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Owns BI product strategy for Quote-to-Cash and Order-to-Cash processes. The role translates financial and operational pain points into BI, AI, and machine learning opportunities; develops PRDs, roadmaps, and business requirements; validates commercial data; and partners with finance, legal, product, delivery, and engineering teams to build accurate downstream data products.
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.
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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Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
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- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
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- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
