Job Details

The Senior Automation Engineer I, iPaaS & Salesforce

The Company You'll Join

Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Our platform is trusted by 65,000+ companies in 160+ countries, helping you build, invest, and scale with confidence.

Carta's Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools that enhance the strategic impact of fund CFOs. Carta is recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, shaping the future of private market infrastructure.

Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don't work for Private Funds. Carta's software for the Office of the Fund CFO replaces outdated spreadsheets and fragmented service providers, enabling private markets to function more like public markets — a connected ERP for private capital.

The Business Technology & System team builds products and tools to support every business unit that sells products or supports operations at Carta. We are the backbone of the business and our goal is to be a growth driver for the company. We develop the platform, infrastructure, and tools that run the business, optimizing for long-term success of internal teams and customers.

The Problems You'll Solve

We are seeking a skilled Automation Engineer to design, build, and maintain workflows and integrations using an iPaaS platform such as Workato, while leveraging strong Salesforce (SFDC) development and administration capabilities. The ideal candidate will connect business-critical systems, enable seamless data flow, and improve process efficiency — harnessing AI-driven tools and techniques to reduce time spent on routine integration tasks, enabling faster deployments and higher team productivity.

Key Responsibilities

• Design, develop, and maintain workflows/integrations between Salesforce and other enterprise systems using an iPaaS platform (Workato experience preferred).
• Leverage AI-assisted development tools to streamline recipe creation, automate testing, and accelerate troubleshooting.
• Collaborate with business systems analysts, admins, and stakeholders to gather requirements, map data flows, and design optimal integration solutions.
• Build scalable, reusable, and secure recipes/workflows while adhering to best practices.
• Implement error handling, logging, and monitoring for integrations to ensure reliability and traceability.
• Optimize existing integrations to improve performance and reduce operational costs.
• Maintain integration documentation, including data mapping, field transformations, and workflow logic.
• Support and troubleshoot integration issues, working closely with internal teams and vendors to resolve them promptly.
• Work with Salesforce development and admin teams to implement APIs, triggers, flows, and declarative tools where needed.
• Ensure compliance with security and data governance policies for all integrations.
• Stay current with new features and capabilities in Workato, Salesforce, AI-assisted automation, and other connected systems.

About You

• Required Qualifications
• 3+ years of experience in integration development, preferably on an iPaaS platform (Workato strongly preferred; experience with MuleSoft, Boomi, Jitterbit, or similar is a plus).
• Strong understanding of Salesforce data model, APIs (REST, SOAP, Bulk), Apex, SOQL, and declarative tools.
• Proven ability to work with JSON, XML, CSV, and other structured/unstructured data formats.
• Experience with authentication methods (OAuth 2.0, JWT, API keys, SSO).
• Hands-on experience with AI-powered tools or scripts to accelerate integration development and testing.
• Strong troubleshooting skills for integrations, API connectivity, and data mapping issues.
• Familiarity with version control (Git) and agile development practices.
• Excellent communication skills to work with both technical and non-technical stakeholders.
• Preferred Qualifications
• Workato certification(s) or Salesforce Platform Developer/Administrator certifications.
• Experience integrating Salesforce with ERP, marketing automation, HRIS, and other SaaS/enterprise platforms.
• Knowledge of ETL/ELT concepts and data warehousing fundamentals.
• Exposure to CI/CD pipelines for integration deployments.

Carta's compensation package includes a market-competitive salary, equity for all full-time roles, exceptional benefits, and, for applicable roles, commissions plans. Our minimum cash compensation (salary + commission if applicable) range for this role is:

• $147,900 - $174,000 in San Francisco, CA; Santa Clara, CA

Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors.

EOE and Employment Statements

• We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email.
• Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to ...@carta.com.

How to Apply

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