Senior BI Product Manager ID65844

AgileEngine; Sorocaba; Hybrid; BRL 489,000 - 707,000; Full time

Benefits offered by this job

Professional growth

USD-based pay

Exciting projects

Flextime

Job summary

AgileEngine, LLC is seeking a Senior BI Product Manager to act as the SME across Quote-to-Cash and Order-to-Cash processes, connecting financial data to business decisions. You’ll transform operational friction into data, analytics, and AI/ML opportunities, collaborating with Sales, Legal, Accounting, and Product.

You will work with ERP/CPQ systems and define non-technical requirements for engineering teams, ensuring accurate downstream data representations of complex commercial processes.

Qualifications

• 5+ years of Product Management experience in Financial Systems, FinSys BI, Order-to-Cash, or Revenue Operations in SaaS/tech.
• Strong accounting terminology, contract lifecycle, billing, entitlement, and revenue recognition incl. ASC 606.
• Excellent communication and high energy; ability to map processes with finance/legal teams.
• Proven ability to validate pricing, order, and contract data for reporting and dashboards.
• Analytical, with process mapping and documentation skills for non-technical specs.
• Familiarity with ERPs (Workday/NetSuite/SAP) and CPQ/CLM tools and BI data flow.
• Upper-intermediate English level.

Responsibilities

• Build relationships across FinSys teams and finance leadership to surface friction points.
• Link operational pain points to BI, ML, and AI opportunities for data needs.
• Author PRDs, roadmaps, and non-technical business requirements with TDMs and engineers.
• Ensure quoting, deals, billing, and revenue recognition are reflected in downstream data products.

Skills

Product management

Accounting terms

Communication

Data validation

Process mapping

Documentation

ERP systems

CPQ/CLM tools

BI data flow

English proficiency

Tools

Workday

NetSuite

SAP

Salesforce CPQ

Zuora

Conga

Icertis

DocuSign CLM

Ironclad

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.

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

• 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.