Senior BI Product Manager ID65844

AgileEngine

$110K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of Product Management experience in Financial Systems, FinSys BI, or Revenue Operations within SaaS or tech environments.
  • Solid understanding of core accounting terminology and the contract lifecycle, particularly related to ASC 606.
  • Exceptional communication skills with a proactive approach to engaging with product managers and finance leaders.
  • Proven experience validating data related to pricing, orders, and contracts for troubleshooting and reporting purposes.
  • Strong analytical and process mapping skills with abilities to define non-technical specs for technical teams.
  • General understanding of ERP systems like Workday and SAP, and CPQ tools, with knowledge of data flow into BI platforms.
  • Upper-intermediate level of English.

Responsibilities

  • Build relationships with internal finance systems teams and finance leadership to identify operational friction points.
  • Connect operational pain points to opportunities in BI, Machine Learning, and AI, explaining the financial data needs.
  • Author clear PRDs, roadmaps, and business requirements collaboratively with Technical Delivery Managers and engineering teams.
  • Ensure the accurate capture of complex financial processes in downstream data products.
  • Surface operational insights and improvement opportunities leveraging analytical and data-driven approaches.

Benefits

  • Growth opportunities through mentorship and an annual learning budget.
  • Flexible remote work options with adaptable hours for better work-life balance.
  • Engagement in meaningful projects using modern technologies in a collaborative environment.
  • A supportive workplace culture that fosters recognition and values contributions.
  • Access to well-being programs tailored to individual locations.
Full Job Description
Job Description
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.

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.

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.

PERKS AND BENEFITS

- Growth without limits: build your skills through mentorship, internal TechTalks, challenging projects, and a dedicated annual learning budget

- Competitive compensation: get recognition that reflects your skills and impact, with regular performance and compensation reviews

- Flexibility: work 100% remotely with flexible hours that support focus, autonomy, and a healthy work rhythm

- Meaningful, modern projects: build impactful products using modern technologies alongside global teams and leading brands

- Collaborative culture: join a supportive environment with zero micromanagement where ideas are welcomed and contributions are recognized

- Well-being & support: access local well-being programs and people-focused support tailored to your location

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