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Lead Solutions Consultant - Financial Services (US Virtual)

Req id:  37907

Virtual, US



As the Information Company, our mission at OpenText is to create solutions and deliver services that redefine the future of digital. Be part of a winning team that leads the way in Enterprise Information Management. 

The Opportunity...
There has never been a better time to join the OpenText family, one of the most exciting, transformational platforms in the market today. Are you driven and excited to sell a wide range of innovative products designed to help businesses digitize their processes and supply chains and discover the value in their information? Do you enjoy working with organizations in all industries to solve real-world business problems? Then joining the Business Network Team at OpenText could be your next move. 


You’re Great at…
Engaging with customers and prospects to understand their current architectural landscape, current business process, environment, and ecosystem. You understand how and why application integration is critical to an organization's future and how automation and efficiency can drive profitability. Translating this into real business insight and how the OpenText platform can help organizations be more successful.


What does it Take...

  • The NA Solution Consulting team is a trusted advisor to the OpenText customer and Sales teams. 
  • 5+ years in software development or pre-sales with proven ability to understand and analyze prospects' needs and identify and develop and present appropriate OpenText solutions.
  • Financial services industry and the integration challenges banks face in services their customers.  
  • You are an expert at Application to Application Integration and Enterprise Application Integration (EAI)
  • Solution architect looking to solve integration problems with public and private clouds and work in a dynamic and exciting customer-facing role.
  • The ability to master a broad range of expertise ranging from understanding the business process to collecting and analyzing business and technical requirements.
  • Services model on a global basis that includes: Upfront implementation, service level agreements, data center operations, ongoing customer management, and change management
  • Developing and presenting clear and concise product briefings.  Proficiency in MS Word, MS PowerPoint
  • Provide business process and technical expertise
  • Lead the technical qualification, opportunity assessment, and solution design and proposal phases.  
  • Work with sales to analyze the client’s business processes and technical requirements. 
  • Propose the best solution that generates profitable revenue for OpenText and meets the client’s business and technical needs.  
  • Works closely with solution definition and delivery teams to develop implementation plans, estimates, for proposals 
  • Assist in developing the client’s business case for the recommended solution.
  • Ensure a smooth transition from pre-sale solution to post-sales implementation. 
  • Respond to RFPs/RFIs/RFQs.
  • Create and deliver demonstrations, presentations, and/or prototypes that map features/benefits of OpenText to specific business and technical needs.
  • Provide ongoing technical support to well-qualified prospects conducting evaluations.  This may include training, programming of examples, third-party software, trouble-shooting, and best-practices consulting. 
  • Provide advice to sales management. 
  • Work closely with sales management to establish in-depth account plans and strategies.
  • Assist sales in getting answers to questions and issues.  
  • Serve as liaison between OpenText sales and solution delivery.
  • Work with marketing and sales on sales collateral. 


OpenText's efforts to build an inclusive work environment go beyond simply complying with applicable laws. Our Employment Equity and Diversity Policy provides direction on maintaining a working environment that is inclusive of everyone, regardless of culture, national origin, race, color, gender, gender identification, sexual orientation, family status, age, veteran status, disability, religion, or other basis protected by applicable laws. If you need assistance and/or reasonable accommodation due to a disability during the application or recruiting process, please contact us at

We believe that our values are the compass that steers us in the right direction and helps us stay true to our mission. These values will not only guide our everyday decisions but also influence our strategic direction and the way we work. They reflect who we are as individuals and as a collective force, uniting us in our shared purpose. 

We create economic growth that is inclusive and sustainable. 

The world’s most trusted companies trust OpenText, and we demonstrate this in our actions as individuals, as a company, and as technology. 

We build global communities of purpose and challenge by supporting each other to exceed expectations and solve complex problems. 

We set high standards and exceptions, to learn, to be better. 

We tap into our creativity to deliver incredible experiences for customers, to ourselves, and for our planet. 

We believe a workplace should be human above all else. We ask excellence of our employees and reward it by creating an environment that is welcoming, challenging and that encourages real growth and development, not empty platitudes, or trinkets.” - Mark Barrenechea, CEO & CTO

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