Client Intelligence & AI Product Manager

Job Description

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you’re starting 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 career you’ll love 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 firm’s 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.

What it Means to Work for EisnerAmper: 

• 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 “Places to Work” awards 

• We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions  

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

• 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 1–2 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 firm’s 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 CX’s intelligence products connect to the firm’s 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 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. 

Our clients represent enterprises 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, nonprofit organizations and 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: [email protected]  

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