Associate - CRM operations

Freshworks makes it fast and easy for businesses to delight their customers and employees. We do this by taking a fresh approach to building and delivering software that is affordable, quick to implement, and designed for the end user. Headquartered in  San Mateo, California , Freshworks has a global team operating from 13 global locations to serve more than 65,000 companies -- from startups to public companies – that rely on Freshworks software-as-a-service to enable a better customer experience (CRM, CX) and employee experience (ITSM).
Freshworks’ cloud-based software suite includes  Freshdesk (omni-channel customer support),  Freshsales (sales automation),  Freshmarketer (marketing automation),  Freshservice (IT service desk),  Freshchat (AI-powered bots), supported by Neo, our underlying platform of shared services.
Freshworks is featured in global national press including CNBC, Forbes, Fortune, Bloomberg and has been a BuiltIn Best Place to work in San Francisco and Denver for the last 3 years. Our customer ratings have earned Freshworks products TrustRadius Top Rated Software ratings and G2 Best of Awards for Best Feature Set, Best Value for the Price and Best Relationship

Job Description

Job Role:
Working as a part of the Revenue Operations team, the role requires you to work closely with
the sales, marketing, finance, operations, and customer success teams to ensure data integrity in our systems.

Role Requirement:

• Work on internal sales team tickets on a daily basis within the given SLA to resolveissues and disputes.
• Be part of the backend operation team to ensure a smooth process.
• Create weekly monthly reports on the insights and findings with a recommendation.
• Be an expert at internal sales policy and processes along with the products.
• Audit data monthly for cleanliness and process improvements.
• Build trust with stakeholders.
• Frequent professional interaction and communication with the sales team and tech team.
• Provides first-level technical support to the Internal Stakeholders/Sales Reps. 
• Provide feedbacks to the technical team to identify technical defects/issues.
• Identifies and provides input on unique or recurring Sales Rep problems to the product/respective teams.
• Guide the team members as and when require

Qualifications

•  Education and experience: Bachelor’s Degree in an analytical field (Engineering or Math or Economics), preferably with work experience of 1-3 years.
•  Experience in being part of data management or market research roles is a plus.
•  Excellent problem-solving and analytical skills
•  Proficiency in Microsoft Office software products, including PowerPoint, Excel, Word
• Demonstrated ability to convey a sense of urgency, openness to new ideas, inclusion & diversity, integrity, customer focus, and respect.
• Proven experience managing multiple projects in a fast-paced environment
• Working with minimal supervision
•  Flexibility and availability to work on ad-hoc business requirements
• Attention to details
• Previous CRM experience will be an added advantage

Additional Information

All your information will be kept confidential according to EEO guidelines.

At Freshworks, we are creating a global workplace that enables everyone to find their true potential, purpose, and passion irrespective of their background, gender, race, sexual orientation, religion and ethnicity. We are committed to providing equal opportunity for all and believe that diversity in the workplace creates a more vibrant, richer work environment that advances the goals of our employees, communities and the business.