Client Director – Financial Services

🕒 July 28

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OpenText

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1991

🏢 Enterprise

☁️ SaaS

🤝 B2B

💰 $1G Post IPO debt on 2022-12

Enterprise • SaaS • B2B

OpenText is a Canadian enterprise software company that provides enterprise information management solutions and cloud-based services. It offers products for enterprise content management, document and records management, information governance, collaboration, and related IT/cloud operations, serving business customers with both on-premises and SaaS delivery models. The company's public materials emphasize enterprise-focused careers, cloud and IT operations, client success, and professional services.

📋 Description

• Drive revenue growth by developing client solutions and building a strong pipeline to meet quarterly bookings targets • Partner with sales to expand existing accounts through solution delivery, enhancements, and managed services • Lead opportunity lifecycle management including forecasting, SOW/proposal creation, approvals, and Salesforce (CEM) updates • Negotiate project scope, timelines, and costs with internal teams and external vendors • Own revenue forecasting and reporting, providing accurate quarterly updates to senior leadership • Manage end-to-end project execution (T&M and fixed fee), including planning, resource forecasting, risk/issues, and delivery tracking • Support business development through RFP responses, opportunity tracking, and cross-functional alignment • Engage with C-level stakeholders across commercial and public sector clients (government, education, federal) • Drive process improvements and lead/mentor teams to enhance delivery and operational efficiency

🎯 Requirements

• 10+ years of IM/IT experience with a degree/diploma or equivalent; 7+ years working with enterprise IT systems • Proven track record of selling into enterprise clients, with a preference for Financial Services industry experience • Strong understanding of complex business/technical processes and project management methodologies • Experience selling and delivering Professional Services, including opportunity sizing and solution estimation • Expertise in large-scale ECM implementations and mapping business needs to solutions (e.g., OpenText) • Demonstrated success managing and closing engagements ($1M+ annually preferred) • Background in major consulting firms and experience with enterprise clients (Ontario region preferred) • Strong executive presence, communication skills, and professionalism • High ownership mindset with a commitment to meeting client needs • Bilingualism in English and French is an asset, as the role may involve supporting French-speaking clients and stakeholders • Willingness to travel up to 3–4 days per week

🏖️ Benefits

• Thoughtfully designed benefits package that supports your physical, emotional, and financial wellbeing