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The Senior BI Product Manager will act as a subject-matter expert for Quote-to-Cash and Order-to-Cash processes, bridging the gap between financial data and business decision-making. They will collaborate with cross-functional teams to identify operational friction points and translate them into actionable BI, AI, and machine learning solutions.
Requirements
Candidates must have 5+ years of product management experience in financial systems or revenue operations and a solid understanding of accounting principles and ERP/CPQ tools. Strong analytical, communication, and process mapping skills are required, along with authorization to work in the US without sponsorship.
Full job description
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
We turn ideas into software that people love. Solutions that drive
business growth. Dedicated engineering & design teams
Industry
Software Development
Company size
1,001-5,000 employees
Founded
2010
Headquarters
Boca Raton, Florida
LinkedIn followers
61,043
AgileEngine is a digital consultancy offering top-1% tech talent across 15+ countries. We’ve helped 300+ clients in 17+ industries — from VC-backed startups to Fortune 500 brands — build software that solves real-world problems and drives measurable impact. Our clients achieve up to 3x higher ROI and 3x faster time-to-hire, with some partnerships spanning 10+ years.
Work with AgileEngine your way. Our flexible engagement models include staff augmentation and end-to-end product delivery, depending on your needs — ensuring faster scaling, seamless collaboration, and AI-enhanced productivity.
What we offer:
• Custom software development – scalable web, mobile, and backend solutions.
• AI & data solutions – GenAI, ML, and analytics for faster, smarter decisions.
• Design solutions – UX/UI consultancy and product design that wows users.
• Quality solutions – QA automation and testing for flawless delivery.
Our impact speaks for itself. AgileEngine has been listed on the Inc. 5000 for nine consecutive years, named among the Top 100 Software Development Companies of 2025 by Techreviewer, and recognized by Clutch as a Top Machine Learning Company.
Ready to build something exceptional? Schedule a free discovery call with our team!
Offices: Boca Raton, Florida, US · Greater São Paulo, BR · Ciudad de México, 00-16, MX · Kyiv, 01000, UA · Kharkiv, 61000, UA
How many Finance & Accounting jobs are open in Miami, FL right now?
There are currently 1,254 open finance & accounting positions in Miami, FL listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Miami, FL?
Companies currently hiring include Royal Caribbean Group, University of Miami Health System, JPMorganChase, Jackson Memorial Hospital, Kaufman Rossin, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Miami, FL?
Yes — 423 of the 1254 open finance & accounting positions offer remote or hybrid work (158 remote, 265 hybrid).
How do I apply for Finance & Accounting jobs in Miami, FL?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.