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 speed up GTM processes.
Role type
Senior IC sales operations analyst (security/compliance focus)
Builds
Secure client onboarding workflows and compliant deal contracts for investment firms
Domain
Financial services / SaaS / Security & Compliance
Required skills
Jira, Salesforce (CRM), process management, SLA tracking, cross-functional collaboration, policy enforcement, data accuracy, Excel/Sheets
Preferred skills
Trust center platforms (Whistic, Vanta), CPQ, SOC 2/ISO 27001, due-diligence questionnaires (SIG, CAIQ), financial services background
Technologies
Jira, Salesforce, Whistic, CPQ, Excel, Google Sheets
Responsibilities
Triage and manage Assurance Jira intake queue for security due diligence; Coordinate responses to security/compliance questionnaires; Support Deal Desk quoting and approval workflows in Salesforce/CPQ; Maintain trust center profiles and approved answer libraries; Report on process metrics and drive process improvements
Seniority
Mid-Senior, hands-on IC
