Job Description
About Carrot:
Carrot is a global, comprehensive fertility and family care platform, supporting members and their families through many of life’s most memorable moments. Trusted by many of the world’s leading multinational employers, health plans, and health systems, Carrot’s proven clinical program delivers exceptional outcomes and experiences for members and industry-leading cost-savings for employers. Its award-winning products serve all populations, from preconception care through pregnancy, IVF, male factor infertility, adoption, gestational carrier care, and menopause. Carrot offers localized support in over 170 countries and 25 languages. With a comprehensive program that prioritizes clinical excellence and human-centered care, Carrot supports members and their families through many of the most meaningful moments of their lives. Learn more at get-carrot.com.
The Role:
Carrot is seeking a Salesforce Business Analyst to support the configuration, administration, and ongoing optimization of our Salesforce platform, which serves as the primary CRM and single source-of-truth for prospect and customer insights at Carrot. Reporting to the Sr. Director of Revenue Operations, you will play a direct role in driving operational excellence through the processes and tools supporting Carrot’s end-to-end sales motion and revenue-driving functions.
Key Responsibilities
Partner with key business stakeholders across Sales, Customer Success, and Operations to understand business goals, pain points and process gaps; document current and future-state workflows
Identify opportunities for process optimization and automation to improve seller/CSM productivity and accuracy (e.g., lead routing, opportunity stage controls, renewal and expansion workflows, approvals, and SLAs)
Manage the intake, triage, and prioritization of Salesforce requests; maintain a transparent, impact-driven backlog aligned to business objectives and key initiatives
Translate requirements into clear artifacts, including user stories, with acceptance criteria, process maps, data models, and risk/impact assessments
Effectuate Salesforce configurations using established tools and best practices, collaborating with developers on complex work, while ensuring data integrity and scalability. Examples include:
- user and profile management
- custom and formula fields
- validation rules
- page layouts and list views
- workflows & approvals
- business process automation
Own and monitor integrations between Salesforce and GTM tools (e.g., - Outreach, SalesLoft or similar, Zoominfo, LinkedIn Sales Navigator); resolve sync errors, coordinate with vendors/IT, and maintain integration documentation
Enforce data governance standards, including field usage, validation, and duplicate management; monitor and improve data-quality KPIs
Adhere to E2E release management policies and procedures across sandbox strategy, build, QA/regression, UAT facilitation, deployment, and release communications with stakeholders
Partner with Carrot’s Enablement team to drive change management and enablement through release notes, training, reference documentation, office hours, and adoption analysis
Provide Tier‑2/3 support and root-cause analysis for production issues; establish lightweight SLAs and drive continuous improvement of systems and processes
About You
- Bachelor’s degree in business, finance, accounting, or a related field
- 3-5 years of experience working as a Business Analyst or similar role
- High degree of technical proficiency with Salesforce from both a business user and administrator perspective - Salesforce Certified Administrator, Certified Business Analyst, Platform App Builder Certification are a plus!)
- Strong analytical skills and data-driven mindset
- Strong communication and stakeholder management skills
- Experience with Scrum or Agile methodologies
- Ability to work independently in a fast-paced environment, prioritize tasks, and deliver on time, while managing evolving priorities and deadlines
Nice-to-have:
- Achievement of “Trailhead Ranger” status within Salesforce Trailhead, Salesforce’s learning management system
Compensation:
Carrot provides a comprehensive Total Rewards package designed to support our employees in all areas of their lives, both inside and outside of work. This includes health and wellness benefits, retirement savings plans, short- and long-term incentives, parental leave, family-forming assistance, and a competitive compensation package. The starting base salary for this position ranges from $107,000.00 to $130,000.00. Actual compensation may differ from the posted base salary based on your confirmed skills and experience related to the job.
Fraud and Security Notice: Please note that all communication regarding job opportunities at Carrot will come exclusively from an @get-carrot.com email address. If you receive messages from any other domain, please disregard them and report the incident to: [email protected]
Why Carrot?
Carrot has received national and international recognition for its pioneering work, including Fast Company’s Most Innovative Companies and World Changing Ideas, Inc. Power Partners, and Modern Healthcare’s Innovators. Carrot’s global workforce has been acknowledged with several accolades, including Fortune’s Best Workplaces in Healthcare, Great Place to Work, and Age-Friendly Employer certifications. Carrot is regularly featured in media reporting on issues related to the future of work, women in leadership, and healthcare innovation, including MSNBC, The Economist, Bloomberg, The Wall Street Journal, CNBC, National Public Radio, Harvard Business Review, and more. Learn more at carrotfertility.com.
