Senior BI Product Manager ID65844

AgileEngine; Boca Raton (FL); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Professional growth

Competitive compensation

Exciting projects

Flextime

Job summary

AgileEngine, LLC. is seeking a Senior BI Product Manager to lead data initiatives across Quote-to-Cash and Order-to-Cash, converting operational friction into analytics and AI opportunities.

You will collaborate with Sales, Legal, Accounting, and Product, with a strong emphasis on ERP/CPQ data integration. You will author PRDs and roadmaps, partner with engineering to architect solutions, and ensure downstream data products accurately reflect complex commercial and financial processes like

Qualifications

• 5+ years of Product Management experience in FinSys BI or Revenue Operations.
• Understanding of contract lifecycle, billing and revenue recognition (ASC 606).
• Strong communication with finance, legal, and product teams.
• Ability to validate pricing, orders, and contract data for dashboards.
• Define non-technical business requirements for technical teams.

Responsibilities

• Build relationships across FinSys teams to surface friction points.
• Link operational pain to BI, ML, and AI opportunities.
• Write PRDs and roadmaps with TDMs and engineers.
• Ensure quoting, deal structuring, billing, and revenue are captured downstream.

Skills

Product management

Analytical skills

Process mapping

Documentation

ERP/CPQ knowledge

BI/data analytics

Communication skills

Pricing validation

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

• You must be authorized to work for ANY employer in the US (e.g., Green card holders, TN visa holders, GC EAD, H4 EAD, U4U with EAD), as we are unable to sponsor or take over employment visa sponsorship at this time;
• 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.