Sr. Strategy & Operations Analyst, Deal Desk
New
T
TwilioCommunications/Tech
Remote - USFull-TimeSenior
SalaryBased in Colorado, Hawaii, Illinois, Maryland, Massachusetts, Minnesota, Vermont or Washington D.C. : $96,640 - $120,800. Based in New York, New Jersey, Washington State, or California (outside of the San Francisco Bay area): $102,240 - $127,800. Based in the San Francisco Bay area, California: $113,600 - $142,000.
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Job Details
- Experience
- Minimum of 3 years of experience with a degree, or 5 years of relevant analytical experience without a degree.
- Required Skills
- Data AnalysisSalesforceJiraTableauMicrosoft ExcelGoogle Sheets
Requirements
- Bachelor’s or Associate’s Degree plus at least 3 years of experience in Corporate Finance, FP&A, Strategic Finance, Commercial Finance, or Deal Desk.
- Minimum of 5 years of relevant analytical experience if no degree is held.
- Demonstrated analytical and financial skills with understanding of core financial concepts.
- Advanced Excel/Google Sheets skills with experience building financial models, logic formulas, and scenario analyses.
- Knowledge or experience using online sales and document management tools.
- Experience with Salesforce, Tableau, CLM, and JIRA.
- Ability to explain financial tradeoffs clearly.
- Action-oriented and curious mindset to tackle complex analytical challenges.
Responsibilities
- Assist leadership in exploring and developing new AI tools to modernize Deal Desk workflows.
- Facilitate automation of internal tooling by conducting functional testing, managing bug remediation, and supervising system results.
- Troubleshoot bugs, maintain documentation, and execute on the roadmap for deal model support.
- Manage Renewals Reporting and gather data for pricing and discounting insights.
- Support the operationalization of the Global Discount Catalog strategy program.
- Partner with Product and Finance teams to establish cleaner cost data.
- Incorporate specialized deal modeling into Deal Desk workflows, such as resell financial models.
- Maintain and update dashboards tracking deal velocity, bottleneck stages, and discount trends.
- Create, manage, and update enablement resources and Deal Playbooks for global sales teams.
- Partner with SFDC and CPQ teams to track enhancements and system updates.
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