Client Intelligence & AI Product Manager

Job Description

At EisnerAmper we look for individuals who welcomenew ideas encourage innovation and areeagerto make an impact. Whetheryourestarting out in your career or taking your next step as a seasoned professional the EisnerAmper experience is one-of-a-kind. You can design a careeryoulllove from top to bottom we give you the tools you need to succeed and the autonomy to reach your goals.

The Client Intelligence & AI Product Manager runs the firms two highest-visibility growth intelligence products: OpportunityIQ and the Client Intelligence Dashboard. This person translates strategy into client intelligence solutions driving day-to-day execution stakeholder alignment and adoption across platforms. This is a product ownership and program delivery role; the right candidate pairs strong product instincts with crisp communication and disciplined follow-through (decision logs clear owners/next steps and closed loops) to keep a complex multi-team program on track.

Whatit Means to Work forEisnerAmper:

• You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry

• You will have the flexibility to manage your days in support of our commitment to work/life balance

• You will join a culture that has received multiple top PlacestoWork awards

• We believe thatgreat workisaccomplishedwhen cultures ideas and experiences come together to createnew solutions

• We understand that embracing our differences is what unites us as a team and strengthens ourfoundation

• Showing up authentically is how we both as professionals and a Firm find inspiration to do our best work

Key Responsibilities:

OpportunityIQ - Product Owner

AI-powered cross-sell intelligence Board-funded July 1 delivery milestone

• Own product direction sprint-to-sprint; define success from the partner perspective and set adoption criteria tied to business value

• Run program cadence and cross-team coordination; track decisions risks and dependencies; drive structured follow-through across leadership business lines and the technical team

• Publish concise readouts after key meetings and milestones (decisions open items owners next steps) so progress is visible without constant escalation

• Manage the partner feedback loop; make release go/no-go recommendations; co-lead adoption with the EisnerAI team so OIQ becomes part of how partners drive growth

• Own SME intake: identify the right contributors translate input with the AI team and provide concise recommendations to senior leaders for timely decisions

• Ensure OIQ and the Client Intelligence Dashboard deliver a coherent experience not two competing tools

Client Intelligence Dashboard Product Owner

Stewardship health scoring in Power BI phases 12 approved

• Own how the Dashboard serves practice leaders and Growth Mentors; ensure the scoring model is sound and outputs are actionable

• Manage phases 1-3 with CX analysts; own scope timeline and stakeholder communications

• Drive Qualtrics-to-Fabric integration and define how CX intelligence feeds the firms operational ecosystem

• Mentor CX analysts provide experienced business intelligence leadership for their development

CX AI Agent Development & Deployment

Owning the lifecycle of AI agents that extend CX intelligence to employees firmwide

• Lead development and deployment of CX AI agents (e.g. ICS Coach Client Growth Advisor SCOUT) ensuring alignment to CX programs and measurable adoption

• Define requirements success metrics and partner-facing behaviors; translate CX domain expertise into agent guidance employees trust and use

• Track agent usage partner feedback and outcome data; report on adoption and ROI as part of the broader CX value story

CX Intelligence Strategy Stakeholder & Program Communication

• Own the strategy for how CXs intelligence products connect to the firms growth ecosystem and serve

Qualifications:

• 5-8 years in product management client or customer data/analytics leadership or growth intelligence with a track record of driving adoption with senior professionals

• Experience in professional services financial services or B2B SaaS

• Comfortable owning a product interacting with and presenting to senior leadership

• Understands data architecture scoring models and API integrations without being an engineer

• Strong communicator with disciplined follow-through: translates between technical and business teams writes crisp leadership updates and closes the loop without being asked

Preferred:

• Experience with AI product development from the business side including AI agents conversational AI or Copilot/Claude-style tools focused on shaping behavior and driving adoption with non-technical users

• Familiarity with CRM systems (NetSuite Salesforce) Power BI or similar analytics platforms and cloud data platforms (Azure Fabric Snowflake)

• Prior experience at a Big Four firm mid-market accounting firm or PE-backed professional services platform

• Experience with client health scoring NPS programs or cross-sell intelligence

EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal state or local law.

About EisnerAmper:

EisnerAmper is one of the largest accounting tax and business advisory firms with approximately 450 partners and 4500 employees across the world. We combine responsiveness with a long-rangeperspective;to help clients meet the pressing issues they face today and position them for success tomorrow.

Our clientsrepresententerprises of every form ranging from sophisticated financial institutions to startups global public firms to middle-market companies governmental entities as well as high-net-worth individuals family offices nonprofitorganizationsand entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys financial professionals bankers investors and key stakeholders who serve these clients.

Should you need any accommodations to complete this application please email:

#LI-JC1

#LI-Hybrid