Lead - Program Management - Process Transformation & Automation

Freshworks
Chennai
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 8+ yearsEducation: mastersSkills: ["Communication","Collaboration","Project management","Problem-solving","Time management"]

Own program management for process transformation and automation across Deals Desk, Order Management, and Billing in a SaaS environment. Lead CPQ and SFDC enhancements by partnering with business and IT teams to drive CPQ automation, quote creation improvements, BRD creation, and UAT testing. Troubleshoot system issues, coordinate with vendors, run education sessions to drive adoption, and track timelines, milestones, and progress updates for stakeholders.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Freshworks
Freshworks
2 days ago

Lead - Program Management - Process Transformation & Automation

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live

Job Summary

Own program management for process transformation and automation across Deals Desk, Order Management, and Billing in a SaaS environment. Lead CPQ and SFDC enhancements by partnering with business and IT teams to drive CPQ automation, quote creation improvements, BRD creation, and UAT testing. Troubleshoot system issues, coordinate with vendors, run education sessions to drive adoption, and track timelines, milestones, and progress updates for stakeholders.
Location: Chennai
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Mid level

Key Responsibilities

  • •Work closely with Deals Desk and Order Management to identify opportunities to automate processes on CPQ.
  • •Partner with IT to drive continuous SFDC (CRM) enhancements based on requirements from pre-sales teams.
  • •Collaborate with Sales to improve the quote creation process and implement pricing updates with the Product team.
  • •Create BRDs for requirements, develop test cases, coordinate testing, and maintain the UAT tracker.
  • •Track project timelines and milestones, troubleshoot system errors, coordinate with IT/vendors for issue resolution, and provide progress updates to management.

Key Requirements

  • •8+ years of experience in Deals Desk, Order Management, and transformation/system enhancement & automation in a SaaS environment.
  • •Hands-on experience with CPQ and SFDC (CRM) enhancements.
  • •Strong project management skills with the ability to manage multiple tasks and meet deadlines.
  • •Excellent communication and collaboration skills across levels, functions, and geographies.
  • •Advanced Excel skills and experience with Google Suite; MBA preferred; Agile/Scrum/PMP certifications are a positive plus.
Experience:8+ yearsSaaSDeals deskOrder managementProcess transformationSystem enhancementAutomation
Education:Master's
Skills:CommunicationCollaborationProject managementProblem-solvingTime management
Certifications:AgileScrumPMP
Languages:English (US)
Tech Stack:CPQSFDCCRMMicrosoft ExcelGoogle SuiteSAPMicrosoft WordPowerPointUATBRD

Company Brief

Freshworks
Provides cloud-based customer engagement, CRM and ITSM software (Freshdesk, Freshservice, Freshsales) that helps businesses manage customer and employee experiences through SaaS products and AI-driven tools.
Industry: Enterprise Software
Company Size: Enterprise (1,001+ employees)
Revenue: USD 500M to 1B
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: San Mateo, United States
Founded: 2010
Glassdoor
Glassdoor: 3.5
WebsiteLinkedInGlassdoor