Senior Investor Relations Analyst

Job Description

We're looking for a driven, detail-oriented Investor Relations professional to join our Finance team. Reporting to the VP of Investor Relations, you'll help shape how the investment community understands our business, growth strategy, and financial performance. 

This is a highly visible individual contributor role at the intersection of finance, strategy, and communications. You'll own key aspects of the quarterly earnings process, partner closely with executive leadership and cross-functional teams, support institutional investor engagement, and help evolve our Investor Relations function through process improvements and emerging AI technologies. 

This role is ideal for someone who enjoys balancing operational excellence with strategic thinking and wants to grow their career in Investor Relations. 

What You'll Do: 

Investor Communications

• Support the execution of quarterly earnings, including scripts, press releases, Q&A preparation, presentations, and investor materials 
• Coordinate cross-functional deliverables across FP&A, Accounting, Legal, Corporate Communications, and external vendors to ensure accurate and timely public disclosures 
• Maintain the Investor Relations website, financial calendar, and supporting materials 
• Help develop messaging and presentation materials that communicate Freshworks' strategy and financial performance 

Investor Engagement

• Support relationships with institutional investors, sell-side analysts, and research firms
• Coordinate roadshows, investor conferences, non-deal roadshows, and Investor Day activities 
• Help develop investor targeting initiatives and monitor shareholder ownership trends 
• Track investor feedback and summarize insights for executive leadership

Financial Analysis

• Update consensus models and monitor Street expectations 
• Track peer performance, valuation trends, and sector sentiment 
• Support financial modeling and analysis related to investor communications
• Monitor SaaS operating metrics including ARR, NRR, Rule of 40, operating margin, and free cash flow 

Process Improvement

• Take ownership of critical Investor Relations processes with exceptional attention to detail 
• Identify opportunities to improve reporting, workflows, and documentation
• Evaluate and leverage AI-enabled tools to improve operational efficiency across the Investor Relations function

Qualifications

Required Qualifications

• 4-6 years of experience in Investor Relations, Corporate Finance, FP&A, Equity Research, Investment Banking, or a related function 
• Public company Investor Relations experience strongly preferred 
• Exceptional organizational skills and attention to detail 
• Strong written and verbal communication skills 
• Experience managing multiple high-priority projects and deadlines 
• Foundational understanding of financial modeling and valuation 
• Bachelor's degree in Finance, Accounting, Economics, or a related field 

Preferred Qualifications

• Experience supporting quarterly earnings or public company financial communications
• Familiarity with SEC disclosure requirements and Reg FD
• Experience interacting with institutional investors and/or sell-side analysts 
• Experience supporting Investor Day, analyst events, or roadshows
• Familiarity with SaaS business models and financial metrics 

Additional Information

Please note this is a hybrid role with onsite expectations of 3x/week (Tues - Thurs) from our San Mateo, CA headquarters. 

The annual base salary range for this position is $172,000 - $210,000. This role is also eligible for a target bonus. 

Compensation is based on a variety of factors, including but not limited to location, experience, job-related skills, and level. 

Freshworks offers multiple options for dental, medical, vision, disability, and life insurance. Equity + ESPP, flexible PTO, flexible spending, commuter benefits, and wellness benefits are also offered. Freshworks also offers adoption and parental leave benefits. 

At Freshworks, we have fostered an environment that enables everyone to find their true potential, purpose, and passion, welcoming colleagues of all backgrounds, genders, sexual orientations, religions, and ethnicities. We are committed to providing equal opportunity and believe that diversity in the workplace creates a more vibrant, richer environment that boosts the goals of our employees, communities, and business. Fresh vision. Real impact. Come build it with us.

Company Description

Organizations everywhere struggle under the crushing costs and complexities of “solutions” that promise to simplify their lives. To create a better experience for their customers and employees. To help them grow. Software is a choice that can make or break a business. Create better or worse experiences. Propel or throttle growth. Business software has become a blocker instead of ways to get work done.

There’s another option. Freshworks. With a fresh vision for how the world works.

At Freshworks, we build uncomplicated service software that delivers exceptional customer and employee experiences. Our enterprise-grade solutions are powerful, yet easy to use, and quick to deliver results. Our people-first approach to AI eliminates friction, making employees more effective and organizations more productive. Over 72,000 companies, including Bridgestone, New Balance, Nucor, S&P Global, and Sony Music, trust Freshworks’ customer experience (CX) and employee experience (EX) software to fuel customer loyalty and service efficiency. And, over 4,500 Freshworks employees make this possible, all around the world.

Fresh vision. Real impact. Come build it with us.