Location: San Mateo, CA, United States

Hybrid: Yes

Employment Type: Full-time

Experience Level: Mid-Senior Level

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

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 

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.