The Client Intelligence & AI Product Manager runs the firm’s two highest-visibility growth intelligence products: OpportunityIQ and the Client Intelligence Dashboard. This person translates strategy into client intelligence solutions – driving day-to-day execution, stakeholder alignment, and adoption across platforms. This is a product ownership and program delivery role; the right candidate pairs strong product instincts with crisp communication and disciplined follow-through (decision logs, clear owners/next steps, and closed loops) to keep a complex, multi-team program on track.

OpportunityIQ - Product Owner

AI-powered cross-sell intelligence, Board-funded, July 1 delivery milestone

• Own product direction sprint-to-sprint; define success from the partner perspective and set adoption criteria tied to business value

• Run program cadence and cross-team coordination; track decisions, risks, and dependencies; drive structured follow-through across leadership, business lines, and the technical team

• Publish concise readouts after key meetings and milestones (decisions, open items, owners, next steps) so progress is visible without constant escalation

• Manage the partner feedback loop; make release go/no-go recommendations; co-lead adoption with the EisnerAI team so OIQ becomes part of how partners drive growth

• Own SME intake: identify the right contributors, translate input with the AI team, and provide concise recommendations to senior leaders for timely decisions

• Ensure OIQ and the Client Intelligence Dashboard deliver a coherent experience – not two competing tools

Client Intelligence Dashboard – Product Owner

Stewardship health scoring in Power BI, phases 1–2 approved

• Own how the Dashboard serves practice leaders and Growth Mentors; ensure the scoring model is sound and outputs are actionable

• Manage phases 1-3 with CX analysts; own scope, timeline, and stakeholder communications

• Drive Qualtrics-to-Fabric integration and define how CX intelligence feeds the firm’s operational ecosystem

• Mentor CX analysts – provide experienced business intelligence leadership for their development

CX AI Agent Development & Deployment

Owning the lifecycle of AI agents that extend CX intelligence to employees firmwide

• Lead development and deployment of CX AI agents (e.g., ICS Coach, Client Growth Advisor, SCOUT), ensuring alignment to CX programs and measurable adoption

• Define requirements, success metrics, and partner-facing behaviors; translate CX domain expertise into agent guidance employees trust and use

• Track agent usage, partner feedback, and outcome data; report on adoption and ROI as part of the broader CX value story

CX Intelligence Strategy, Stakeholder & Program Communication

• Own the strategy for how CX’s intelligence products connect to the firm’s growth ecosystem and serve

• 5-8 years in product management, client or customer data/analytics leadership, or growth intelligence – with a track record of driving adoption with senior professionals

• Experience in professional services, financial services, or B2B SaaS

• Comfortable owning a product, interacting with and presenting to senior leadership

• Understands data architecture, scoring models, and API integrations – without being an engineer

• Strong communicator with disciplined follow-through: translates between technical and business teams, writes crisp leadership updates, and closes the loop without being asked

• Experience with AI product development from the business side – including AI agents, conversational AI, or Copilot/Claude-style tools – focused on shaping behavior and driving adoption with non-technical users

• Familiarity with CRM systems (NetSuite, Salesforce), Power BI or similar analytics platforms, and cloud data platforms (Azure Fabric, Snowflake)

• Prior experience at a Big Four firm, mid-market accounting firm, or PE-backed professional services platform

• Experience with client health scoring, NPS programs, or cross-sell intelligence

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