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Freshworks

Cloud-based CRM and customer engagement suite

Investor Relations Manager

Corporate Finance & FP&AConfirmed live in the last 24 hours
Full-timeSan Mateo, CA, USA

About the Job

Requirements

  • Four to six years of experience in Investor Relations, Corporate Finance, FP&A, Equity Research, Investment Banking, or a related function.
  • Strong 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.

Responsibilities

  • Support quarterly earnings execution, 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 the company's strategy and financial performance.
  • 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.
  • 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.
  • Take ownership of critical Investor Relations processes with 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.

Desired Qualifications

  • Public company Investor Relations experience.
  • 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.

About the Company

Freshworks

Cloud-based CRM and customer engagement suite

Freshworks provides a cloud-based suite of customer engagement and employee management software for businesses of various sizes, including modules for customer support, sales, marketing, IT service management, and HR. It works as a single SaaS platform where each module (Freshdesk, Freshsales, Freshmarketer, Freshservice, Freshteam) handles a different task and shares data across departments, with customers choosing tiered subscription plans and optionally extending functionality through a marketplace of apps. The platform combines multiple CRM and business functions on one interconnected system, rather than offering standalone tools. Its goal is to streamline customer interactions and internal processes to improve collaboration and efficiency across departments.

Company size
5,001-10,000
Company stage
IPO
Headquarters
San Mateo, CA
Founded
2010

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