Business Analyst, Investment Technology

Vista Equity Partners

Business Analyst supporting marketing technology operations at Vista Equity Partners. Driving effectiveness across fundraising, marketing teams with a deep understanding of the MarTech stack.

Posted 5/1/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $85,000 - $120,000 per yearWebsite

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Own Vista’s marketing technology stack, including email marketing platforms, campaign management systems, content management systems (CMS), marketing automation tools, and digital analytics solutions; serve as the primary subject-matter expert across these platforms.
Administer MarTech platforms day-to-day, including user provisioning, system configuration, data hygiene, audience segmentation, and vendor relationship management.
Serve as the go-to resource for marketing team enablement, including platform training, adoption programs, and troubleshooting across the MarTech ecosystem.
Maintain a comprehensive MarTech tool inventory; track platform contracts, SLAs, and renewal timelines; and proactively identify consolidation or optimization opportunities across the stack.
Coordinate with the technology team on integrations between marketing platforms and core infrastructure, including Salesforce Data Cloud, Snowflake, and other data systems to ensure seamless data flow and campaign execution.
Support data segmentation and audience management within Salesforce Data Cloud, partnering with marketing and technology teams to build, maintain, and activate audience segments that drive targeted investor and prospect outreach.
Leverage AI tools and automation platforms, including Claude and Claude Code, to accelerate campaign workflows, streamline data processing tasks, and identify opportunities to embed intelligent automation across the MarTech stack.
Maintain accurate CRM data across investor and prospect records, pipeline tracking, and fund activity.
Build and maintain dashboards and reports in Salesforce to support pipeline visibility and management.
Prepare data-driven materials and analyses supporting investor outreach and fundraising campaigns.
Identify workflow gaps and partner with technology to improve or automate fundraising processes.
Partner with investor relations and distribution teams to translate business needs into system improvements.

Requirements

What you’ll need

Two to five years of experience in a business analyst, operations, or technology support role, preferably within financial services, asset management, or a related industry.
Hands-on experience with CRM and marketing technology platforms, preferably including Salesforce and Salesforce Data Cloud; experience with marketing automation tools such as Marketo and Cvent is a strong plus.
Strong familiarity with the modern MarTech landscape, including email marketing, multi-channel campaign management, marketing automation, audience segmentation, digital analytics, attribution modeling, and content management systems.
Demonstrated ability to gather business requirements, document user stories or functional specifications, and support technology delivery.
Strong analytical skills with experience building reports or dashboards in tools such as Salesforce, PowerBI, Sigma, or Excel.
Ability to manage multiple concurrent responsibilities with strong organizational skills and attention to detail.
Excellent verbal and written communication skills; able to explain technical concepts to non-technical business users.
Bachelor’s degree in business administration, information systems, marketing, finance, or a related field, or equivalent work experience.
Demonstrated AI and automation mindset, with hands-on experience using AI-powered tools such as Claude, Claude Code, or similar platforms to drive productivity and process improvement; experience building or maintaining automated workflows in a business or marketing operations context is a plus.
Experience in or exposure to private equity, investment management, investor relations, or wealth management is preferred but not required.
Ability to exercise discretion and appropriate handling of confidential and sensitive information.

Benefits

Comp & perks

Competitive salary
Comprehensive benefits package
Annual cash bonus
Professional development opportunities
Remote work flexibility
Health insurance
Retirement plans

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

CRMmarketing technologyemail marketingcampaign managementmarketing automationaudience segmentationdigital analyticsreport buildingdata processingautomation workflows

Soft Skills

analytical skillsorganizational skillsattention to detailverbal communicationwritten communicationproblem-solvingcollaborationtrainingtroubleshootingbusiness requirements gathering