Senior Analyst - Deals Desk
Job description
About the role
Freshworks is looking for a Senior Analyst to join the Deals Desk team in Chennai. This role focuses on reviewing and analyzing commercial deals to ensure pricing accuracy and compliance with company policies. The Senior Analyst works closely with sales, finance, and legal teams to structure agreements and support revenue operations. The position is a full-time role based in the Chennai office. The analyst plays a key part in the deal approval workflow, ensuring that all transactions meet internal guidelines before moving forward. This role contributes directly to the accuracy of revenue forecasting and the integrity of the company's commercial pipeline.
Key facts
What you'll do
Review incoming deal proposals for pricing consistency and discount levels across all product lines offered by Freshworks.
Analyze deal terms and flag contracts that require additional approval or escalation to senior management.
Collaborate with sales representatives to understand deal context, customer requirements, and recommend necessary adjustments.
Prepare weekly and monthly deal review reports for leadership and finance stakeholders with detailed findings.
Maintain the deals desk tracker and update deal statuses, notes, and approval records in the internal system.
Coordinate with the legal team to review contract language, terms, and compliance requirements for each agreement.
Support the revenue recognition process by verifying deal structures and confirming they align with accounting guidelines.
Identify patterns in deal activity and suggest actionable improvements to the overall sales process and workflows.
Assist in developing pricing guidelines and discount frameworks for various product categories and customer segments.
Participate in cross-functional meetings to align deal strategies with broader business objectives and growth targets.
Monitor deal pipeline health and provide early warnings when deals are at risk of stalling or slipping.
Document standard operating procedures for deal desk workflows and contribute to process improvement initiatives over time.
Requirements
Bachelor's degree in finance, accounting, business administration, or a related quantitative field is required.
Two to four years of experience in deal analysis, sales operations, or revenue management roles.
Strong understanding of SaaS pricing models, commercial contract structures, and deal lifecycle stages.
Proficiency in spreadsheet tools such as Microsoft Excel for data analysis and reporting purposes.
Excellent written and verbal communication skills for effective stakeholder interactions and presentations.
Ability to manage multiple deals simultaneously while maintaining accuracy under tight deadlines and pressure.
Strong attention to detail when reviewing contract terms, financial figures, and pricing calculations.
Experience working with CRM platforms or deal management systems is considered a plus.
Familiarity with financial modeling techniques and the ability to interpret revenue data accurately.
Demonstrated ability to work independently and take ownership of deal review tasks with minimal supervision.
Nice to have
Familiarity with the Freshworks product suite including CRM, IT service management, and customer engagement tools.
Prior experience working in a fast-growing technology or software company with high deal volumes.
Knowledge of revenue recognition standards such as ASC 606 or IFRS 15 and their practical application.
Experience building dashboards or automated reports using business intelligence tools for management reporting.
Background in deal desk operations or sales finance within a B2B SaaS organization is valued.
Skills & tools
Microsoft Excel and Google Sheets for data modeling, analysis, and creating detailed financial reports.
CRM systems such as Salesforce or Freshsales for tracking deal progress and managing pipeline data.
ERP or financial systems for managing revenue recognition, contract records, and billing information.
Presentation tools such as PowerPoint or Google Slides for reporting findings to cross-functional teams.
Collaboration platforms like Slack or Microsoft Teams for coordinating with sales and finance teams.
Document management systems for organizing deal records, contracts, and supporting files in a structured way.
Basic understanding of SQL or data query tools for extracting and analyzing deal-related data sets.
Practical notes
The role is based in the Chennai office with standard business hours from Monday through Friday.
Candidates should be prepared to work within the Indian Standard Time zone for all scheduled meetings.
The hiring process includes multiple rounds of interviews with the deals desk and finance leadership teams.
Freshworks offers a structured onboarding program for new hires joining the Chennai-based revenue operations team.
The position reports to the Deals Desk Manager and is part of the broader revenue operations group.
About the company
Freshworks provides business software for customer support, IT service management, CRM, and marketing automation. Founded by Girish Mathrubootham and Shan Krishnasamy in Chennai, India in 2010, Freshworks went public on NASDAQ in September 2021.