Deal Desk Analyst

Posted 8 hours ago

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About the role

  • Deal Desk Analyst structuring commercial agreements for Twilio’s communications platform. Building financial models and managing Salesforce/CPQ workflows for North American sales.

Responsibilities

  • Analyze deal economics for standard and non-standard agreements, evaluating 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
  • Build, maintain, and review financial models and pricing scenarios for non-standard deal requests and senior leadership approvals
  • Own the end-to-end Deal Desk workflow in Salesforce/CPQ, from quote building and pricing approvals through Order Form creation, DocuSign execution, and opportunity closure
  • Ensure data integrity and policy compliance
  • Establish working relationships across Commercial Legal, Billing Operations, Corporate Finance, and Sales to streamline deal velocity
  • Educate Sales and GTM teams on contracting policies, approval matrices, and discount governance
  • Collaborate with Sales and Legal on non-standard Order Form contract language, corporate risk, and revenue recognition policies
  • Surface recurring deal patterns, approval exceptions, and operational friction to improve Deal Desk workflows and system efficiencies
  • Occasionally travel for project or team in-person meetings

Requirements

  • 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
  • Ability to manage multiple high-velocity requests simultaneously while remaining extremely organized under tight deadlines
  • Self-starter with a “can-do” attitude, comfortable asking clarifying questions and operating with high integrity
  • Knowledge and/or experience using online sales and/or document management tools such as Salesforce, Tableau, CLM, and JIRA is desired
  • Must be based in Ontario, British Columbia, or Alberta, Canada

Benefits

  • Competitive pay
  • Generous time off
  • Ample parental and wellness leave
  • Healthcare
  • Retirement savings program
  • Incentive programs (when applicable)
  • Commissions (when applicable)
  • Equity grants (when applicable)
  • Health and wellness benefits
  • Retirement contributions
  • Paid time off
  • Volunteering and donation support

Job title

Job type

Full Time

Experience level

JuniorMid level

Salary

CA$68,160 - CA$85,200 per year

Degree requirement

Associate's Degree

Tech skills

Tableau

Location requirements

RemoteCanada

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