decisions. You will bridge operational friction to BI, ML, and AI opportunities, collaborating with Sales, Legal, Accounting, and Product, with a focus on ERP and CPQ data flow.
You will partner with FinSys teams to map processes, write PRDs and roadmaps, and ensure accurate downstream data representation of billing and
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.
If you're looking for a place to grow, make an impact, and work with people who care, we'd love to meet you!
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.
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.