Deal Desk Strategy & Operations Lead

Twilio; Northern (KY); Hybrid; USD 102,000 - 142,000; Full time

Benefits offered by this job

Health care insurance

401(k) retirement account

Paid sick time

Paid personal time off

Paid parental leave

Job summary

Twilio is hiring a Sr. Strategy & Operations Analyst for the Deal Desk to support sales velocity and cross-functional initiatives.

You will partner with Finance, Sales, Legal, and Operations to manage deal models, dashboards, and AI workflow integrations, driving data-driven, financially sound decisions. The role emphasizes analytical rigor, advanced modeling, and optimizing internal tools and processes across CPQ, SFDC, and Airtable, with a remote-first setup and occasional in-person gatherings

Qualifications

• Bachelor’s or Associate degree plus 3+ years in FP&A/Corporate Finance or analytical GTM/Deal Desk role; if no degree, 5+ years of relevant experience.
• 0xA0Demonstrated analytical and financial skills with ability to explain tradeoffs clearly.
• Advanced Excel/Google Sheets with financial models, logic formulas, and scenario analyses.
• Experience with Salesforce, Tableau, CLM and JIRA in practice.
• Experience operationalizing discount and commercial strategies in CPQ, SFDC and Airtable.
• Experience exploring or leveraging AI technologies to modernize workflows.
• Familiarity managing internal and external partnerships.

Responsibilities

• Assist leadership in exploring new AI tools to modernize Deal Desk workflows.
• Facilitate automation of internal tooling; conduct testing, bug remediation, and monitor system results.
• Troubleshoot bugs, maintain documentation, and support deal model roadmap elements.
• Support Renewals Reporting and gather pricing/discounting insights.
• Support Global Discount Catalog strategy program operationalization.
• Partner with Product and Finance to ensure cleaner cost data and data hygiene.
• Incorporate specialized deal modeling (e.g., resell models) into Deal Desk workflows.
• Own dashboards for deal velocity, bottlenecks, and discount trends by sales segment.
• Create and update enablement resources and Deal Playbooks for Global Sales teams.
• Collaborate with SFDC/CPQ teams to ensure new products/configs are integrated.

Skills

Analytical skills

Financial analysis

Advanced Excel/Sheets

Data storytelling

Education

Bachelor's or Associate degree + 3+ years FP&A/Corporate Finance

Tools

Salesforce

Tableau

CLM

JIRA

CPQ

SFDC

Airtable

Job description

Twilio is hiring a Sr. Strategy & Operations Analyst for the Deal Desk to support sales velocity and cross-functional initiatives.

You will partner with Finance, Sales, Legal, and Operations to manage deal models, dashboards, and AI workflow integrations, driving data-driven, financially sound decisions. The role emphasizes analytical rigor, advanced modeling, and optimizing internal tools and processes across CPQ, SFDC, and Airtable, with a remote-first setup and occasional in-person gatherings