Senior BI Product Manager — Revenue Ops & AI (Remote)

AgileEngine, LLC.; Tampa (FL); Hybrid; USD 120,000 - 180,000; 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 own the data strategy for Quote-to-Cash and Order-to-Cash, turning finance processes into actionable data and AI opportunities. You will collaborate with Sales, Legal, Accounting, and Product to map workflows and align stakeholders.

Ideal candidates combine financial systems knowledge with strong communication and a track record in SaaS or tech environments, including ERP/CPQ exposure and data-driven decision making.

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 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.

Skills

Product management

Communication skills

Analytics

Process mapping

Documentation

Non-technical specs

English (upper-intermediate)

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 data strategy for Quote-to-Cash and Order-to-Cash, turning finance processes into actionable data and AI opportunities. You will collaborate with Sales, Legal, Accounting, and Product to map workflows and align stakeholders.

Ideal candidates combine financial systems knowledge with strong communication and a track record in SaaS or tech environments, including ERP/CPQ exposure and data-driven decision making.