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Addepar - Assurance & Deal Desk Analyst (EDI)

Edinburgh, UK3d ago

In Office EMEA Wealth Management Fintech QA Analyst Excel Google Sheets Prospecting Records Management Reporting Jira Salesforce ARR Documentation Process Optimization

Requirements

• Bachelor’s degree or equivalent experience. • At least four years of related experience in sales operations, deal desk, security or compliance operations, contracts, or a similar process-driven role (or at least two years of related experience with a Master’s degree). • Highly organized, operationally focused and strongly process-oriented: you naturally think in workflows, SLAs and repeatable steps, and have a track record of managing many concurrent requests, deadlines and handoffs without letting anything slip. • Hands-on experience with Jira and Salesforce (or another CRM) to manage queues, workflows and records. • Able to work effectively with cross-functional leaders in ISR, Legal, Compliance, Product and other teams, translating between business, security and legal needs and building consensus without direct authority. • Strong written and verbal communication skills, comfortable explaining policy and process to sales and client stakeholders. • Sound judgment on when to apply the rules and when to escalate; able to work with little supervision. • Proficient in Excel or Google Sheets. • Self-motivated and proactive: you take ownership without waiting to be asked, drive work to completion independently, and know when to bring others in. • A plus: familiarity with trust centers and security questionnaire platforms (Whistic, Vanta, SafeBase or similar). • A plus: experience with CPQ, SOC 2 / ISO 27001, common due-diligence questionnaires (SIG, CAIQ, DDQ), or a background in financial services, wealth management or enterprise SaaS • Our Values • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. • Act Like an Owner - • Build Together - Collaborate to unlock the best solutions. Deliver lasting value. • Build Together - • Champion Our Clients - Exceed client expectations. Our clients’ success is our success. • Champion Our Clients - • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. • Drive Innovation - • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. • Embrace Learning -

Responsibilities

• Own the day-to-day operations of the client and prospect Assurance process: triage incoming due-diligence requests, confirm prerequisites (such as an NDA on file for prospects), and guide GTM partners on sharing the right trust center (Whistic) profile based on client ARR tier. • Manage the Assurance Jira intake queue: review bespoke documentation and questionnaire requests, apply ARR-tier rules, route exceptions for approval, and track every request to completion against clear turnaround targets. • Coordinate responses to bespoke security and compliance questionnaires using approved collateral, partnering with subject-matter experts in ISR, Legal, Compliance and Product to keep answers accurate and consistent. • Support the Deal Desk process in Salesforce and CPQ: quote review, SOW and order form routing, and approval workflows across GTM Operations, Finance and Legal; review deals for policy and pricing compliance and escalate non-standard terms. • Build trusted working relationships with cross-functional leaders in ISR, Legal, Compliance, Product, Finance and Sales; set clear expectations on timing and resolve competing priorities to keep deals moving. • Maintain our trust center profiles and approved answer library, flagging stale or missing content and driving updates with content owners. • Keep Salesforce and Jira records (contacts, accounts, NDA status, profile share and access data, request status) accurate and audit-ready. • Report on Assurance and Deal Desk volume, turnaround time and bottlenecks, and take initiative to design, document and continuously improve repeatable processes, leading small-to-medium process improvement and automation projects with limited guidance. • Contribute to GTM Operations process documentation and enablement for Sales and Client Success teams.