Client Intelligence & AI Product Manager

Hybrid - Philadelphia

May 15, 2026

Pay information not provided

At Eisner Amper, we look for individuals who welcome new ideas, encourage innovation, and areeagerto make an impact. Whether you’restarting out in your career or taking your next step as a seasoned professional, the Eisner Amper experience is one-of-a-kind. You can design a careeryou’lllove 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:
Opportunity IQ 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.

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 "Placesto Work" 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 our foundation

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

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

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

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

• 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…