Revenue Systems Product Manager - Finance & BI

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

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.