Assurance & Deal Desk Analyst (EDI)
Core
Operational backbone for client/prospect security due diligence (Assurance) and deal quoting/approvals (Deal Desk) to ensure compliance and keep deals moving.
Role type
Senior GTM Operations Analyst (Assurance & Deal Desk)
Builds
Secure client onboarding workflows and compliant commercial contracts for investment firms
Domain
Financial Services / SaaS / Security & Compliance
Required skills
Jira, Salesforce/CPQ, process optimization, cross-functional stakeholder management, policy enforcement, data accuracy, Excel/Sheets
Preferred skills
Trust center platforms (Whistic, Vanta), SOC 2/ISO 27001, due-diligence questionnaires (SIG, CAIQ), financial services background
Responsibilities
Triage and manage Assurance Jira intake queues; coordinate security/compliance questionnaire responses; review deals for policy/pricing compliance in Salesforce; maintain trust center profiles and answer libraries; report on process metrics and drive automation improvements.
Seniority
Senior, hands-on IC