Client Associate

OpenText; Southwestern Ontario; On-site; CAD 88,000 - 133,000; Full time

Job summary

OpenText in Ontario is seeking a Client Associate within the Professional Services division to support the sales cycle for small, fast-moving engagements. You will join a reactive deal team handling inbound leads from the Demand Hub and assist the sales team from opportunity creation to contract execution and deal closure.

In this role, you will own engagements, create opportunities in Salesforce, gather requirements, collaborate on tailored proposals, draft documents in Word, coordinate with

Qualifications

• Experience supporting sales cycles for small engagements.
• Ability to interpret contractual documents and pricing models.
• Strong written and verbal communication in English (French preferred).

Responsibilities

• Own and manage small engagements from lead to signed contract.
• Create and manage opportunities in Salesforce.
• Gather requirements from stakeholders to scope engagement.
• Collaborate with Practice Leads and Consultants to develop tailored proposals.
• Draft, format, and deliver proposals using Word.
• Coordinate with Legal, Finance, and other departments to ensure approvals and compliance.
• Review pricing for accuracy and profitability.
• Maintain digital records and documentation for all proposals and contracts.

Skills

Sales operations

End-to-end sales cycle

Communication skills

English & French

Attention to detail

Tools

Salesforce

Microsoft Office

Word

Excel

PowerPoint

Job description

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.

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.

YOUR IMPACT

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.

What The Role Offers

• 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.

What You Need To Succeed

• 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.

One Last Thing

OpenText 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.

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 status, disability, religion, or other basis protected by applicable laws.

If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please contact us at [e-mail]. Our proactive approach fosters collaboration, innovation, and personal growth, enriching OpenText's vibrant workplace.

Compensation: At OpenText, we offer a thoughtfully designed benefits package that supports your physical, emotional, and financial wellbeing. A summary of those benefits can be found on our Why Join Us page. As you move through the hiring process, we’re happy to provide more details about our compensation programs, including variable and commission compensation opportunities for eligible roles, vacation entitlement, and paid time off.

Salary Range: $63,760 - $95,640; Depending on the candidate’s education, experience, skills, geographical location, and alignment with internal equity and external market, actual salary may vary and be higher or lower than the range posted.

As part of our commitment to transparency, we use artificial intelligence (AI) tools to assist in various stages of our recruitment process, including resume screening, candidate matching, interview scheduling, and communications. These tools are designed to improve efficiency, reduce bias, and enhance candidate experience. All decisions regarding hiring are made by qualified human professionals, and we continuously monitor our AI systems to ensure fairness and compliance with applicable regulations.