[Remote] Deal Desk Financial Analyst
Note: The job is a remote job and is open to candidates in USA. Twilio is a company focused on shaping the future of communications and is seeking a Deal Desk Financial Analyst to support their North American Go-to-Market efforts. The role involves analyzing deal economics, partnering with sales teams to structure deals, and maintaining financial models to ensure compliance and optimize corporate margins.
Responsibilities
- Analyze deal economics for standard and non-standard agreements, evaluating critical variables including pricing, discounting, term length, usage commitments, and gross margin impact
- Partner with Sales to structure commercially sound deals by analyzing tradeoffs across price, volume, and risk, ensuring all structures align with Twilio’s financial guardrails
- Build, maintain, and review financial models and pricing scenarios to support non-standard deal requests and senior leadership approval decisions
- Own the end-to-end Deal Desk operational workflow in Salesforce/CPQ (from quote building and pricing approvals to Order Form creation, DocuSign execution, and opportunity closure), ensuring 100% data integrity and policy compliance
- Establish trusted working relationships across Commercial Legal, Billing Operations, Corporate Finance, and Sales to streamline deal velocity—particularly during high-volume month- and quarter-end peaks
- Act as a guardrail and educator for Sales and GTM teams, ensuring adherence to internal contracting policies, approval matrices, and discount governance
- Collaborate with Sales and Legal to review and structure non-standard contract language within Order Forms, ensuring alignment with corporate risk and revenue recognition policies
- Surface recurring deal patterns, approval exceptions, and operational friction points to contribute to the continuous improvement of Deal Desk workflows and system efficiencies
Skills
- A Bachelor's or Associate's Degree plus a minimum of 2 years of experience in Corporate Finance, Financial Planning & Analysis (FP&A), Commercial Finance, or an analytical GTM/Deal Desk role. If no degree, a minimum of 4 years of relevant analytical experience is required
- Demonstrated analytical and financial skills, with a firm understanding of core financial concepts and the ability to explain financial tradeoffs clearly
- Advanced Excel/Google Sheets skills, with proven experience building intermediate financial models, logic formulas, and scenario analyses
- A diligent, detail-oriented skillset, with the ability to manage multiple high-velocity requests simultaneously while remaining extremely organized under tight deadlines
- A self-starter with a 'can-do' attitude who is comfortable asking clarifying questions and operating with high integrity that aligns with the Twilio Magic
- Knowledge and/or experience using online sales and/or document management tools such as Salesforce, Tableau, CLM, and JIRA
Benefits
- Working at Twilio offers many benefits, including competitive pay, generous time off, ample parental and wellness leave, healthcare, a retirement savings program, and much more.
- This role may be eligible to participate in Twilio’s equity plan and corporate bonus plan.
- All roles are generally eligible for the following benefits: health care insurance, 401(k) retirement account, paid sick time, paid personal time off, paid parental leave.
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