OpenText

Lead Solutions Consultant

OpenText$125K — $150K *
US-AnywhereRemote in United States
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years in solution consulting, presales, or software delivery
  • Strong grasp of financial services integration needs
  • Knowledge of B2B, API-based, and enterprise application integration
  • Familiarity with a variety of technologies like SaaS and EDI
  • Exposure to financial integration platforms like Gentran and MuleSoft
  • Ability to simplify technical jargon for non-technical stakeholders
  • Excellent written and verbal communication skills

Responsibilities

  • Engage with financial services clients to understand their integration challenges
  • Translate complex financial service needs into clear solution proposals
  • Lead technical qualifications and solution design efforts
  • Collaborate with Sales on opportunity assessment and account planning
  • Present solutions confidently to senior financial services stakeholders
  • Respond to RFPs and RFIs with targeted financial services content
  • Support proofs of concept with guidance and best practices

Benefits

  • Work on impactful projects with top global banks
  • Collaborative work culture emphasizing innovation and growth
  • Comprehensive benefits package
  • Continuing education and career advancement opportunities
Full Job Description
Business Network Overview

OpenText Business Network is a global leader in B2B integration, powered by the world's largest business network in the cloud. Our solutions help financial institutions and enterprises digitize their supply chains, streamline corporate payments, strengthen client onboarding, and modernize complex integration processes. We support a wide range of technologies and standards including SaaS, EDI, REST, JSON, SWIFT, ISO20022, and more.

The Opportunity

As a Lead Solution Consultant, you will be a key driver in helping financial institutions understand how OpenText Business Network solutions can solve their most important integration, automation, and compliance challenges. You will partner closely with Sales, Product, and Delivery teams to design and present integration and visibility solutions that support payments, cash management, onboarding, real-time reporting, and global connectivity. This role is strategic and client-facing, blending solution expertise with financial services domain knowledge. You will guide banks, insurers, and corporate treasury teams through complex financial integration needs, including corp to bank connectivity, and help them unlock the full potential of the OpenText platform.

You Are Great At

  • Engaging with financial services s to understand their business processes, integration challenges, and regulatory needs
  • Translating complex FS requirements into clear solution proposals and compelling demonstrations
  • Leading technical qualification, solution design, and proposal development for FS opportunities
  • Partnering with Sales to drive opportunity assessment, deal strategy, and account planning
  • Presenting to senior FS stakeholders with clarity, confidence, and a strong command of industry needs
  • Responding to RFPs and RFIs with focused, high impact FS content
  • Supporting proof of concepts with hands on guidance, best practices, and troubleshooting
  • Working with Delivery to ensure smooth implementation transitions for FS accounts


What It Takes
  • 5 plus years of experience in solution consulting, presales, or software delivery
  • Strong understanding of financial services integration needs including payments, cash management, onboarding, compliance, and global messaging
  • Deep knowledge of B2B, API based integration, and enterprise application integration
  • Familiarity with SaaS, EDI, REST, JSON, SWIFT, ISO20022, SAML, SOA, AWS, and GCP
  • Exposure to platforms such as Gentran, Axway, Sterling, Volante, FIS, Finastra, Bottomline, MuleSoft, and GXS
  • Ability to simplify technical concepts for business leaders and FS executives
  • Strong communication skills written and verbal
  • Comfort working independently and in fast paced team environments
  • Willingness to travel to support client engagements
  • Proficiency in PowerPoint and Word
  • Bachelor's degree required; industry certifications or FS training preferred


Why OpenText
  • Work on high value Financial Services use cases with leading global banks
  • Be part of a collaborative culture that values innovation, teamwork, and growth
  • Competitive compensation and benefits
  • Opportunities for continuous learning and advancement

About OpenText

OpenText Corporation is a Canadian company that develops and sells enterprise information management software. The company is headquartered in Waterloo, Ontario, Canada. OpenText software applications manage content or unstructured data for large companies, government agencies, and professional service firms. OpenText aims to help customers digitize their operations and optimize their information management processes. The company has made several acquisitions over the years to expand its product offerings and customer base. OpenText has a global presence with offices in North America, Europe, Asia, and Australia.
Learn more about OpenText
Size
14,300 employees
Market Cap
$7.8 billion
Industry
Founded
1991
5 Year Trend
+8.8%
NASDAQ

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