Director, Investor Services
3 weeks ago
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.
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.
Please note: this role will be based in San Mateo, CA and requires an in office presence three days a week.
We are looking for a Director of Investor Relations to position Freshworks to the investor community and build out our investor relations program. Reporting to the VP of Finance you will play a key role in collecting and analyzing information that will inform our narrative while managing investor and analyst relationships, building investor targeting strategies, and managing investor events.
Enhance a proactive investor relations strategy and program, ensuring that the Freshworks’ business strategy, products, and progress are understood by the investor community
Lead workflows across functional teams including finance, legal, product and marketing to gather information in preparation for quarterly earnings and executive presentations
Prepare key messages and presentations to communicate Freshworks’ progress and performance to key internal and external stakeholders
Collaborate with internal stakeholders, including senior executives to develop financial press releases, Q&A documents, and other relevant materials
Provide strategic counsel to the executives, senior leadership team, finance department, communications team, and others on all IR activities
Manage and update the investor relations website
8+ years of experience in investor relations, corporate finance, equity research or investment banking
~ Knowledgeable in investor relations including valuation methodologies, financial accounting, corporate finance principles, etc.
~ Ability to speak and nurture relationships with the investment community. Build credibility with analysts and investors on behalf of Freshworks and the management team
~ Help develop and implement an ESG disclosure strategy for the company
~ Strong familiarity with SEC requirements around financial reporting and communications
~ Bachelor's degree in economics, finance, or related professional experience
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.
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