Senior BI Product Manager — Remote, AI-Driven Finance Data

AgileEngine; Chicago (IL); On-site; USD 150,000 - 190,000; Full time

Benefits offered by this job

Mentorship program

TechTalks

Challenging projects

Learning budget

Remote work

Competitive pay

Well-being programs

Job summary

AgileEngine is seeking a Senior BI Product Manager to own the Quote-to-Cash and Order-to-Cash data strategy, translating operational friction into data-driven decisions. You will collaborate with Sales, Legal, Accounting, and Product while ensuring ERP and CPQ data flows into BI platforms.

You will turn business requirements into PRDs and roadmaps, guiding engineering teams to build downstream data products and AI-enabled insights that drive revenue performance.

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 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.

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, uncovering 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.
• 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

BI Analytics

Communication

ERP knowledge

CPQ/CLM familiarity

English (upper-intermediate)

Tools

Salesforce CPQ

Zuora

Conga

Icertis

DocuSign CLM

Ironclad

Workday

NetSuite

SAP

Job description

AgileEngine is seeking a Senior BI Product Manager to own the Quote-to-Cash and Order-to-Cash data strategy, translating operational friction into data-driven decisions. You will collaborate with Sales, Legal, Accounting, and Product while ensuring ERP and CPQ data flows into BI platforms.

You will turn business requirements into PRDs and roadmaps, guiding engineering teams to build downstream data products and AI-enabled insights that drive revenue performance.