Senior BI Product Manager for Finance Data & AI (Remote)

AgileEngine, LLC.; Houston (TX); Hybrid; USD 130,000 - 190,000; Full time

Benefits offered by this job

Professional growth

Competitive compensation (USD-based)

Exciting projects

Flextime with remote and officeOptions

Job summary

AgileEngine, LLC is seeking a Senior BI Product Manager to drive data-driven decisions across Quote-to-Cash and Order-to-Cash. You will translate operational friction into analytics and AI opportunities, collaborating with Sales, Legal, Accounting, and Product.

Experience with ERP and CPQ systems and data flows into BI platforms is essential. The role requires strong communication, 5+ years in product management, and a business-focused mindset.

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 (ASC 606).
• Exceptional communication skills and high energy, with proactive outreach to map processes and drive alignment with finance/legal.
• Proven ability to validate pricing, order, and contract data for troubleshooting, reporting, and dashboards.
• Strong analytical, process mapping, and documentation skills for non-technical specs for technical teams.
• General understanding of ERPs (Workday, NetSuite, SAP) and CPQ/CLM tools (Salesforce CPQ, Zuora, Conga, Icertis, DocuSign CLM, Ironclad) and BI data flows.
• Upper-intermediate English level.

Responsibilities

• Build relationships across internal FinSys teams and finance leadership to surface friction points.
• Connect operational pain points to BI, ML, and AI opportunities, revealing what and why behind data needs.
• Author clean PRDs, roadmaps, and non-technical business requirements with TDMs and engineering.
• Ensure complex commercial processes are accurately captured in downstream data products.

Skills

Product management

Communication

Analytical thinking

ERP systems knowledge

BI requirements gathering

Non-technical specs writing

Tools

Salesforce CPQ

Zuora

Conga

Icertis

DocuSign CLM

Ironclad

Workday

NetSuite

SAP

Job description

AgileEngine, LLC is seeking a Senior BI Product Manager to drive data-driven decisions across Quote-to-Cash and Order-to-Cash. You will translate operational friction into analytics and AI opportunities, collaborating with Sales, Legal, Accounting, and Product.

Experience with ERP and CPQ systems and data flows into BI platforms is essential. The role requires strong communication, 5+ years in product management, and a business-focused mindset.