Teams at Instead (instead.com)

Serve as domain expert for accounting firms: lead discovery, run demos, configure and implement Instead, drive adoption from pilot to go-live, train staff, collect product feedback, and stay current on US tax law and filing requirements.

Lead data infrastructure and business systems including Salesforce, Okta, ETL, and BI tools. Build analytics/reporting (ARR, renewal schedules, cohort analysis), manage data pipelines and integrations, oversee IT admin across offices, and deliver product and GTM analytics to inform leadership decisions.

The role involves developing core product features for tax professionals, focusing on AI workflows, e-filing systems, and integrations.