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#118639 - 财务系统/收入运营产品经理

#118639 - Financial Systems / Revenue Operations Product Manager

职能支持限定地区(需当地身份)
公司Lifted, an Upwork Company™
薪资未公开
工作地点Texas City, TX, United States
地域资格限定地区(需当地身份)
时区要求无特别要求
用工类型Contract
发布时间21 天前
数据来源SmartRecruiters
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注意地域限制:该职位明确限定在 us 招聘。如果你是位于中国大陆的求职者,通常需要当地工作身份才能投递,或需与雇主确认是否接受独立合同(Contractor)形式合作。

我们正在寻找一位经验丰富的产品经理,支持财务系统、商业智能、订单到现金流程以及收入运营相关项目,在复杂的大型企业环境中工作。

该职位位于产品、财务、法律、收入运营和技术团队的交汇点。你将积极与这些组织合作,了解现有的财务和商业流程,识别数据和工作流中的缺口,记录需求,并帮助将业务需求转化为技术团队可执行的明确功能规范。

理想的候选人具备扎实的产品管理基础,同时对财务系统、合同和计费流程、运营报告以及连接CPQ/CLM和ERP平台到下游BI和分析环境的数据流有实际理解。

主要职责

* 负责并支持财务系统、订单到现金流程、收入运营及相关BI能力的产品管理项目。
* 积极与产品经理、财务、法律、收入运营和其他利益相关者合作,梳理现有流程,识别缺口,推动共识。
* 理解并记录涵盖合同、计费、授权及后续收入确认的端到端商业和财务流程。
* 验证定价、订单和合同数据,排查操作问题,支持准确报告。
* 定义用于操作仪表盘、报告和分析的需求,以提供对财务和商业流程的可见性。
* 创建流程图、工作流文档、业务需求和非技术功能规范,使工程和技术团队能够将其转化为解决方案。
* 与技术和数据团队合作,确保业务需求和财务系统逻辑在下游系统和BI平台中得到准确体现。
* 理解CPQ/CLM系统、ERP平台、计费/收入系统和分析环境之间的数据流动。
* 识别提升数据质量、操作效率、流程透明度和报告的机会。
* 与高级利益相关者清晰沟通,并主动推动必要的对话以解决模糊性并推进项目。

必备资格

* 在财务系统、财务系统BI、订单到现金、收入运营或相关SaaS/技术环境中有5年以上的产品管理经验。
* ...

查看英文原文

We are seeking an experienced Product Manager to support Financial Systems, Business Intelligence, Order-to-Cash, and Revenue Operations initiatives within a complex enterprise environment.
 
This role sits at the intersection of Product, Finance, Legal, Revenue Operations, and technical teams. You will work proactively across these organizations to understand existing financial and commercial processes, identify data and workflow gaps, document requirements, and help translate business needs into clear functional specifications that technical teams can execute.
 
The ideal candidate combines strong Product Management fundamentals with practical knowledge of financial systems, contract and billing processes, operational reporting, and the data flows connecting CPQ/CLM and ERP platforms to downstream BI and analytics environments.
 
Key Responsibilities
 
* Own and support Product Management initiatives across Financial Systems, Order-to-Cash, Revenue Operations, and related BI capabilities.
* Partner proactively with Product Managers, Finance, Legal, Revenue Operations, and other stakeholders to map existing processes, identify gaps, and drive alignment.
* Understand and document end-to-end commercial and financial workflows spanning contracts, billing, entitlements, and downstream revenue recognition.
* Validate pricing, order, and contract data to troubleshoot operational issues and support accurate reporting.
* Define requirements for operational dashboards, reporting, and analytics that provide visibility into financial and commercial processes.
* Create process maps, workflow documentation, business requirements, and non-technical functional specifications that engineering and technical teams can translate into solutions.
* Partner with technical and data teams to ensure business requirements and financial-system logic are accurately represented in downstream systems and BI platforms.
* Understand how data moves between CPQ/CLM systems, ERP platforms, billing/revenue systems, and analytics environments.
* Identify opportunities to improve data quality, operational efficiency, process transparency, and reporting.
* Communicate clearly with senior stakeholders and proactively drive conversations needed to resolve ambiguity and move initiatives forward.

Must-Have Qualifications
 
* 5+ years of Product Management experience within Financial Systems, Financial Systems BI, Order-to-Cash, Revenue Operations, or related SaaS/technology environments.
* Solid understanding of core accounting terminology and the contract lifecycle, including billing, entitlements, and downstream revenue recognition impacts such as ASC 606.
* Exceptional written and verbal communication skills, with the confidence and initiative to proactively engage busy Product, Finance, and Legal leaders to gather information, map processes, and drive alignment.
* Proven experience validating pricing, order, and contract data for troubleshooting, operational reporting, and dashboard development.
* Strong analytical, process-mapping, and documentation skills.
* Experience translating business needs into clear, non-technical functional specifications for engineering, data, or other technical teams.
* General understanding of ERP platforms such as Workday, NetSuite, or SAP.
* General understanding of CPQ/CLM platforms such as Salesforce CPQ, Zuora, Conga, Icertis, DocuSign CLM, or Ironclad.
* Understanding of how CPQ/CLM, ERP, billing, and related commercial-system data flows into BI and analytics platforms.
 
Nice-to-Have Qualifications
 
* Conceptual understanding of modern data stacks and how data platforms support Financial Systems and BI use cases.
* Familiarity with business applications of Generative AI, large language models (LLMs), or predictive machine-learning models within corporate finance or financial operations.
* Experience in a high-volume marketplace or enterprise sales environment involving complex deal structures.
* Experience with contract analytics, contractual obligation tracking, or related compliance/reporting capabilities.
* Experience applying Lean, Six Sigma, or similar process-improvement methodologies to Financial Systems, Revenue Operations, or related processes.

Ideal Candidate Profile
 
The strongest candidate is a Product Manager who can bridge Finance, Product, Legal, Revenue Operations, data, and engineering teams. You should be comfortable going beyond backlog management: proactively investigating how processes work today, validating the underlying data, identifying operational gaps, defining what the business needs, and helping technical teams translate those needs into scalable reporting, workflow, and BI solutions.
 
Deep engineering expertise is not required. The emphasis is on Product Management, financial and commercial process understanding, analytical thinking, stakeholder engagement, functional requirements, and the ability to connect business processes with the systems and data that support them.
 
Location: USA
Secondary Preferred Region: LATAM
Allocation: 100%
Contract End Date: March 31, 2027

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