Services Engagement Lead

ABOUT VISTA EQUITY PARTNERS

Vista Equity Partners is a leading global investment firm focused exclusively on enterprise software, data, and technology-enabled businesses. With more than $100 billion in assets under management and a portfolio of more than 85 software companies worldwide, Vista accelerates growth through operational excellence, shared expertise, and long-term partnership.

Vista’s presence in India continues to expand, supporting a growing community of professionals across technology, product, customer success, and operations and reinforcing India’s strategic role as a hub of innovation and talent within the Vista ecosystem.

Through its Agentic AI Factory, Vista is scaling Agentic AI across its global portfolio, enabling companies to integrate intelligent and responsible AI into products, operations, and decision-making. This initiative is supported by portfolio-wide learning programs, leadership workshops, and AI hackathons that foster innovation, build fluency, and accelerate the practical adoption of AI across teams.

ABOUT the company

The company is a leading provider of enterprise software solutions for the packaging, printing, and manufacturing industries. Our integrated systems streamline order management, production planning, scheduling, inventory, and business analytics, empowering customers to increase efficiency, reduce costs, and improve operational performance. With a strong commitment to innovation and customer success, the company delivers reliable technology supported by deep industry expertise.

With Vista’s investment and strategic guidance, we combine the agility of a growing technology organization with the scale, stability, and career mobility of a global software ecosystem.

OUR EMPLOYEE VALUE PROPOSITION

At the company, our people are our greatest differentiator. We create an environment where you can:

Purpose: Shape the future of manufacturing and supply chain operations by delivering mission-critical enterprise software used by industry-leading organizations.

Growth: Access continuous learning, leadership development, and cross-portfolio opportunities through Vista’s global network, accelerating both technical and managerial career paths.

Culture: Work in a collaborative, transparent, and people-first environment where values, accountability, and integrity guide every decision.

Innovation: Engage with cutting-edge technologies, including AI-driven automation, and contribute to modernizing customer-facing services and operational processes across the business.

The Services Engagement Lead is a key member of Professional Services within the company’s Customer Operations organization. This role owns the successful delivery of services engagements originated by Sales. It reviews statements of work before handoff, coordinates resources and delivery expectations, manages assigned service requests, monitors operational performance, and improves the processes and tools supporting service delivery.

JOB DESCRIPTION

• Partner with the company’s Sales team to represent Customer Operations during the sales cycle with customers and prospects, defining project scope, estimating delivery effort, pricing services, and negotiating commercial terms, particularly for packaging-industry engagements.
• Meet directly with customers, internal team members, and third-party the company partners to gather, refine, and document requirements for complex or high-value engagements.
• Work with the broader Services team to develop, maintain, and continuously improve the tools, templates, and processes used for Sales and Services scoping.
• Develop creative, customer-specific approaches to complex or first-of-a-kind scoping challenges.
• Collaborate with the broader Services team to maintain and improve GPT and AI system prompts and workflows.
• Collaborate with colleagues across Sales, Product, Development, and other departments to support broader organizational and process-improvement initiatives.

SKILLS AND EXPERIENCE

• At least five years of experience working in a Professional Services organization.
• Demonstrated experience representing Professional Services during the sales cycle.
• Experience defining and developing service-related statements of work or equivalent customer agreements.
• Experience in the corrugated packaging industry and familiarity with the company modules are preferred.
• Demonstrated people-leadership experience, including the ability to coach and develop employees, strengthen team performance, and improve customer service.
• Strong interpersonal and negotiation skills, with a high degree of self-motivation and the ability to work independently.
• Sound judgment and the ability to make effective decisions that may affect project execution, financial results, and customer relationships.
• Demonstrated ability to collaborate effectively across teams and functions.
• Proficiency with Microsoft Office, Salesforce, and Certinia.
• Excellent organizational, time-management, communication, and presentation skills.
• Proactive, energetic self-starter with the ability to manage multiple priorities in a dynamic environment.
• Regular travel is not expected; however, the successful candidate must be able to travel when business needs require it.

COMPENSATION AND BENEFITS

The expected base salary range for this position is $60,000–$90,000 per year. Final compensation will be determined based on relevant experience, qualifications, and internal equity.

The company offers a comprehensive benefits package that includes medical, dental, and vision insurance; a 401(k) with company match; paid time off and company holidays; and professional development and learning opportunities.