FinServ Consultant

OPENTEXT - THE INFORMATION COMPANY

OpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a member of our team, you will have the opportunity to partner with the most highly regarded companies in the world, tackle complex issues, and contribute to projects that shape the future of digital transformation.

AI-First. Future-Driven. Human-Centered.

At OpenText, AI is at the heart of everything we do-powering innovation, transforming work, and empowering digital knowledge workers. We're hiring talent AI can't replace to help us shape the future of information management. Join us.

Your Impact:

As a Solutions Consultant with deep financial services expertise, you'll play a strategic role in guiding institutions through the adoption of AI-driven solutions that tackle regulatory, operational, and analytical challenges. Working closely with Account Executives, Services teams, and Strategic Partners, you'll lead high-impact client engagements that align AI capabilities with complex business objectives.

Drawing on your background in banking, capital markets, insurance, or fintech, you'll assess client needs in key areas such as risk modeling, fraud detection, customer intelligence, compliance, and portfolio optimization. You'll translate these needs into actionable AI architectures, build compelling business cases that quantify ROI, and help shape go-to-market strategies in collaboration with sales leadership.

This role is ideal for professionals who operate at the intersection of finance, emerging technology, and business transformation and are passionate about helping clients unlock real value through practical AI adoption.

WHAT THE ROLE OFFERS:

• Partner with OpenText sales account executives to develop and execute sales strategies that align with customer objectives in the Financial Services/Insurance industries.
• Act as a trusted technical advisor to customers, guiding them through OpenText's solutions and capabilities.
• Able to identify customer business drivers (C-level initiatives) and relate them to OpenText Content Cloud and Artificial Intelligence solutions. Interact with Sales, Global Services, and Partners to create and finalize Solution offerings and initial Project delivery plans.
• Interact with Sales, Global Services, and Partners to create and finalize Solution offerings and initial Project delivery plans.
• Respond to and manage the RFP and RFI process. Build and deliver proof of concepts. Assist Account Executives in relationship management, and technical sales information/tools development.

WHAT YOU NEED TO SUCCEED:

• 5+ years of experience on projects with a background in business/technical analytics.
• Knowledge in content management/workflow, AI, machine learning, or data analytics solutions, preferably within enterprise software, SaaS, or cloud environments.
• Able to interact comfortably with technical resources and respond confidently to technical questions.
• Past experience of more than 3 years within Financial Service industry
• Strong presence, business acumen, and excellent presentation skills are essential, along with strong written communication skills at the executive level.
• Solution selling and value-based selling approach.
• Technical skills to configure and customize solution demonstrations.
• Ability to learn, understand, and communicate complex technical concepts and develop skills to create compelling solutions that demonstrate business value.
• General Guidewire knowledge is a plus.

This job is expected to pay a minimum of $150,100 USD per annum and bonus in addition to a comprehensive and competitive group benefit and healthcare plan. Individual compensation will be determined based on skills and experience comparable to the job requirements and market standard.

OpenText's commitment to diversity and inclusion surpasses legal requirements, evident in our Equal Employment Opportunity Statement of Policy which promotes a respectful and empowering environment for employees of all backgrounds, 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 a reasonable accommodation due to a disability during the application or recruiting process, please contact us at hr@opentext.com. Our proactive approach fosters collaboration, innovation, and personal growth, enriching OpenText's vibrant workplace.