Senior BI PM: AI-Powered Finance Ops

AgileEngine, LLC.; Miami (FL); Remote; USD 120,000 - 160,000; Full time

Benefits offered by this job

Growth without limits

Competitive compensation

Flexibility: 100% remote with flexible

Meaningful, modern projects

Collaborative culture

Well-being & support

Job summary

AgileEngine, LLC. is seeking a Senior BI Product Manager to own the finance data strategy across Quote-to-Cash and Order-to-Cash, turning operational friction into data-driven insights and AI opportunities.

You will collaborate with Sales, Legal, Accounting, and Product to shape requirements and data architecture, ensuring accurate representation of billing and revenue processes. The role requires deep experience in financial systems, ERP familiarity, and strong communication with

Qualifications

• 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 proactive outreach to map processes and drive alignment with finance and legal leaders.
• Proven ability to validate pricing, order, and contract data for troubleshooting, reporting, and building operational dashboards.
• Strong analytical, process mapping, and documentation skills, including 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.

Responsibilities

• 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, surfacing 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 who architect the solutions.
• Ensure complex commercial and financial processes (quoting, deal structuring, billing, and revenue recognition) are accurately captured in downstream data products.

Skills

Product Management

Financial Systems

ERP Knowledge

Contract Lifecycle

Revenue Recognition

Data Analytics

BI Platforms

Stakeholder Management

PRD Writing

Tools

Workday

NetSuite

SAP

Salesforce CPQ

Zuora

Conga

Icertis

DocuSign CLM

Ironclad

Job description

AgileEngine, LLC. is seeking a Senior BI Product Manager to own the finance data strategy across Quote-to-Cash and Order-to-Cash, turning operational friction into data-driven insights and AI opportunities.

You will collaborate with Sales, Legal, Accounting, and Product to shape requirements and data architecture, ensuring accurate representation of billing and revenue processes. The role requires deep experience in financial systems, ERP familiarity, and strong communication with