FinServ Consultant, OpenText

$150.1-172.6k

+ Bonus

Senior and Expert level

Austin

Boston

Denver

New York

San Francisco Bay Area

Information management for enterprises

Be an early applicant

Information management for enterprises

1001+ employees

B2BArtificial IntelligenceEnterpriseBig dataContentMachine LearningSaaS

Be an early applicant

$150.1-172.6k

+ Bonus

Senior and Expert level

Austin

Boston

Denver

New York

San Francisco Bay Area

1001+ employees

B2BArtificial IntelligenceEnterpriseBig dataContentMachine LearningSaaS

Company mission

To enable intelligent and connected enterprises by managing, leveraging, securing and gaining insight into enterprise information, on-premises or in the cloud.

Job

Company

Role

Who you are

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

What the job involves

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
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

Our take

Founded back in 1991, OpenText offers software applications that manage content or unstructured data for enterprises such as large companies, government agencies or professional service firms.

The company has continuously built out its product suite over the years, keeping pace with the changing market. For example, in 2023 it launched OpenText Aviator, a generative AI platform for business networks and IT operations.

As a recognised market leader, this 25+ year old company shows no signs of slowing down. As well as internal development, it also adds to its value through acquisitions, such as that of MicroFocus in 2023.

Kirsty

Company Specialist at Welcome to the Jungle

Insights

21% employee growth in 12 months

Glassdoor (3.5)

Trustpilot (2.9)

Company

Company benefits

Education assistance
Wellness/fitness reimbursement
Time off to volunteer

Company HQ

Waterloo, ON

Leadership

Mark J. Barrenechea

(CEO & CTO)

Previously served as CEO and President of SGI and Rackable Systems, CTO for Computer Associates and Senior Vice President of Applications Development for Oracle.

Salary benchmarks

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