The Principal Business Technology (BT) Product Manager for Quote-to-Cash (Q2C) leads the strategy, delivery, and system health of Workiva’s revenue-lifecycle architecture. In this role, you will partner directly with Sales, Finance, Legal, and Business Technology (BT) engineering teams to design automated, auditable, and scalable systems that convert commercial agreements into recognized revenue. By blending enterprise platform expertise (CPQ, Billing, ERP) with emerging AI and automation tooling, you will identify operational bottlenecks, develop functional prototypes, and guide business systems analysts to execute solutions that optimize cash flow and process velocity.
What You’ll Do
- System Strategy & Architecture Alignment: Evaluate Quote-to-Cash friction points across billing, invoicing, and contract operations to determine the most effective delivery mechanism—whether through native ERP/CPQ configurations, data-layer reporting, or applied AI/automation tooling
- Rapid Prototyping & Technical Validation: Develop functional proofs-of-concept using low-code/no-code platforms, API integrations, and generative AI agents to test hypotheses and de-risk workflows before committing engineering resources
- Cross-Functional Partnership: Act as a strategic advisor to Finance, Sales Operations, and Legal stakeholders, translating operational bottlenecks and compliance policies (including SOX controls) into clear product roadmaps
- Team Direction & Capability Uplift: Coach and direct Business Systems Analysts (BSAs), fostering standard methodologies in requirements definition, user story mapping, and modern automated testing
- Operational Accountability: Measure and take ownership of value stream outcomes, focusing on cycle time, billing accuracy, reconciliation latency, and audit compliance rather than raw backlog velocity
What You’ll Need
Minimum Qualifications
- 10+ years of progressive experience in business systems analysis, enterprise product management, or revenue operations architecture with a bachelor’s degree in Business, Computer Science, Information Systems, or a related discipline, or 8+ years with an advanced degree
- Demonstrated track record managing enterprise-scale systems across the Quote-to-Cash lifecycle (e.g., Salesforce CPQ, NetSuite, SAP, Zuora, Workday Financials)
- Demonstrated experience designing and testing workflow automation or machine-learning/AI prototypes (e.g., automated reconciliation, document parsing, anomaly detection) using low-code tools or API integrations
- Proven background directing, mentoring, or guiding the technical output of business analysts or systems administrators
Preferred Qualifications
- Experience designing systems subject to SOX compliance, revenue recognition standards (ASC 606), and enterprise audit requirements
- Hands-on implementation experience with generative AI workflows, agentic automation, or LLM-driven document processing in enterprise finance/legal settings
- Direct experience leading transformation programs from legacy billing/invoicing systems to modern, unified SaaS architectures
- Formal background coaching or directly managing cross-functional delivery squads
Working Conditions & Travel Requirement s
- Ability to travel up to 25% annually to Workiva office locations for planning sessions and stakeholder workshops
- Consistent, high-speed internet connection supporting video conferencing and distributed cloud system operations during remote work periods
How You’ll Be Rewarded
✅ Salary range in the US: $154,000.00 - $265,000.00
✅ A discretionary bonus typically paid annually
✅ Restricted Stock Units granted at time of hire
✅ 401(k) match and comprehensive employee benefits package
Why Join Workiva
Workiva is the platform designed to bring confidence, control, and a competitive edge to the world’s most complex organizations. Our AI-powered platform unifies finance, risk, and sustainability on a single, secure foundation—ensuring data is trusted, traceable, and ready to act on. With an unbroken path from source to output, leaders gain confidence in their numbers, visibility into current and emerging risks, and the ability to move with speed and precision in a constantly changing world.
At Workiva, you’ll bring technology to market that executives, boards, and regulators depend on. The work you do here helps organizations navigate uncertainty, maintain trust, and make decisions that stand up to scrutiny. If you’re energized by meaningful challenges, inspired by collaborative teams, and motivated to help organizations turn uncertainty into advantage, we’d love to meet you.
Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.
Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment.
