About this role
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
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5+ years of Product Management experience within Financial Systems, FinSys BI, Order-to-Cash, or Revenue Operations in SaaS or tech environments.
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Solid grasp of core accounting terminology, the contract lifecycle, billing, entitlement, and downstream revenue recognition (including ASC 606 impacts).
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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.
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Proven ability to validate pricing, order, and contract data for troubleshooting, reporting, and building operational dashboards.
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Strong analytical, process mapping, and documentation skills, including experience defining non-technical functional specs for technical teams to execute.
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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.
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Upper-intermediate English level.
NICE TO HAVES
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Conceptual comfort with modern data stacks and the business applications of GenAI, LLMs, or predictive ML models within corporate finance.
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Prior experience in a high-volume marketplace or enterprise sales environment with complex deal structures.
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Background in contract analytics, obligation tracking, or process improvement methodologies (Lean, Six Sigma) applied to financial systems.
WHAT YOU WILL DO
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Build relationships across internal FinSys teams (Orders, Invoicing, Billing) and finance leadership to surface operational friction points.
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Connect operational pain points to BI, Machine Learning, and AI opportunities, uncovering the "what" and "why" behind financial data needs.
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Author clean PRDs, roadmaps, and non-technical business requirements, partnering closely with Technical Delivery Managers (TDMs) and engineering teams who architect the technical solutions.
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Ensure complex commercial and financial processes (quoting, deal structuring, billing, and revenue recognition) are accurately captured in downstream data products.
PERKS AND BENEFITS
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Professional growth: Mentorship, TechTalks, and personalized growth roadmaps.
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Competitive compensation: USD-based pay with education, fitness, and team activity budgets.
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Exciting projects: Modern solutions with Fortune 500 and top product companies.
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Flextime: Flexible schedule with remote and office options.