Assurance & Deal Desk Analyst (EDI)

The role

You will manage client and prospect Assurance processes and the Deal Desk. This includes handling due diligence requests, quoting, approvals, and contracting while working with cross-functional leaders.

What you will do

• Own day-to-day operations of the client and prospect Assurance process
• Manage the Assurance Jira intake queue
• Coordinate responses to bespoke security and compliance questionnaires
• Support the Deal Desk process in Salesforce and CPQ
• Build working relationships with cross-functional leaders
• Maintain trust center profiles and approved answer library
• Keep Salesforce and Jira records accurate and audit-ready
• Report on Assurance and Deal Desk volume, turnaround time and bottlenecks
• Contribute to GTM Operations process documentation and enablement

Required qualifications

• 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 wi
• Hands-on experience with Jira and Salesforce (or another CRM)
• Strong written and verbal communication skills
• Proficient in Excel or Google Sheets

Nice to have

• Familiarity with trust centers and security questionnaire platforms (Whistic, Vanta, SafeBase or similar)
• 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

Before you apply

• Must have and maintain the right to work in the United Kingdom from the first day of employment
• Visa sponsorship is not available

About the company

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. More than 1,500 firms in 60 countries use Addepar to manage and advise on nearly $10 trillion in assets.