Assurance & Deal Desk Analyst (Security & Compliance)

Location: Edinburgh, UK. Applicants must have and maintain the right to work in the United Kingdom from the first day of employment; visa sponsorship is not available.

Company

hirify.global is a global data and AI platform for investment professionals, providing portfolio, market, and client data management with AI-powered insights for more than 1,500 firms in 60 countries.

What you will do

• Own daily client and prospect Assurance operations, including due-diligence intake, prerequisite checks, trust center profile selection, and request tracking.
• Manage the Assurance Jira queue, review bespoke documentation and questionnaire requests, apply ARR-tier rules, route exceptions, and track turnaround targets.
• Coordinate accurate security and compliance questionnaire responses with Information Security & Risk, Legal, Compliance, and Product stakeholders.
• Support Deal Desk workflows in Salesforce and CPQ, including quote review, SOW and order form routing, approvals, policy compliance, pricing compliance, and escalation of non-standard terms.
• Maintain trust center profiles, approved answer libraries, Salesforce records, and Jira records in an accurate and audit-ready condition.
• Report on volume, turnaround time, and bottlenecks; improve processes, lead small-to-medium automation projects, and contribute to process documentation and enablement.

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; alternatively, at least two years of related experience with a Master’s degree.
• Strong organization, operational focus, process orientation, and experience managing concurrent requests, deadlines, handoffs, workflows, and SLAs.
• Hands-on experience with Jira and Salesforce or another CRM for managing queues, workflows, and records.
• Ability to work with cross-functional leaders in Information Security & Risk, 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, including the ability to explain policy and process to sales and client stakeholders.
• Sound judgment about when to apply rules and when to escalate; ability to work with little supervision.
• Proficiency in Excel or Google Sheets.
• Self-motivated and proactive, with the ability to take ownership, drive work to completion independently, and involve others when needed.

Nice to have

• Familiarity with trust centers and security questionnaire platforms such as Whistic, Vanta, or SafeBase.
• Experience with CPQ, SOC 2, ISO 27001, SIG, CAIQ, DDQ, or similar due-diligence questionnaires.
• Background in financial services, wealth management, or enterprise SaaS.

Culture & Benefits

• Values ownership, collaboration, client success, innovation, and continuous learning.
• Promotes a welcoming environment focused on inclusion and belonging.
• Provides reasonable accommodation for candidates with disabilities during hiring and employment.
• Equal opportunity employer committed to diverse ideas, experiences, perspectives, backgrounds, and identities.