Instead is a tax platform designed to help taxpayers and tax professionals collaborate to save money on taxes. As the first company in decades to receive IRS approvals to E-file 1040, 1041, 1120, 1120S, and 1065 — we're re-inventing a complex category. Founded in 2023, Instead combines LLMs with tax law to make tax management a continuous, proactive process rather than a dreaded annual deadline.
Instead's investors include Sarah Guo from Conviction (conviction.com) and many of our customers who believe in our mission and vision. The Instead team comprises talented leaders from leading tax, financial services and fintech companies — Gusto, Intuit, Zenefits, Thomson Reuters, Wolters Kluwer, Bloomberg — as well as top tax & accounting firms such as PwC, BDO, RSM, and KPMG.
Instead was a 2024 Innovation Award Finalist in CPA Practice Advisor. Instead's CEO, Andrew Argue, is a CPA and has been named Top 100 Most Influential People in the Accounting Profession twice - Ones To Watch and CPA Practice Advisors 20 under 40.
We're seeking an experienced Salesforce Billing Engineer to design, configure, and maintain our Salesforce environment with a focus on CPQ and Billing solutions. You'll be responsible for building robust API integrations between Salesforce and our Instead platform, optimizing our free trial product integration, and ensuring seamless billing operations. This technical role requires deep expertise in Salesforce development, particularly with Apex programming, while collaborating across Legal, Finance, IT, Marketing, Sales, and product teams to deliver comprehensive Salesforce solutions that support our growing tax technology business.
Develop using APEX language and build both sides of API endpoints to handle requests between Salesforce and our software
Design, configure, test, and deploy robust Salesforce solutions while managing user setup, profiles, and roles
Optimize and build custom integrations for our free trial product (instead.com) leveraging CPQ and Salesforce Billing
Develop and maintain comprehensive documentation covering processes, policies, configurations, and user guides
Create and manage validation rules and custom workflows to streamline operational processes
Conduct intermediate user testing by developing test plans, creating user test cases, and coordinating testing efforts
Perform regular audits to maintain high standards of data quality and integrity
Stay current with latest Salesforce releases and AppExchange improvements to drive system enhancements
Manage release and environment deployments across Salesforce instances
Deep understanding of Salesforce CPQ and working knowledge of Salesforce Billing
Familiarity with Apex programming language
Bachelor's degree or equivalent experience
Salesforce Administrator certification or equivalent experience
4+ years of relevant hands-on Salesforce configuration experience
Working knowledge of dynamic dashboards and report builder
Experience with Lightning Apps, Process Automation, Integrations, Users (Permission Sets, Profiles, Roles), Fields, and Objects
Experience with Salesforce configuration options, data model/architecture, and security model
Experience with Salesforce change management and release management
Ability to excel in a collaborative environment across multiple departments
Experience integrating Salesforce.com with other business applications
Certified Salesforce Advanced Administrator
Certified Salesforce Platform App Builder
Certified Salesforce Platform Developer
Experience with SOC II and other compliance programs
Experience with Salesforce Billing Administration
Experience with antivirus, threat detection, and MDM solutions
Advanced proficiency with Salesforce Apex
Proficiency with Windows, MacOS, and Linux systems
Work on a cutting-edge tax tech platform that's transforming the industry
Be part of a collaborative, mission-driven team
Competitive compensation and benefits
Growth opportunities in technology development and Salesforce architecture
Opportunity to build and scale critical billing and customer management systems
Work with innovative technology and support rapid business growth
As a global business, we rely on diversity of culture and thought to deliver on our goals. To ensure we can do that, we seek talented, qualified employees in all our operations around the world regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. We also make reasonable accommodations for qualified individuals with disabilities and for sincerely held religious beliefs in accordance with applicable law.
We trust our team with sensitive information, so all candidates who receive and accept employment offers must complete a background check before joining us.
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