Principal Solutions Consultant
2 days ago
Montreal, Quebec, Canada
Socket.dev
Full-time
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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 are hiring talent AI can't replace to help us shape the future of information management. Join us.
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, ISO 20022, and more.
The Opportunity As a Principal Solutions Consultant, you will be a key driver in helping financial institutions understand how OpenText Business Network solutions can address 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 is a strategic, client-facing role that combines solution expertise with financial services domain knowledge. You will guide banks, insurers, and corporate treasury teams through complex financial integration needs—including corporate-to-bank connectivity—and help them unlock the full potential of the OpenText platform.
You Are Great At
Engaging with financial services organizations to understand their business processes, integration challenges, and regulatory needs
Translating complex financial services requirements into clear solution proposals and compelling demonstrations
Leading technical qualification, solution design, and proposal development for financial services opportunities
Partnering with Sales to drive opportunity assessment, deal strategy, and account planning
Presenting to senior financial services stakeholders with clarity, confidence, and a strong understanding of industry needs
Responding to RFPs and RFIs with focused, high-impact financial services content
Supporting proof-of-concepts with hands-on guidance, best practices, and troubleshooting
Working with Delivery to ensure smooth implementation transitions for financial services accounts
What It Takes
5+ 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, ISO 20022, 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 financial services executives
Strong written and verbal communication skills
Ability to work independently and effectively in a fast-paced team environment
Willingness to travel to support client engagements(? mistake - This should be Willingness to travel to support client engagements but I see missing line. Let's correct... We'll fix final. Proficiency in PowerPoint and Word
Bachelor’s degree required; industry certifications or financial services training preferred
ONE LAST THING OpenText is more than a corporation—it’s a global community built on trust, character, and purpose. Here, we act ethically, care deeply about people, and always put our clients first. We help teams succeed through collaboration, tackle challenges with resilience, and innovate with intention.
Join us on our mission to drive positive change through privacy, technology, and teamwork. At OpenText, we don’t just have a culture—we live our values. Choose us because you want to be part of a company that empowers you to make a meaningful impact.
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
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 are hiring talent AI can't replace to help us shape the future of information management. Join us.
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, ISO 20022, and more.
The Opportunity As a Principal Solutions Consultant, you will be a key driver in helping financial institutions understand how OpenText Business Network solutions can address 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 is a strategic, client-facing role that combines solution expertise with financial services domain knowledge. You will guide banks, insurers, and corporate treasury teams through complex financial integration needs—including corporate-to-bank connectivity—and help them unlock the full potential of the OpenText platform.
You Are Great At
Engaging with financial services organizations to understand their business processes, integration challenges, and regulatory needs
Translating complex financial services requirements into clear solution proposals and compelling demonstrations
Leading technical qualification, solution design, and proposal development for financial services opportunities
Partnering with Sales to drive opportunity assessment, deal strategy, and account planning
Presenting to senior financial services stakeholders with clarity, confidence, and a strong understanding of industry needs
Responding to RFPs and RFIs with focused, high-impact financial services content
Supporting proof-of-concepts with hands-on guidance, best practices, and troubleshooting
Working with Delivery to ensure smooth implementation transitions for financial services accounts
What It Takes
5+ 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, ISO 20022, 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 financial services executives
Strong written and verbal communication skills
Ability to work independently and effectively in a fast-paced team environment
Willingness to travel to support client engagements(? mistake - This should be Willingness to travel to support client engagements but I see missing line. Let's correct... We'll fix final. Proficiency in PowerPoint and Word
Bachelor’s degree required; industry certifications or financial services training preferred
ONE LAST THING OpenText is more than a corporation—it’s a global community built on trust, character, and purpose. Here, we act ethically, care deeply about people, and always put our clients first. We help teams succeed through collaboration, tackle challenges with resilience, and innovate with intention.
Join us on our mission to drive positive change through privacy, technology, and teamwork. At OpenText, we don’t just have a culture—we live our values. Choose us because you want to be part of a company that empowers you to make a meaningful impact.
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