Client Associate

Opentext
- The Information Company

Open Text 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.

At Open Text, 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.

Open Text 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.

At Open Text, 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.

The Client Associate within the Professional Services division plays a critical role in supporting the sales cycle, particularly for small and fast-moving engagements. As a Client Associate, you will be part of a reactive deal team, managing inbound leads from the Demand Hub and assisting the sales team in driving through the full sales process—from opportunity creation to contract execution and deal closure.

• Own and manage small packaged or flexible engagements from initial lead to signed contract.
• Create and manage opportunities in Salesforce (SFDC), ensuring accurate and timely data entry and updates.
• Gather requirements from internal stakeholders and clients to scope and define engagement parameters.
• Collaborate with Practice Leads and Consultants to develop tailored proposals and packaged solutions.
• Draft, format, and deliver proposals using Microsoft Word and other tools, ensuring alignment with clients needs and internal standards.
• Coordinate with Legal, Finance, and other departments to ensure compliance and secure necessary approvals.
• Review pricing and calculations for accuracy and profitability.
• Maintain digital records and documentation for all proposals and contracts.
• Act as a liaison between sales, delivery, and operations teams to ensure smooth handoffs and project readiness.

• Good understanding of sales operations and the end-to-end sales cycle.
• Experience managing small deals or packaged service offerings.
• Proficiency in Salesforce and Microsoft Office Suite (Word, Excel, PowerPoint).
• Excellent communication, coordination, and organizational skills.
• Ability to interpret contractual documents and pricing models.
• Detail-oriented with strong analytical and problem-solving abilities.
• Comfortable working in a fast-paced, cross-functional environment.
• Ability to communicate effectively in both English and French is preferred but not required.
• Basic legal knowledge is a plus, but not required.

Open Text is more than just a corporation, it's a global community where trust is foundational, the bar is raised, and outcomes are owned. Join us in shaping the future of content management solutions.

Open Text'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…