Salesforce Business Analyst

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.

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