Lead - Program Management - Process Transformation & Automation

Freshworks; Chennai District; On-site; INR 1,800,000 - 3,000,000; Full time

Benefits offered by this job

Vision insurance

Job summary

Freshworks is seeking a Lead - Program Management to drive process transformation and automation across Deals Desk, Order Management, and Billing in a fast-paced SaaS environment. You will collaborate with IT and business teams to implement CPQ enhancements and CRM improvements.

With 8+ years in deals desk, order management or transformation, you will create BRDs, develop test cases, coordinate UAT, and track project milestones while enabling adoption through education sessions and strong

Qualifications

• Proven ability to drive process improvement initiatives.
• Experience applying Agile methodologies to transformation programs.
• Strong data analysis capabilities to inform decisions.
• Excellent communication across levels and functions.
• PMO skills to manage programs end-to-end.

Responsibilities

• Collaborate with Deals Desk and Order Management to identify automation opportunities.
• Drive CPQ automation and platform enhancements with IT and business teams.
• Coordinate SFDC CRM improvements and data analytics for sales processes.
• Develop BRDs, test cases, and oversee UAT tracking.
• Track project timelines, milestones, and report progress to leadership.
• Lead cross-functional education sessions to promote CPQ adoption.

Skills

Process Improvement

Agile

Data Analysis

Communication

PMO

Tools

CPQ

SFDC

Excel

Google Suite

SAP

Job description

Lead - Program Management - Process Transformation & Automation

Agile CRM Data Analysis Excel Process Improvement SAP

• Work closely with Deals Desk and Order Management team to identify potential opportunities
• to automate the process on CPQ.
• Work with IT teams to drive continuous enhancement on SFDC as per requirements received
• from pre-sales support teams (Deals Desk & Order Management)
• Collaborate with Sales team to understand possible opportunities to enhance quote creation
• process.
• Drive regular education sessions for both internal and stakeholder teams to drive adoption of
• CPQ platform.
• Establish strong working relationship with IT & vendor team to drive and deliver identified
• projects in defined timelines.
• Drive BRD creation for requirements received from support & sales team.
• Develop test cases, coordinate testing, and maintain the UAT tracker.
• Troubleshoot system errors, address Sales inquiries, and coordinate with IT for issue
• Implement product pricing updates in collaboration with the Product team.
• Ensure approvers are configured correctly per Sales org changes, working with the RevOps
• team.
• Work with IT to ensure timely implementation and business alignment.
• Track project timelines, milestones, and provide progress updates to management.
• Utilize Microsoft Excel, Google Suite, SAP, and other tools for reporting, data analysis, and
• process optimization.
• 8+ years of experience in Deals Desk, Order Management & Transformation (System Enhancement & Automation)
• Great understanding / hands-on experience of working on CPQ (any) and SFDC (CRM)
• Excellent communication & collaboration skills, with the ability to interact across all levels,
• functions, and geographies\
• Extremely strong project management skills
• Certifications around Agile, Scrum, PMP etc. would be a positive
• Proven dexterity in working with IT teams is a must
• MBA Degree would be preferred
• Problem-solving ability with strong attention to detail
• Advanced knowledge of Excel and experience with Google Suite, Microsoft Word, PowerPoint
• etc.
• Strong time management skills, with the ability to handle multiple tasks and meet deadlines
• efficiently.
• If you are detail-oriented, passionate about process improvement, and thrive in a fast-paced SaaS environment, we encourage you to apply

Vision insurance

Additional Information

We are looking for a highly skilled & collaborative individual, who with his / her in-depth understandingof the Deals Desk, Order Management & Billing space in SaaS environment, can contribute toidentifying and structurally driving various system enhancement / improvement initiatives on CPQ,CRM etc. while working with both Business and IT team.Work Hours: APAC Time Zone (10 am to 7 pm)

Your Match

How well this role fits your profile.

Confirmed H-1B sponsor. The Department of Labor record shows filings under FRESHWORKS INC. .

Filings 9

Approved 88.9%

Avg wage —

From public Department of Labor LCA disclosures. Sponsorship history is a signal about the employer, not a commitment on this role.