4+ years of experience in business systems, data analytics, or IT operations across multiple functions
Deep expertise in Salesforce administration and architecture, including custom objects and workflows
Strong experience in building dashboards and reports using Metabase, Tableau, or other BI tools
Familiarity with data pipeline tools such as Fivetran or Hevo Data
Hands-on experience with Okta for identity management
Proven ability to create financial models and reporting that are presented to leadership
Experience managing a remote team across different time zones
Responsibilities
Own and optimize Salesforce as the system of record for sales and onboarding workflows
Build and maintain analytics and reporting across Metabase, Tableau, and custom dashboards
Manage finance reporting, including ARR roll-forwards and cohort analysis
Handle data pipelines and system integrations to ensure a clean data layer
Administer Okta for identity and access management, including security policies
Oversee IT administration team managing device management and employee onboarding
Deliver product analytics to inform product strategy and user engagement
Benefits
Equity participation
Opportunity to lead a team across multiple offices
Dynamic, fast-paced work environment
Inclusive and diverse workplace culture
Full Job Description
The Role
We're looking for a Senior Director of Data Analytics and Business Systems to own the data infrastructure and business systems that power Instead's operations. You'll be responsible for everything from Salesforce and Okta to Metabase and Tableau, building the analytics and reporting layer that helps leadership make decisions and the IT systems that keep the company running.
This is a high-ownership role that spans product analytics, go-to-market analytics, finance reporting, and IT operations. You'll build ARR roll-forwards, renewal schedules, and pipeline dashboards while also managing identity and access management, data pipelines, and system integrations. You'll oversee an IT administration team responsible for device management, employee onboarding and offboarding across four offices in the US and internationally. What You'll Do
Own and optimize Salesforce as the system of record for sales, customer success, and onboarding workflows
Build and maintain analytics and reporting across Metabase, Tableau, and custom dashboards covering product usage, GTM performance, and customer health
Own finance reporting including ARR roll-forwards, renewal schedules, cohort analysis, and board-level metrics
Manage data pipelines and integrations using Hevo Data, Fivetran, or similar ETL tools to connect systems and maintain a clean, reliable data layer
Administer Okta and all identity/access management, including SSO configuration and security policies
Oversee the IT administration team responsible for device management, employee onboarding and offboarding, and day-to-day IT operations across US and international offices
Build integrations between business systems (Salesforce, billing, product) that automate manual workflows and reduce errors
Deliver product analytics that help product and engineering teams understand usage patterns, feature adoption, and customer behavior
Evaluate and implement new tools and systems as the company scales
What You Bring
4+ years of experience in business systems, data analytics, IT operations, or a similar role spanning multiple functions
Deep expertise in Salesforce administration and architecture (custom objects, workflows, reporting, integrations)
Strong experience building dashboards and reports in Metabase, Tableau, Looker, or similar BI tools
Experience with data pipeline tools (Fivetran, Hevo Data, Stitch, or similar ETL platforms)
Hands-on experience with Okta or similar identity management platforms
Ability to build financial models and reporting (ARR, retention, cohort analysis) that leadership and investors rely on
Comfortable managing a team across multiple offices and time zones
What Makes Someone Exceptional
You've been the "one person who runs everything" at a fast-growing startup before and you know how to prioritize when every system needs attention
You can build a board-ready ARR dashboard in the morning and debug an Okta SSO integration in the afternoon
You think about data as a product. Clean data, reliable pipelines, and dashboards people actually use matter more to you than fancy tools
You automate yourself out of repetitive work. If you're doing something manually more than twice, you build a system for it
You can translate business questions into SQL queries and SQL results into executive-level narratives
Compensation
$225,000 base + equity Location
San Francisco (on-site)
Instead is an equal opportunity employer. We evaluate candidates based on capability, judgment, ownership, and fit for the role's responsibilities. We welcome candidates who can help us build a category-defining company in tax technology.
