Senior Automation Engineer, 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. Trusted by 65,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you can 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 designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is 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. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital. 

For more information about our offices and culture, check out our Carta careers page.

The Team You’ll Work With

The Business Technology & System team builds products & tools to support every single business selling products / supporting operations at Carta. We are the backbone of the business, and our goal is to be the growth driver for the company. We develop the platform, infrastructure, and tools that run the business, and we optimize for the long-term success of our internal teams and customers.

We are seeking a skilled Automation Engineer to design, build, and maintain workflows/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—while harnessing AI-driven tools and techniques to significantly 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.

• 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.

Disclosures:

• 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. 
• Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details.
• For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report.
• 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 [email protected].