[Remote] Salesforce Business Analyst at Carrot Fertility

Remote

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Healthcare, FertilityIndustries

Requirements

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

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
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

Skills

Key technologies and capabilities for this role

SalesforceBusiness AnalysisCRMProcess OptimizationAutomationRequirements GatheringStakeholder Management

Questions & Answers

Common questions about this position

What is the salary range for the Salesforce Business Analyst position?

This information is not specified in the job description.

Is this Salesforce Business Analyst role remote or does it require office work?

This information is not specified in the job description.

What key skills are required for the Salesforce Business Analyst role?

Key skills include Salesforce configuration and administration, process optimization and automation, data governance, integration management with GTM tools, and translating requirements into user stories and process maps.

What is the team structure or reporting line for this role?

The role reports to the Sr. Director of Revenue Operations and involves partnering with stakeholders across Sales, Customer Success, and Operations.

What makes a strong candidate for the Salesforce Business Analyst position?

Strong candidates can partner with stakeholders to document workflows, identify optimization opportunities, manage Salesforce requests and configurations, handle integrations, and enforce data governance while adhering to release management procedures.

Carrot Fertility

Global fertility care platform offering comprehensive support

About Carrot Fertility

Carrot Fertility offers a global platform for comprehensive fertility care, including services like education, IVF, pregnancy support, and fertility preservation. The platform connects users with over 10,000 providers in more than 130 countries, ensuring inclusive access to care for individuals of all backgrounds. Carrot's unique single embryo transfer (SET) program has the highest success rates among fertility benefits providers, and it also claims to reduce C-section rates through expert support. The company's goal is to provide affordable and evidence-based fertility services to individuals and corporate partners.

San Francisco, CaliforniaHeadquarters

2016Year Founded

$111.1MTotal Funding

SERIES_CCompany Stage

Financial Services, HealthcareIndustries

201-500Employees

Benefits

Healthcare coverage

Telehealth resources

Productivity stipend

Co-working spaces

Paid parental leave

401k

Home office stipend

Flexible time off policy

Risks

Increased competition from similar fertility care platforms may impact Carrot's market share.

Economic downturns could reduce corporate spending on fertility benefits, affecting Carrot's revenue.

Data privacy concerns with digital expansion may lead to regulatory scrutiny.

Differentiation

Carrot Fertility offers a pioneering single embryo transfer program with high success rates.

The company provides a comprehensive, inclusive fertility care platform across 130 countries.

Carrot's multilingual platform enhances accessibility, offering services in multiple languages and currencies.

Upsides

Growing demand for fertility benefits in corporate wellness programs boosts Carrot's market potential.

CarrotMatch platform enhances personalized and streamlined fertility care, improving user satisfaction.

Partnerships with health organizations enhance Carrot's integrated health solutions and market position.

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