AI-Driven Client Intelligence & Growth Product Lead

Job Description

As the Client Intelligence & AI Product Manager, you will run the firm’s two highest‑visibility growth intelligence products:
Opportunity

IQ and the Client Intelligence Dashboard. You will translate strategy into client intelligence solutions, driving day‑to‑day execution, stakeholder alignment, and adoption across platforms.

• 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 Eisner
  
  AI 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.

• 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.

• 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.

• Own the strategy for how CX’s intelligence products connect to the firm’s growth ecosystem and serve.

• 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.

• 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 (Net Suite, 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.

Eisner Amper 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.

Philadelphia