118639 Financial Systems Revenue Operations Product Manager

Lifted, an Upwork Company™; Texas City (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Lifted, an Upwork Company, is seeking an experienced Product Manager to drive Financial Systems, BI, and Revenue Operations within a complex enterprise. You will partner with Finance, Legal, and engineering to translate business needs into clear, actionable specifications.

You will map end-to-end workflows across CPQ/CLM, ERP, and downstream analytics, validate data quality, and deliver dashboards and reporting that enable accurate financial visibility and informed decision-making.

Qualifications

• 5+ years of Product Management in Financial Systems or related SaaS environments.
• Understanding of contract lifecycle and ASC 606.
• Excellent written and verbal communication with leadership to map processes and drive alignment.
• Experience validating pricing, orders, and contracts for reporting and dashboards.
• Ability to translate business needs into non-technical functional specifications for engineering and data teams.
• Familiarity with ERP platforms like Workday, NetSuite, or SAP.
• Familiarity with CPQ/CLM tools such as Salesforce CPQ, Zuora, Conga, Icertis, DocuSign CLM, or Ironclad.
• Understanding data flows from CPQ/CLM, ERP, billing, to BI/analytics.

Responsibilities

• Own and support Product Management across Financial Systems, Order-to-Cash, Revenue Operations, and BI capabilities.
• Partner with stakeholders to map processes, identify gaps, and drive alignment.
• Document end-to-end workflows spanning contracts, billing, entitlements, and revenue recognition.
• Validate data to support accurate reporting and troubleshooting.
• Define requirements for dashboards, reporting, and analytics for visibility into financial processes.
• Create process maps and non-technical specs for engineering translation.
• Coordinate with data teams to ensure business logic is reflected in downstream systems.
• Understand data moves between CPQ/CLM, ERP, billing, and analytics systems.
• Identify opportunities to improve data quality, efficiency, and transparency.
• Communicate with senior stakeholders to resolve ambiguity and move initiatives forward.

Skills

Product Management

Financial systems

Stakeholder communication

Process mapping

Dashboard reporting

ERP familiarity

Tools

Workday

NetSuite

SAP

Salesforce CPQ

Conga

Icertis

DocuSign CLM

Ironclad

Job description

Job Description

We are seeking an experienced Product Manager to support Financial Systems, Business Intelligence, Order-to-Cash, and Revenue Operations initiatives within a complex enterprise environment.

This role sits at the intersection of Product, Finance, Legal, Revenue Operations, and technical teams. You will work proactively across these organizations to understand existing financial and commercial processes, identify data and workflow gaps, document requirements, and help translate business needs into clear functional specifications that technical teams can execute.

The ideal candidate combines strong Product Management fundamentals with practical knowledge of financial systems, contract and billing processes, operational reporting, and the data flows connecting CPQ/CLM and ERP platforms to downstream BI and analytics environments.

Key Responsibilities

• Own and support Product Management initiatives across Financial Systems, Order-to-Cash, Revenue Operations, and related BI capabilities.

• Partner proactively with Product Managers, Finance, Legal, Revenue Operations, and other stakeholders to map existing processes, identify gaps, and drive alignment.

• Understand and document end-to-end commercial and financial workflows spanning contracts, billing, entitlements, and downstream revenue recognition.

• Validate pricing, order, and contract data to troubleshoot operational issues and support accurate reporting.

• Define requirements for operational dashboards, reporting, and analytics that provide visibility into financial and commercial processes.

• Create process maps, workflow documentation, business requirements, and non-technical functional specifications that engineering and technical teams can translate into solutions.

• Partner with technical and data teams to ensure business requirements and financial-system logic are accurately represented in downstream systems and BI platforms.

• Understand how data moves between CPQ/CLM systems, ERP platforms, billing/revenue systems, and analytics environments.

• Identify opportunities to improve data quality, operational efficiency, process transparency, and reporting.

• Communicate clearly with senior stakeholders and proactively drive conversations needed to resolve ambiguity and move initiatives forward.

Qualifications:
Qualifications

Must-Have Qualifications

• 5+ years of Product Management experience within Financial Systems, Financial Systems BI, Order-to-Cash, Revenue Operations, or related SaaS/technology environments.

• Solid understanding of core accounting terminology and the contract lifecycle, including billing, entitlements, and downstream revenue recognition impacts such as ASC 606.

• Exceptional written and verbal communication skills, with the confidence and initiative to proactively engage busy Product, Finance, and Legal leaders to gather information, map processes, and drive alignment.

• Proven experience validating pricing, order, and contract data for troubleshooting, operational reporting, and dashboard development.

• Strong analytical, process-mapping, and documentation skills.

• Experience translating business needs into clear, non-technical functional specifications for engineering, data, or other technical teams.

• General understanding of ERP platforms such as Workday, NetSuite, or SAP.

• General understanding of CPQ/CLM platforms such as Salesforce CPQ, Zuora, Conga, Icertis, DocuSign CLM, or Ironclad.

• Understanding of how CPQ/CLM, ERP, billing, and related commercial-system data flows into BI and analytics platforms.

Nice-to-Have Qualifications

• Conceptual understanding of modern data stacks and how data platforms support Financial Systems and BI use cases.

• Familiarity with business applications of Generative AI, large language models (LLMs), or predictive machine-learning models within corporate finance or financial operations.

• Experience in a high-volume marketplace or enterprise sales environment involving complex deal structures.

• Experience with contract analytics, contractual obligation tracking, or related compliance/reporting capabilities.

• Experience applying Lean, Six Sigma, or similar process-improvement methodologies to Financial Systems, Revenue Operations, or related processes.

Additional Information

Ideal Candidate Profile

The strongest candidate is a Product Manager who can bridge Finance, Product, Legal, Revenue Operations, data, and engineering teams. You should be comfortable going beyond backlog management: proactively investigating how processes work today, validating the underlying data, identifying operational gaps, defining what the business needs, and helping technical teams translate those needs into scalable reporting, workflow, and BI solutions.

Deep engineering expertise is not required. The emphasis is on Product Management, financial and commercial process understanding, analytical thinking, stakeholder engagement, functional requirements, and the ability to connect business processes with the systems and data that support them.

Location: USA

Secondary Preferred Region: LATAM

Allocation: 100%

Contract End Date: March 31, 2027