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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in Professional Services sales and client success within the Financial Services industry, with a strong focus on enterprise IT systems and project management methodologies. Proven ability to lead opportunity lifecycle management and drive revenue generation through effective solution implementation and client engagement.
Highest-signal resume keywords
Professional Services SalesEnterprise IT SystemsProject Management MethodologiesClient Solutions DevelopmentRevenue Forecasting
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
SalesforceOpportunity SizingSolution EstimationECM ImplementationsProject Scope NegotiationResource ForecastingDelivery TrackingRFP ResponsesClient AdvocacyManaged Services
Soft Skills
Executive PresenceCommunication SkillsProfessionalismOwnership MindsetMentoring
Industry Keywords
Financial ServicesEnterprise ClientsConsulting FirmsC-Level StakeholdersToronto/GTA Area
Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- Drive Professional Services sales, revenue generation, and client success across FSI and major banks
- Collaborate with peers across North America to achieve bookings, revenue, margin, and client advocacy goals
- Own all aspects of Professional Services within the territory
- Drive services sales and support license and cloud opportunities
- Ensure successful solution implementation
- Serve as a trusted advisor and position the full Professional Services portfolio
- Develop client solutions and build a pipeline to meet quarterly bookings targets
- Expand existing accounts through solution delivery, enhancements, and managed services
- Lead opportunity lifecycle management, including forecasting, SOW/proposal creation, approvals, and Salesforce (CEM) updates
- Negotiate project scope, timelines, and costs with internal teams and external vendors
- Own revenue forecasting and reporting for senior leadership
- Manage end-to-end T&M and fixed-fee project execution, including planning, resource forecasting, risks/issues, and delivery tracking
- Support business development through RFP responses, opportunity tracking, and cross-functional alignment
- Engage C-level stakeholders across commercial and public-sector clients
- Drive process improvements and lead or mentor teams to improve delivery and operational efficiency
Requirements
What you’ll need- 10+ years of IM/IT experience with a degree/diploma or equivalent
- 7+ years working with enterprise IT systems
- Proven track record of selling into enterprise clients
- Strong preference for Financial Services industry experience
- Strong understanding of complex business/technical processes and project management methodologies
- Experience selling Professional Services, including opportunity sizing and solution estimation
- Expertise in large-scale ECM implementations and mapping business needs to solutions (e.g., OpenText)
- Demonstrated success managing and closing engagements ($1M+ annually preferred)
- Background in major consulting firms and experience with enterprise clients (Ontario region preferred)
- Strong executive presence, communication skills, and professionalism
- High ownership mindset with a commitment to meeting client needs
- Preference for candidates based in the Toronto/GTA area
- Willingness to travel up to 3–4 days per week
Benefits
Comp & perks- Benefits package supporting physical, emotional, and financial wellbeing
- Variable and commission compensation opportunities for eligible roles
- Vacation entitlement
- Paid time off
- Reasonable accommodation during the application or recruiting process
- Diversity and inclusion commitment
- Collaboration, innovation, and personal growth opportunities
