Position Summary
Vista Equity Partners is seeking an experienced Marketing Operations Lead to build and oversee the firm’s optimized marketing infrastructure. This individual will serve as the operational backbone of Vista’s marketing organization - driving efficiency, consistency, and excellence across digital platforms, campaign execution, analytics, and reporting.
Overseeing a small team responsible for Vista’s web properties, email and paid channels, the Marketing Operations lead will advance marketing performance. The ideal candidate is a business partner and clear communicator who excels at building programs, SOPs and relationships to manage the day-to-day rhythm of marketing operations. They will also be passionate about enabling scalable growth through modern marketing technology, automation, and emerging AI-driven tools.
Reporting to the SVP, Corporate Marketing and Events, this newly created role will stand up the Marketing Operations function, partnering closely with Vista’s Corporate Marketing, Private Wealth Marketing, Private Wealth Solutions and CAPS teams, as well as data, IT, and external agency partners.
Responsibilities
Marketing Operations Function Leadership
- In support of marketing initiatives spanning Corporate, Private Wealth and Institutional Investor audiences, and in partnership with Marketing leadership, translate marketing strategy into operational plans.
- Ensure cross-functional alignment with Sales, Communications, IT, Product/IR, and Legal and Compliance teams.
- Implement and oversee project management rhythms, including planning cycles, status reporting, campaign calendars, and cross-team communication cadences.
- Participate in or lead agile marketing ceremonies (standups, sprint planning, retros) to drive cross-functional alignment and rapid execution.
Analytics & Performance Measurement
- Drive integrated measurement and reporting processes across Vista's marketing channels (web, paid media, email, social, events).
- Deliver dashboards, insights, and performance readouts that empower teams to make timely, data-driven decisions.
- Analyze funnel performance, attribution, audience behavior, and ROI to guide strategic decisions and optimize impact.
Campaign Operations
- Develop and manage the end-to-end campaign production process - from intake and prioritization to trafficking, QA, deployment, and performance reporting.
- Create clear templates, workflows, and SOPs to ensure consistent execution across teams and channels.
- Collaborate with channel owners (email, web, paid) to ensure consistent campaign tagging, QA, and measurement.
- Enable scalable personalization and segmentation through structured processes and data utilization.
Platform Administration & Vendor Management
- Partner with IT and Martech teams to ensure marketing systems (automation, CRM, analytics, and reporting) are functioning effectively and integrated with firmwide infrastructure.
- Oversee marketing technology platforms (CRM, email systems, website CMS, analytics tools, automation platforms) in partnership with Vista’s Martech lead.
- Proven experience with content management platforms such as WP Engine, Marketo, Seismic, Canva, etc.
- Responsible for developing processes for content development, storage and delivery of content to the website, via email, etc.
- Evaluate and implement new tools that improve efficiency or insight.
- Train teams on best practices and ensure systems are used consistently.
Innovation & AI-Driven Optimization
- Evaluate and introduce AI-enabled tools and workflows that accelerate campaign development, improve insight generation, and enhance personalization.
- Stay informed on industry trends, emerging technologies, and best-in-class marketing operations practices.
Qualifications
- 12+ years of experience in marketing operations, analytics, or Martech management preferably building a similar function within asset management, alternative investments or wealth management.
- Proven expertise in building and managing marketing automation, CRM, analytics, and reporting systems.
- Strong understanding of data structures, integration frameworks, and marketing performance metrics.
- Experience overseeing vendor management, system governance, and process automation initiatives.
- Demonstrated ability to create and scale processes within complex, matrixed environments.
- Hands-on experience with tools such as Salesforce, Marketo, Cvent, Sprout Social, Zoom Webinar, SEM Rush, Vidyard, Seismic, Looker//Power BI, project management platforms (Wrike, Smartsheet, Jira) and workflow automation solutions (AI).
- Exceptional communication and stakeholder management skills.
The annualized base pay range for this role is expected to be between $175,000 – $275,000. Actual compensation will vary based on experience, expertise, and geographic location. Additional components include annual performance-based bonuses and a comprehensive benefits package.
Company Overview
Vista is a global technology investor that specializes in enterprise software. Vista’s private market strategies seek to deliver differentiated returns through a proprietary and systematic approach to value creation developed and refined over the course of 25 years and 600+ transactions. Today, Vista manages a diversified portfolio of software companies that provide mission-critical solutions to millions of customers around the world. As of June 30, 2025, Vista had more than $100 billion in assets under management. Further information is available at vistaequitypartners.com. Follow Vista on LinkedIn, @Vista Equity Partners, and on X, @Vista_Equity.
