Lead Analyst

Lead - Corporate Strategy

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.

Job Description

As a Lead Analyst - GTM Planning, you will be responsible for central management and consolidation of GTM Annual Operating Plan (AOP) and Quarterly Business Review (QBR) processes. You will work cross-functionally with Sales, Sales and Marketing Ops, Analytics, and Finance teams to drive GTM planning excellence and provide data-driven insights to GTM leadership.

Key Responsibilities

• Lead the development and execution of annual GTM planning processes, including AOP consolidation and strategic planning cycles
• Support the execution of quarterly business review processes across the GTM organization
• Build and maintain sophisticated models to support strategic planning, scenario analysis, and investment decisions
• Create executive-level insights reports providing visibility into GTM performance metrics
• Conduct variance analysis between planned and actual results, identifying key drivers and recommending corrective actions
• Partner with Sales Operations, Marketing Operations, and GTM Analytics teams to ensure data integrity and process alignment
• Provide data and analytical support to corporate strategic initiatives, and GTM experimentation

• Bachelor's degree in Business, Finance, Economics, Engineering, or related quantitative field; MBA preferred
• 5-7 years of progressive experience in business analysis, financial planning & analysis, GTM operations, or strategy consulting
• Proven experience in SaaS or high-growth technology companies
• Advanced proficiency in Excel/Google Sheets and financial modelling
• Exceptional analytical and problem-solving skills with the ability to synthesize complex data into actionable insights
• Excellent written and verbal communication skills with the ability to influence cross-functional stakeholders

• Strong business acumen with ability to thrive in a fast-paced, dynamic environment
• Detail-oriented with strong organizational skills and ability to work independently
• Experience with go-to-market planning in B2B SaaS environment preferred
• Strong SQL skills and experience with BI tools (Tableau, Looker, Power BI)
• Experience with CRM systems (Salesforce preferred) and marketing automation platforms

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.