Assurance & Deal Desk Analyst (EDI)
- Location
- City of Edinburgh, Scotland, United Kingdom
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 elevate … 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 ...