Finance Associate Jobs in Waterloo, ON (NOW HIRING)

Hiring Manager: Shadi El Halabi

Talent Acquisition Advisor: Chitra Menon

Job Code Level: CRP2

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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. Apply now and be part of our exciting journey at OpenText!

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: $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.

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.