Lead - Business Analyst at FreshBooks

Chennai, Tamil Nadu, India

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Technology, SaaS, SoftwareIndustries

Requirements

5–8 years of experience working with Salesforce CPQ in a SaaS or subscription-based business
Deep understanding of Salesforce Sales Cloud, CPQ data model, and Apex/Flows/Validation Rules
Experience with subscription management, renewals, and billing integrations (Chargebee, NetSuite, etc.)
Strong analytical, problem-solving, and stakeholder management skills
Strong understanding of SaaS revenue models (ARR, MRR, bookings, churn, renewals)
Hands-on experience with data migration, integrations, and third-party applications
Salesforce CPQ Specialist or Advanced Administrator Certification preferred
Bachelor’s degree in Computer Science, Business, or related field
Preferred Qualifications
Background in Sales Operations, Revenue Operations, or Business Consulting in a SaaS environment
Experience with Partner Relationship Management

Responsibilities

Design, configure, and maintain Salesforce CPQ solutions aligned with business needs
Collaborate with Sales Operations, Finance, and Product teams to improve CPQ workflows and quoting accuracy
Implement pricing rules, discount schedules, approval workflows, and product bundles
Develop and maintain product catalog, price books, and contract renewals
Troubleshoot CPQ-related issues and manage system integrations with billing and ERP platforms
Create detailed documentation and provide user training/support for internal stakeholders
Participate in process improvements and automation initiatives across the quote-to-cash lifecycle

Skills

Key technologies and capabilities for this role

Salesforce CPQSalesforceCPQ ImplementationCPQ ConfigurationQuote-to-CashPricing RulesDiscount SchedulesApproval WorkflowsSaaS

Questions & Answers

Common questions about this position

Is this role remote or on-site?

This is an on-site position.

What is the salary range for this position?

This information is not specified in the job description.

What experience and skills are required for this role?

Candidates need 5–8 years of experience with Salesforce CPQ in a SaaS or subscription-based business, deep understanding of Salesforce Sales Cloud, CPQ data model, and Apex/Flows/Validation Rules, plus experience with subscription management, renewals, billing integrations, and strong analytical and problem-solving skills.

What is the company culture like at Freshworks?

Freshworks emphasizes a people-first approach to AI, building uncomplicated service software for exceptional customer and employee experiences, with a fresh vision focused on real impact and global teamwork across over 4,500 employees.

What makes a strong candidate for this Lead - Business Analyst role?

A strong candidate has 5–8 years of hands-on Salesforce CPQ experience in SaaS environments, expertise in Sales Cloud, integrations like Chargebee and NetSuite, and strong skills in analytics, problem-solving, and SaaS revenue models.

FreshBooks

Cloud-based accounting software for businesses

About FreshBooks

FreshBooks provides cloud-based accounting software aimed at simplifying financial management for small to medium-sized businesses and self-employed professionals. The software allows users to efficiently track expenses, time, and invoices, making it accessible even for those without accounting experience. Users subscribe to the service with various pricing tiers, and they can take advantage of a 30-day money-back guarantee and an 80% discount for the first four months. FreshBooks stands out from competitors by offering a user-friendly interface and mobile accessibility, enabling users to manage their finances on the go. The company's goal is to help business owners and accountants streamline their financial processes, improve organization, and enhance client relationships.

Toronto, CanadaHeadquarters

2003Year Founded

$149.6MTotal Funding

DEBTCompany Stage

Consumer Software, FintechIndustries

201-500Employees

Benefits

Health Insurance

Dental Insurance

401(k) Company Match

Stock Options

Unlimited Paid Time Off

Parental Leave

Home Office Stipend

Professional Development Budget

Risks

Increased competition from market leaders may impact FreshBooks' market share.

Dependency on Stripe's technology could pose risks if Stripe faces issues.

Economic downturns may threaten FreshBooks' subscription-based revenue model.

Differentiation

FreshBooks offers a user-friendly platform for non-accountants, simplifying financial management.

The company provides mobile-friendly solutions, catering to the rise of remote work.

FreshBooks' integration with Shopify enhances e-commerce capabilities for online businesses.

Upsides

FreshBooks' subscription model aligns with industry trends, boosting customer acquisition and retention.

The expansion of Stripe Connect features enhances FreshBooks Payments, improving payment processing.

AI-driven financial analytics tools can provide predictive insights, enhancing decision-making.

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