InfoSum

Compliance

• Primary Focus: Customer Security & Compliance Questionnaires
• Own and manage the completion of customer due diligence requests, including security questionnaires, RFPs, and vendor assessments
• Act as the central point of contact for all customer compliance and security queries
• Develop deep product knowledge to provide accurate, consistent, and high-quality responses
• Work closely with Product, Engineering, and Legal teams to gather and validate information
• Support ISO and SOC 2 audit processes, including control monitoring and evidence collection
• Assist in maintaining internal compliance documentation and controls
• Participate in internal audits and track remediation activities
• Contribute to improving processes for handling customer compliance requests

Junior Compliance Officer

Customer Success Manager

• Independently lead day-to-day interactions
• Act as the client’s go-to advocate and navigate internal processes at InfoSum and the client to provide a high level of customized service for the client
• Build the client’s ability to operate the InfoSum platform for more complex use cases
• Track performance and success of client’s data collaboration strategy to ensure InfoSum is driving towards the best possible outcome for the client / their partners
• Develop a perspective on the viable use cases of InfoSum for each client, seek alignment from the client with support of manager to achieve leadership buy-in, and develop a plan for implementation of new use cases
• Initiate and lead discussions regarding renewal of contracts, with support from manager to establish appropriate commercials and achieve client senior leadership buy-in
• Align on success metrics with the client and build a shared plan to address barriers to growth
• Run a reliable and organized account process that keeps InfoSum on top of deadlines and capable of seamlessly introducing new revenue growth initiatives
• Additional responsibilities as and when required by the business

Junior Compliance Officer

Customer Success Associate