Billing Operations Lead

Overview of the Billing Operations Lead Role at Instacart

The Accounts Receivable Operations team at Instacart is crucial for ensuring billing accuracy, timeliness, and scalability across our diverse products and services. As a Billing Operations Lead, you will own complex billing processes and programs, acting as a subject matter expert throughout the quote-to-cash lifecycle. This individual contributor role involves close partnership with Finance, Financial Systems, Business Development, Deal Desk, and Product teams.

You will play a pivotal part in Instacart’s 2026 roadmap, specifically contributing to CARBS, Billing Platform modernization, and CPQ enhancements. This position involves leading high-impact workstreams designed to improve customer experience, reduce billing defects, strengthen financial controls, and accelerate cash flow. You'll join a 9-person Billing Operations team within a larger 20-member Accounting Operations organization. While preferred locations include San Francisco or Los Angeles, we offer flexibility for candidates across the US and Canada. If you thrive in fast-paced, ambiguous environments and enjoy tackling complex billing challenges at scale, this role at Instacart is an excellent opportunity.

What You Will Do

• Own end-to-end billing operations for assigned product lines and key accounts, ensuring on-time, accurate invoices, credits, tax application, and adjustments while meeting defined SLAs.
• Lead cross-functional workstreams for 2026 initiatives, including CARBS, Billing Platform, and CPQ enhancements. This involves gathering requirements, documenting processes, coordinating builds, running UAT, and driving rollout and change management.
• Design and implement scalable billing controls and reconciliations across CRM → CPQ → Billing → ERP systems, partnering with Accounting for close readiness, revenue cutoffs, and audit support.
• Serve as the day-to-day subject matter expert for Salesforce CPQ, billing, and ERP integrations, triaging defects, prioritizing backlogs, and maintaining data quality across systems.
• Monitor and report key performance indicators (KPIs) such as billing timeliness, accuracy, dispute and rebill rates, and DSO drivers, translating these insights into actionable experiments and process improvements.
• Act as an escalation point for complex deal structures and bespoke billing scenarios, advising Business Development and Deal Desk pre- and post-close to ensure billable and operationally sound terms.

About You: Qualifications and Experience

Minimum Qualifications:

• 5+ years of experience in Billing Operations, Order-to-Cash, or Accounts Receivable within technology, ecommerce, marketplace, or subscription/SaaS environments.
• 2+ years leading cross-functional billing or quote-to-cash projects as an individual contributor, from requirements gathering through UAT and launch.
• Hands-on experience with Salesforce CPQ and at least one billing platform (e.g., Zuora, Chargebee, Stripe Billing) plus one ERP system (e.g., NetSuite, SAP, Oracle).
• Proficiency in Excel (pivot tables, lookups) and basic SQL for reconciliations and data analysis.
• Working knowledge of billing controls, SOX requirements, and revenue considerations (e.g., ASC 606) as they apply to invoicing, credits, and adjustments.
• Bachelor’s degree in Accounting, Finance, Information Systems, or a related field, or equivalent practical experience.

Preferred Qualifications:

• Experience implementing or migrating billing platforms or CPQ at scale, including data migrations and cutover planning.
• Experience designing CPQ product catalogs, pricing and discount logic, and approval workflows.
• Familiarity with tax engines (e.g., Avalara, Vertex) and global indirect tax implications in billing.
• Experience building self-serve dashboards and reporting in BI tools (e.g., Looker, Tableau) for billing KPIs.
• Lean, Six Sigma, or similar process improvement training or certification.
• Background with marketplace, retail media, or advertising billing models (e.g., GMV-based fees, promotions, ad spend).

Key Skills/Competency

• Billing Operations
• Accounts Receivable
• Salesforce CPQ
• ERP Integration
• Quote-to-Cash
• Process Improvement
• Financial Controls
• Data Analysis
• Project Management
• Revenue Recognition (ASC 606)