Lead - Business Analyst (EX SMB)

Freshworks
Chennai, Bengaluru
Workplace: OnsiteFull timeFunction: Business OperationsExperience: 5-8 yearsSkills: ["Commercial mindset","Analytical thinking","Problem-solving","Attention to detail","Stakeholder management"]

Partner with SMB sales leaders as a revenue operations business partner to improve forecasting accuracy, pipeline execution, and performance tracking. Own forecasting and pipeline management rhythms, analyze pipeline health and data quality in Salesforce, and translate complex reporting into actionable insights. Build and maintain dashboards, support QBRs and business reviews, and help scale repeatable processes across the SMB organization while collaborating with BI, Finance, Marketing, and Enablement teams.

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Freshworks
Freshworks
3 days ago

Lead - Business Analyst (EX SMB)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live

Job Summary

Partner with SMB sales leaders as a revenue operations business partner to improve forecasting accuracy, pipeline execution, and performance tracking. Own forecasting and pipeline management rhythms, analyze pipeline health and data quality in Salesforce, and translate complex reporting into actionable insights. Build and maintain dashboards, support QBRs and business reviews, and help scale repeatable processes across the SMB organization while collaborating with BI, Finance, Marketing, and Enablement teams.
Location: Chennai, Bengaluru
Workplace: Onsite
Employment Type: Full time
Job Function: Business Operations
Seniority: Mid level

Key Responsibilities

  • •Drive consistent weekly and monthly forecasting with SMB sales leaders.
  • •Monitor lead flow and pipeline health (coverage, conversion, ageing, progression) and address underlying drivers.
  • •Provide actionable business performance insights to highlight trends, risks, and opportunities across teams and segments.
  • •Develop and maintain reporting and dashboards for SMB leadership, supporting QBRs and performance cadences.
  • •Identify opportunities to simplify/automate sales processes, support rollout of new RevOps tools and processes, and collaborate with BI and cross-functional teams.

Key Requirements

  • •5–8 years of experience in Revenue Operations, Sales Operations, Business Operations, Strategy, Finance, or a similar analytical/business partnering role.
  • •Experience supporting sales teams in a B2B SaaS/technology environment, ideally within an SMB or high-volume sales organization.
  • •Strong commercial and analytical mindset with the ability to understand sales performance drivers and turn data into recommendations.
  • •Strong experience with Salesforce, Excel, and business intelligence/reporting tools.
  • •Excellent problem-solving, attention to detail, and stakeholder management skills; able to manage multiple priorities and challenge assumptions constructively.
Experience:5-8 yearsRevenue OperationsSales OperationsB2B SaaSTechnology environmentSMB salesHigh-volume sales
Skills:Commercial mindsetAnalytical thinkingProblem-solvingAttention to detailStakeholder management
Languages:English
Tech Stack:SalesforceExcelTableauPower BIAI

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