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Job summary
AgileEngine is seeking a Senior BI Product Manager to lead cross-functional work on Quote-to-Cash and Order-to-Cash, turning financial data into actionable insights. You will collaborate with Sales, Legal, Accounting, and Product to surface friction and drive AI/ML opportunities, with ERP/CPQ systems in scope.
Role requires 5+ years in financial systems product management, strong data and communication skills, and ability to define PRDs/roadmaps for tech delivery teams in a SaaS environment.
Qualifications
- 5+ years of Product Management experience within Financial Systems, FinSys BI, Order-to-Cash, or Revenue Operations.
- Strong knowledge of ERP and CPQ systems and related data flows.
- Excellent cross-functional communication with finance, legal, and product teams.
- Ability to translate business needs into non-technical PRDs and roadmaps.
- Familiarity with ASC 606 impacts.
Responsibilities
- Build relationships across internal FinSys teams (Orders, Invoicing, Billing) and finance leadership to surface operational friction points.
- Connect operational pain points to BI, ML, and AI opportunities, uncovering the what and why behind financial data needs.
- Author clean PRDs, roadmaps, and non-technical business requirements, partnering with Technical Delivery Managers and engineering teams.
- Ensure complex commercial and financial processes (quoting, deal structuring, billing, and revenue recognition) are accurately captured in downstream data products.
Skills
Tools
Job description
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.
- 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.
- 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.
- 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.
- Growth without limits : build your skills through mentorship, internal TechTalks, challenging projects, and a dedicated annual learning budget
- Competitive compensation : get recognition that reflects your skills and impact, with regular performance and compensation reviews
- Flexibility : work 100% remotely with flexible hours that support focus, autonomy, and a healthy work rhythm
- Meaningful, modern projects : build impactful products using modern technologies alongside global teams and leading brands
- Collaborative culture : join a supportive environment with zero micromanagement where ideas are welcomed and contributions are recognized
- Well-being & support : access local well-being programs and people-focused support tailored to your location
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.
- 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.
- 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.
- 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.
- Growth without limits : build your skills through mentorship, internal TechTalks, challenging projects, and a dedicated annual learning budget
- Competitive compensation : get recognition that reflects your skills and impact, with regular performance and compensation reviews
- Flexibility : work 100% remotely with flexible hours that support focus, autonomy, and a healthy work rhythm
- Meaningful, modern projects : build impactful products using modern technologies alongside global teams and leading brands
- Collaborative culture : join a supportive environment with zero micromanagement where ideas are welcomed and contributions are recognized
- Well-being & support : access local well-being programs and people-focused support tailored to your location
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.
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