Principal Solutions Consultant

Socket.dev; Canada; Remote; CAD 235,000 - 346,000; Full time

Job summary

OpenText is hiring a Principal Solutions Consultant to drive complex financial services integrations across payments, onboarding, and real-time reporting. You will partner with Sales, Product, and Delivery to design and present scalable solutions that address banking, insurance, and treasury needs on the OpenText platform.

You will translate technical concepts for business leaders, lead RFP responses, and guide customers through implementation with strong communication and collaboration.

Qualifications

• 5+ years in solution consulting, presales, or software delivery
• Strong understanding of financial services integration needs
• 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
• Proficiency in presenting to senior stakeholders and responding to RFIs/RFPs

Responsibilities

• Engage with financial services clients to understand processes, integration challenges, and regulatory needs
• Translate complex financial requirements into clear solution proposals and demonstrations
• Lead qualification, solution design, and proposal development for financial services opportunities
• Collaborate with Sales to drive opportunity assessment and account planning
• Present to senior financial services stakeholders with clarity and confidence
• Support proof-of-concepts with hands-on guidance and best practices
• Ensure smooth implementation transitions with Delivery teams

Skills

Solution consulting

Presales

Financial services

B2B integration

API-based integration

PowerPoint

Communication skills

Travel willingness

Education

Bachelor’s degree

Tools

Gentran

Axway

Sterling

Volante

FIS

Finastra

Bottomline

MuleSoft

GXS

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.

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
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• 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 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 submit a ticket at Ask HR. 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. 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

$170,000-$250,000; 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.

AI Usage Disclosure

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.