Senior BI Product Manager ID65844

AgileEngine

Houston (TX)

Hybride

USD 130 000 - 190 000

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Avantages offerts par ce poste

Professional growth
Competitive compensation (USD-based)
Exciting projects
Flextime with remote and officeOptions

Résumé du poste

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.

Responsabilités

  • 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.

Connaissances

Product management
Communication
Analytical thinking
ERP systems knowledge
BI requirements gathering
Non-technical specs writing

Outils

Salesforce CPQ
Zuora
Conga
Icertis
DocuSign CLM
Ironclad
Workday
NetSuite
SAP

Description du poste

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.
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