Vista Equity Partners

Recruitment

• Partner with operating executives, investment teams and portfolio leaders to understand workforce needs and hiring priorities across multiple portfolio companies.
• Develop and execute sourcing strategies for executive level roles within technology and product functions, with a heavy focus on AI.
• Deliver recruiting excellence for high growth, private equity backed businesses including post acquisition integrations and talent build outs.
• Work closely with our other Talent verticals across all aspects of talent including leadership development and recruiting operations.
• Provide talent market insights, salary benchmarking, and competitive intelligence to inform business and investment decisions.
• Manage and optimize candidate scorecards tied to our investment thesis, sourcing, market mapping, candidate assessment and screening, thoughtful interviewing, offer negotiation and onboarding coordination while ensuring exceptional candidate experience, with or without preferred partners.
• Design and refine employer brand narratives for both Vista and its portfolio companies, promoting innovation, growth and culture alignment.
• Track, analyze, and report on recruiting metrics to drive continuous improvement, incorporating AI to maximize results.
• Leverage ATS and CRM systems to maintain accurate data and build high quality, diverse talent pipelines.
• Collaborate with operating teams to standardize executive recruiting best practices and scale optimal ELTs across portfolio companies.

Consultant, Executive Talent Acquisition

Financial Planning and Analysis

• Lead or support technical accounting advisory projects, including audit preparation, purchase accounting, and transaction support.
• Oversee finance system implementations and transformation efforts from project kick-off through post–go-live stabilization.
• Assess, document, and redesign finance and accounting processes across key cycles (order to cash, procure to pay, record to report, payroll, and revenue recognition).
• Provide systems optimization and integration advisory for financial applications, ensuring alignment with Vista best practices.
• Deliver insights and recommendations to improve month-end close and financial reporting processes, including automation and AI-enabled efficiencies.
• Develop and deliver training and enablement sessions for portfolio company finance teams.
• Partner with company executives, external auditors, and technology vendors to drive execution and ensure timely, high-quality outcomes.
• Facilitate cross-portfolio collaboration, enabling best-practice sharing across the Vista network.

Senior Consultant, Finance & Accounting Operations

Architect

• Evaluate technology and cloud architectures during product and technology diligence
• Advise on modernization and transformation strategies
• Support the Cloud FinOps program
• Collaborate with CTOs and technical leaders across the portfolio
• Develop and communicate architecture roadmaps
• Contribute to technology diligence efforts

Associate Director, Technology Diligence – Architecture

Business Operations

• Work closely with VCT colleagues, investment team members, and portfolio company executives to drive core business operations initiatives across our portfolio companies that lead to clear business outcomes and enterprise value.
• Support Vista’s investment teams in conducting business diligence.
• Develop insights and recommendations on Revenue Quality maturity, efficiency, and improvement opportunities.
• Partner with portfolio company executives to implement Vista’s CBO best practices and execute on value creation plans.
• Manage workstreams, coordinate stakeholders, and ensure timely, high-quality deliverables.
• Contribute to continuous improvement of Vista’s value creation methodologies and best practices.

Senior Consultant, Core Business Operations – Value Creation

• Own logistics and agenda development for regular practice meetings and team initiatives
• Coordinate meeting materials and deck creation for key Practice Leader meetings including practice QBRs
• Focus on process and practice improvement initiatives, including updating best practice documentation, project staffing, or utilization reporting for practice
• Organize practice documentation and ensure all team members have up to date materials and knowledge
• In collaboration with SMEs, maintain centralized knowledge base for vendors/preferred partner relationships

Core Business Operations Practice Manager

Director

• Collaborate with internal and external stakeholders, including Operating Managing Directors, Investment Team leaders, Talent practice team members, and portfolio company CHROs/CEOs, to develop and implement Talent value creation initiatives
• Serve as steward of Vista’s Talent best practices, including attracting, retaining and developing talent in portfolio companies
• Promote operational excellence via standardization of Talent best practice service delivery
• Promote a culture of continuous improvement through deployment of Talent AI solutions and driving Talent innovations
• Navigate complex stakeholder dynamics to drive alignment on Talent priorities/best practices and deliver expected business outcomes
• Promote management team quality through building & deploying evaluation tooling and capabilities
• Produce Talent benchmarking analyses and insights that shape Talent team priorities
• Support community-building and best practice sharing initiatives throughout the Vista ecosystem

Associate Director, Talent Consulting – Value Creation

Product Marketing

• Support Vista’s investment teams in conducting GTM diligence, including assessing GTM strategy, talent, operating models, risks, and opportunities at potential targets
• Analyze and benchmark GTM functions against Vista best practices and market standards
• Develop insights and recommendations on GTM maturity, efficiency, and improvement opportunities
• Partner with portfolio company executives to implement Vista’s GTM best practices and execute on value creation plans
• Manage workstreams, coordinate stakeholders, and ensure timely, high-quality deliverables
• Contribute to continuous improvement of Vista’s GTM diligence and value creation methodologies
• Build credibility and trust with executives as a representative of Vista’s Value Creation Team
• Leverage AI tools (e.g., agents) to automate diligence processes
• Evaluate GTM opportunities and risks for new prospective investments
• Develop value creation plans for new portfolio companies
• Implement value creation initiatives across sales, marketing, and customer success

GTM Consultant, Value Creation

• Acting as an FP&A Business Partner collaborate with stakeholders to identify business needs and translate them into impactful, actionable analytics insights.
• Champion the adoption of generative AI and advanced analytics to drive innovation and operational efficiency.
• Provide strategic analytics guidance to Vista and portfolio company teams, ensuring alignment with key business objectives.
• Lead cross-functional analytics initiatives, managing timelines and deliverables to drive measurable business outcomes.
• Contribute to the development of team best practices, standardization of tools, and internal knowledge sharing.
• Communicate complex data insights clearly and persuasively to executive and non-technical audiences.
• Promote a data-driven culture by mentoring junior team members and advocating for analytics as a value creation lever.

Associate Director, Analytics – FP&A Business Partner

Program Manager

• Drive priority AI initiatives and provide critical leverage to the Director of AI & Impact in advancing Vista’s AI strategy
• Oversee program execution across practice groups, portfolio companies, and leadership forums
• Manage workflows, synthesize insights, measure outcomes, and drive cross-functional coordination
• Drive coordination of AI initiatives and frameworks that provide structure, benchmarks, and best practices across the portfolio
• Ensure portfolio companies are connected to Vista’s AI vision through CEO forums, executive communications, and consistent reporting
• Support internal coordination of AI program updates, tracking progress across practice groups and portfolio companies
• Develop and manage AI communication strategy, including newsletters, enablement resources, and event content
• Capture and share best practices, case studies, and success stories to accelerate adoption across the portfolio
• Enhance knowledge management systems and infrastructure to support the scaling of AI priority initiatives across Vista

Analyst, AI Program Management

Accountant

• Prepare and review consolidated financial statements, management reports, and supporting schedules across multiple reporting levels.
• Present quarterly and annual results to leadership and assist in financial analysis for executive review.
• Ensure timely and accurate reporting in compliance with US GAAP and company policies.
• Draft and coordinate annual financial statements, including disclosures and footnotes.
• Support external audit processes by preparing audit schedules and responding to auditor requests.
• Research and interpret new accounting standards; draft accounting policies and technical accounting memos.
• Provide guidance on corporate accounting issues.
• Maintain and enhance internal control procedures over financial reporting.
• Evaluate accounting processes for best practices and risk management.
• Identify opportunities to streamline reporting processes and improve efficiency.
• Partner with FP&A, General Partner, and Tax teams to provide financial insights and support strategic initiatives.
• Support ad hoc financial analysis and special projects for leadership.

Senior Accountant

IT Support

• Deliver exceptional end-user support with excellent communication, responsive follow-through, and strong advocacy for end-user needs.
• Serve as the first point of contact for end users seeking technical assistance in person, over the phone, via email, or through Vista’s ITSM platform (JSM – Jira Service Management).
• Perform in-person and remote troubleshooting for desktops, laptops, mobile devices, and enterprise applications.
• Provide Tier 1 and Tier 2 support, escalating to Tier 3 as appropriate.
• Manage critical IT processes such as employee onboarding/offboarding, including provisioning and deprovisioning of software licenses, accounts, and devices.
• Support and maintain IT assets and inventory for both hardware and software.
• Administer Microsoft Entra ID (Azure AD), Active Directory, and Group Policy, including MFA, conditional access, and role-based access management.
• Support SharePoint Online and Microsoft Teams sites, including governance, permissions, and integration with M365 services.
• Configure and support A/V conference room platforms (Zoom, Microsoft Teams Rooms, Crestron, Poly, Logitech, etc.), ensuring reliable meeting experiences.
• Manage enterprise MDM platforms (Intune, Jamf), including compliance policies, endpoint security, and automated deployments for Windows, MacOS, and iOS devices.
• Leverage AI tools such as ChatGPT, Microsoft Copilot, and Claude to automate IT workflows, enhance knowledge bases, and enable self-service solutions for end users.
• Identify and suggest improvements to IT processes and knowledge management documentation.
• Collaborate with IT team members on projects, taking ownership of assigned deliverables and contributing as a key technical resource.
• Provide mentorship and guidance to junior IT staff; demonstrate initiative and leadership in problem-solving and project execution.
• Assist in managing vendor relationships and coordinating onsite vendor activities (e.g., printers, networking, video conferencing, repairs).
• Evaluate existing systems and recommend technology upgrades and replacements as required.

IT Support Specialist

Affiliate Manager

Develop and maintain an effective Loopio (fka RFPio) systems governance framework.
• Maintain and update the database of Capital and Partner Solutions (CAPS), Finance and Compliance approved due diligence questionnaire (DDQ) responses to improve proposal quality and team productivity.
• Ensure that responses uploaded have been approved by Compliance according to a pre-determined verification schedule, add new entries when appropriate, and make updates as required.
• Coordinate with various subject matter experts throughout the firm to track and manage new DDQ response creation; know where to find applicable data, or request the data as needed.
• Provide input on the technology and features roadmap for Loopio within the organization, including governance policies, best practices, and standards and in close partnership with the Firm’s business applications and technology partners.
• Maintain a working knowledge and familiarity of relevant fund offering documents, historical and current information on the firm, its strategies, investment approaches, portfolio characteristics, assets under management and investment teams.
• In partnership with the Firm’s business applications and technology team: Lead the design, development, configuration, and customization of Loopio workflows, forms, and other collaborative features; Manage overall operation and maintenance of Loopio, including any related support or outsourced services; Power user to manage Loopio permissions, user access, and security settings; Ensure the scalability, reliability, and performance of the Loopio platform; Troubleshoot and resolve issues related to Loopio functionality and integration; and Proactively respond to and resolve system and user issues.
• Collaborate with cross-functional teams to understand business processes and requirements, recommending Loopio solutions for process optimization and automation; Provide training, guidance, and support to end users to promote effective and efficient use of Loopio; Train new employees to navigate Loopio, including developing and creating how-to guides for users; Coordinate across multiple groups within the firm to manage investor requests and due diligence questionnaires, meeting established deadlines; Identify opportunities to improve internal processes and efficiencies.

Associate, Capital & Partner Solutions

Executive Assistant

• Manage and coordinate logistics for meetings, events, and travel for executives supported and when necessary, members of their team
• Ensure supported executives are prepared with all materials and information for meeting, events, and travel by compiling reports and/or presentations
• Set up and break down catering, facilities, and A/V for meetings
• Provide back up coverage for administrative team members in the office, including reception and office services
• Generate reports in Excel and PowerPoint
• Prepare expense reports utilizing Concur
• Maintain and protect highly confidential corporate information; act as first point of contact internally and externally; work independently with minimal supervision
• Role is based in Austin, TX and is for an immediate start

Artificial Intelligence

• Build AI-First Workflows
• Automate multi-step processes across CRM, email, messaging platforms, and data systems
• Orchestrate LLM-powered agents for research, summarization, outreach, and follow-ups
• Implement Retrieval-Augmented Generation (RAG) pipelines to surface the right data at the right time
• Connect APIs, webhooks, and automation tools to create a unified “system of insight”
• Maintain two-way integrations between CRM and external data providers
• Ensure data is enriched, clean, and continuously updated from trusted sources
• Enable Persistent Intelligence
• Build AI memory for past interactions, key contacts, and organizational knowledge
• Configure triggers that prompt timely, relevant engagement based on live data signals
• Tune AI prompts and workflows for accuracy, speed, and user adoption
• Rapidly Prototype & Deploy
• Partner with business leaders to identify high-friction workflows
• Deliver MVP automations quickly, test impact, and scale successful pilots into production systems
• Continuously refine orchestration logic to improve accuracy, speed, and user adoption