Remote (Global)

Carrot Fertility is hiring a Salesforce Business Analyst

About the Role

Carrot is hiring a Salesforce Business Analyst to support the configuration, administration, and optimization of our Salesforce platform, which serves as the primary CRM and single source-of-truth for prospect and customer insights. Reporting to the Sr. Director of Revenue Operations, you will drive operational excellence through processes and tools supporting Carrot’s end-to-end sales motion and revenue-driving functions.

What You'll Do

  • 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.
  • 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.

What We're Looking For

  • 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.
  • 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

  • Salesforce Certified Administrator, Certified Business Analyst, Platform App Builder Certification are a plus.
  • Achievement of “Trailhead Ranger” status within Salesforce Trailhead, Salesforce’s learning management system.

Technical Stack

  • Salesforce
  • Outreach
  • SalesLoft or similar
  • Zoominfo
  • LinkedIn Sales Navigator

Team & Environment

Reports to Sr. Director of Revenue Operations.

Benefits & Compensation

  • Health and wellness benefits
  • Retirement savings plans
  • Short- and long-term incentives
  • Parental leave
  • Family-forming assistance
  • Compensation range: $107,000.00 to $130,000.00

Work Mode

This is a remote position.

Carrot is an equal opportunity employer.

Required Skills
SalesforceOutreachSalesLoftZoominfoLinkedIn Sales NavigatorBusiness AnalysisCRMSales OperationsSales Process OptimizationData AnalysisSales TechnologyRequirements GatheringSalesforce AdministrationSalesforce Configuration
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About company
Carrot Fertility

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.

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Job Details
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Posted 5 months ago