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AI Summary

The BI Product Manager will identify operational friction points across the revenue lifecycle and translate them into high-impact data products and automated BI solutions. They will act as a subject-matter expert, bridging the gap between finance, legal, sales, and technical engineering teams.

📌 Position: BI Product Manager - Financial Market
Location: Remote from LATAM
Contract Type: Full-time vendor (Direct contract with Inallmedia.com)
Time Zone Alignment: CST ±2 hours

🧭 About Inallmedia.com

Inallmedia.com is a global technology and design firm focused on building impactful digital solutions through remote, distributed teams across LATAM. We partner with international clients across industries, providing long-term technical expertise, product innovation, and team augmentation.

🚀 Project Overview

This role embeds within a core Financial Data and Business Intelligence product team, serving as the subject-matter expert across Quote-to-Cash (Q2C) and Order-to-Cash (O2C) domains for an enterprise platform.
Acting with a proactive "hunter" mindset at the intersection of Sales, Legal, Accounting, and Product, you will identify operational friction points across the revenue lifecycle and convert them into high-impact data products, automated BI dashboards, and enterprise AI/ML analytics solutions. You will play a pivotal role in shaping financial data strategy to optimize downstream decision-making.

🔍 Key Responsibilities

  • Stakeholder Outreach & Gap Mapping: Actively build relationships across internal Financial Systems (FinSys) teams—including Orders, Invoicing, Billing, Legal, and Finance leadership—to identify process gaps and map operational friction points.
  • Data Product Strategy & Discovery: Connect operational pain points directly to Business Intelligence (BI), Machine Learning (ML), and Generative AI opportunities, articulating the business rationale behind financial data needs.
  • Requirements & Specifications Authoring: Author clear Product Requirement Documents (PRDs), functional specifications, and strategic roadmaps, translating complex business needs into non-technical requirements for Technical Delivery Managers (TDMs) and data engineering teams.
  • Cross-Domain Process Alignment: Ensure complex Quote-to-Cash (Q2C) and Order-to-Cash (O2C) processes—including quoting, deal structuring, billing, entitlement, and revenue recognition—are accurately modeled within downstream data and analytics products.
  • Data Validation & Reporting: Validate pricing, order, and contract data to build operational dashboards, troubleshoot data discrepancies, and support core enterprise business reporting.

💡 Must-Have Skills

  • 5+ Years of FinSys PM Experience: Solid background in Product Management within Financial Systems (FinSys BI), Order-to-Cash (O2C), Quote-to-Cash (Q2C), or Revenue Operations in SaaS/Tech environments.
  • Financial & Accounting Expertise: Deep understanding of core accounting concepts, billing systems, entitlements, contract lifecycles, and downstream revenue recognition rules (specifically ASC 606 impacts).
  • System Data Flows: Strong understanding of how enterprise data flows from ERP platforms (Workday, NetSuite, SAP) and CPQ/CLM tools (Salesforce CPQ, Zuora, Conga, Icertis, DocuSign CLM, Ironclad) into centralized BI platforms.
  • Analytical & Functional Design Skills: Proven track record in data validation, process mapping, user storytelling, and writing clear functional requirements (PRDs).
  • Cross-Functional Communication: High-energy, proactive approach to engaging busy finance, legal, product, and sales stakeholders to align on process maps and data requirements.
  • Agile & Remote Experience: Demonstrated experience working effectively in Agile teams and remote, distributed environments.
  • Fluent English: Native or professional bilingual fluency for all daily written and spoken communication.

🌟 Nice-to-Have Skills

  • Modern Data & AI Literacy: Conceptual understanding of modern data stack architecture and practical business applications of GenAI, LLMs, or predictive ML models within corporate finance.
  • High-Volume SaaS/Marketplace Experience: Previous experience working within high-volume marketplaces or enterprise sales operations handling complex deal structures.
  • Contract Analytics & Process Optimization: Experience in contract analytics, obligation tracking, or process improvement frameworks (Lean, Six Sigma) applied to financial platforms.

🌐 Time Zone & Collaboration

The role requires close collaboration with global teams aligned to CST (CST ±2 hours). Flexibility to overlap standard business hours with US time zones is expected. All contract management and operations will be handled directly by Inallmedia.com.

💬 Language

All interviews, technical documentation, stakeholder meetings, and daily team communications will be conducted in English.

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