Client Director driving OpenText Professional Services sales, revenue, and implementations for financial-services clients. Managing enterprise opportunities, forecasts, projects, and executive relationships across Canada.
Responsibilities
Drive Professional Services sales, revenue generation, and client success across FSI and major banks
Collaborate with peers across North America to achieve bookings, revenue, margin, and client advocacy goals
Own all aspects of Professional Services within the territory
Drive services sales and support license and cloud opportunities
Ensure successful solution implementation
Serve as a trusted advisor and position the full Professional Services portfolio
Develop client solutions and build a pipeline to meet quarterly bookings targets
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 for senior leadership
Manage end-to-end T&M and fixed-fee project execution, including planning, resource forecasting, risks/issues, and delivery tracking
Support business development through RFP responses, opportunity tracking, and cross-functional alignment
Engage C-level stakeholders across commercial and public-sector clients
Drive process improvements and lead or mentor teams to improve 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
Strong preference for Financial Services industry experience
Strong understanding of complex business/technical processes and project management methodologies
Experience selling 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
Preference for candidates based in the Toronto/GTA area
Willingness to travel up to 3–4 days per week
Benefits
Benefits package supporting physical, emotional, and financial wellbeing
Variable and commission compensation opportunities for eligible roles
Vacation entitlement
Paid time off
Reasonable accommodation during the application or recruiting process
Diversity and inclusion commitment
Collaboration, innovation, and personal growth opportunities
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