Core Business Operations Senior Consultant, Value Creation

We are seeking an experienced back-office operator or consultant with deep exposure to B2B SaaS workflows—particularly in deal desk enablement, lead-to-cash (L2C) transformation, and contract lifecycle management to join Vista’s Value Creation Team (VCT) in the Core Business Operations (CBO) Practice. Vista’s Core Business Operations Team serves as a trusted advisor to portfolio company leaders to drive execution across strategic initiatives focused on back-office excellence, particularly in renewal process optimization, contract lifecycle improvements, and deal desk enablement. A significant focus is accelerating AI adoption in the back office including tooling research and evaluations, use case ideation, and sharing lessons learned across the portfolio. You will contribute to both pre-investment business diligence (assessing market-leading software businesses) and post-investment transformation (working directly with portfolio leaders to unlock enterprise value).

This role is based in Austin, TX or remote locations and is available for an immediate start.

As a Senior Consultant on the team, you will:

• Work closely with VCT colleagues, investment team members, and portfolio company executives to build and execute on value creation plans, including implementation of Vista’s CBO best practices.
• Support Vista’s investment teams in conducting business diligence.
• Develop insights and recommendations on Revenue Quality maturity, efficiency, and improvement opportunities.
• Evaluate and implement deal desk policies in Salesforce or other CRM systems.
• Conduct contract analysis using AI tools and translate findings into renewal, pricing, and risk strategies.
• Manage workstreams, coordinate stakeholders, and ensure timely, high-quality deliverables.
• Contribute to continuous improvement of Vista’s value creation methodologies and best practices.

• 4-6 years of professional experience in management consulting or B2B SaaS environments—ideally in RevOps, LegalOps, or L2C-related operations.
• Experience with commercial due diligence a plus (but not required).
• Demonstrates the ability to foster teamwork while working on projects and ability to work independently with little supervision when needed.
• Strong analytical skills, with the ability to interpret data and translate insights into clear, actionable strategies.
• Demonstrated ability to execute in a fast-paced, dynamic environment with multiple engagements and shifting priorities.
• Exceptional communication and interpersonal skills, capable of influencing and building consensus among diverse stakeholders.
• Business acumen and familiarity with B2B SaaS lead to cash and back-office processes.
• High emotional intelligence, adaptability, and intellectual curiosity.
• Experience with Salesforce or CLM tools strongly preferred.
• Familiarity with AI tools (e.g., ChatGPT, Claude).
• Willingness to travel up to 25% of time.

The annualized base pay range for this role is expected to be between $130,000 - $150,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant’s skill set. The base pay is just one component of the total compensation package for employees. Other components may include an annual cash bonus and a comprehensive benefits package.

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 650+ 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.