Proposal Specialist (Professional Services)
A Proposal Specialist at OpenText is more than a sales support professional. You will play a critical role in helping our Professional Services organization drive business growth by ensuring opportunities progress efficiently from proposal creation through approval and booking. Working at the intersection of Sales, Delivery, and Operations, you will help deliver a seamless customer experience while maintaining operational excellence across the sales lifecycle.
WHAT THE ROLE OFFERS
- Partner with Professional Services Sales teams to create customer proposals, quotations, and commercial documentation.
- Drive deal progression by coordinating approvals and ensuring compliance with internal processes and policies.
- Maintain accurate opportunity, pipeline, and customer information within Salesforce or equivalent CRM systems.
- Collaborate with Sales, Delivery, Finance, and Operations teams to support successful bookings and project initiation.
- Support subcontractor engagement activities, including Statements of Work (SOWs) and required approvals.
- Contribute to process improvements that enhance efficiency, quality, and scalability across the Professional Services organization.
- Gain exposure to opportunity management and develop toward future customer-facing commercial roles.
WHAT YOU NEED TO SUCCEED
- 5+ years of experience in Sales Operations, Proposal Management, Commercial Operations, or a related field.
- Experience supporting software, technology, or Professional Services organizations.
- Strong understanding of sales processes, quoting, approvals, and deal administration.
- Experience working with Salesforce or similar CRM platforms.
- Excellent organizational skills with strong attention to detail and a commitment to quality.
- Ability to manage multiple priorities and perform effectively in a fast-paced, deadline-driven environment.
- Strong communication and stakeholder management skills, with the ability to build trusted relationships across international teams.
- Professional fluency in English; additional languages such as Spanish are an advantage.
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. This role offers a unique opportunity to gain broad exposure to commercial operations and Professional Services sales while building the skills and experience needed for future career growth within a global technology leader.
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