Freshworks makes it fast and easy for businesses to delight their customers and employees. 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.
Freshworks is featured in global national press including CNBC, Forbes, Fortune, Bloomberg and has been a BuiltIn Best Place to work in San Francisco and Denver for the last 3 years. 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.
The Specialist – Marketing Operations will play a crucial role in supporting the Marketing
and Sales teams by managing lead operations, routing, and assignment updates. This
role will ensure seamless lead flow and operational efficiency through process support,
ticket management, and reporting.
The ideal candidate should have experience working with Salesforce and Marketo,
strong attention to detail, and the ability to collaborate with cross-functional teams to
optimize marketing and sales operations.
Key Responsibilities:
• Manage lead operations, including lead routing, assignment updates, and
enrichment processes to ensure timely and accurate lead distribution.
• Handle ticket management by addressing and resolving requests related to
lead assignment, campaign execution, and system updates.
• Assist in basic reporting and data analysis, helping teams track lead flow,
funnel performance, and SLA adherence.
• Ensure data integrity and hygiene in Salesforce and Marketo by conducting
regular audits and updates.
• Work closely with Sales and Marketing stakeholders to refine lead
qualification criteria, segmentation, and campaign execution.
• Support the implementation of automation workflows to enhance marketing
and sales alignment.
• Troubleshoot lead-related issues in Salesforce and Marketo, coordinating with
IT and RevOps teams for resolution
5-8 years of experience in Marketing Operations, Sales Operations, or related
roles.
• Proficiency in Salesforce and Marketo with experience in lead management,
campaign execution, and reporting.
• Strong analytical skills with the ability to interpret data and optimize lead flow
processes.
• Experience with ticketing systems and handling operational requests.
• Excellent communication and collaboration skills to work effectively with cross-
functional teams.
• Ability to troubleshoot issues, suggest process improvements, and support
automation initiatives.
• Strong attention to detail and ability to manage multiple tasks efficiently.
Preferred Qualifications:
• Experience with lead routing and enrichment tools like Openprise & Clay or
similar.
• Familiarity with marketing analytics tools and reporting dashboards.
• Understanding of lead scoring, lifecycle stages, and attribution models
At Freshworks, we are creating a global workplace that enables everyone to find their true potential, purpose, and passion irrespective of their background, gender, race, sexual orientation, religion and ethnicity. 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.