Deal Desk Financial Analyst
$72.48k - $106.5kTwilio
Role Description
Twilio is looking for a curious, action-oriented, strong financial analyst for the Deal Desk Team who lives the Twilio Magic to support our North American Go-to-Market motion. This is an exciting role for an individual to gain and expand a broad spectrum of cross-functional interactions and contribute to non-standard commercial agreements by providing rigorous financial governance and structuring. This role partners closely with Finance leadership, Sales, Legal, and Operations to evaluate, structure, and execute deals in a way that is a “win-win” for both customers and Twilio while optimizing corporate margin goals. The ideal candidate is passionate, dedicated, and able to build complex financial models and analyze pricing structures, while providing data-driven, financially sound, and clearly communicated explanations and solutions.
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.
Qualifications
- 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.
Requirements
- Knowledge and/or experience using online sales and/or document management tools such as Salesforce, Tableau, CLM, and JIRA.
Benefits
- Competitive pay
- Generous time off
- Ample parental and wellness leave
- Healthcare
- Retirement savings program
- And much more (offerings vary by location)
$85k - $100k
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