Salesforce Billing Engineer

About Instead

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 were 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.

Insteads 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. Insteads 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.

About the role

Were seeking an experienced Salesforce Billing Engineer to design, configure, and maintain our Salesforce environment with a focus on CPQ and Billing solutions. Youll 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.

What Youll Do

• 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

What youll need:

• Deep understanding of Salesforce CPQ and working knowledge of Salesforce Billing


• Familiarity with Apex programming language


• Bachelors 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

Nice to have:

• 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

Why join us

• Work on a cutting-edge tax tech platform thats 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

Equal Opportunity Employer - M/F/D/V

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.