• Increase the sales of the product range through building relationships, superior client service and technical knowledge via Virtual platforms. • Create strategic business partnerships with multiple intermediary stakeholders. • Relationship building with internal and external stakeholders. • Project management of new business process. • Develop comprehensive business plans that align with advisor objectives. • Intermediary reporting and trend analysis. • Consistently deliver Discovery value proposition. • Escalated query resolution and troubleshooting. • Review new business pipeline, follow-up, and tracking. • Issuing of quotations. • Liaise with Operations support teams on servicing and processing of business. • Technical training and ongoing product support to financial advisors. • Keeping up to date with competitor product and service offering and industry developments. • Participating in proactive sales and marketing initiatives

• Collaborate with account teams to recommend and develop customer solutions within your assigned specialization area • Present to customers as our expert at all levels in the customer hierarchy, from practitioner to senior leadership • Drive high technical validation and PoV win rates within your assigned specialization area • Document High-Level Design and Key Use Cases to ensure proper implementation and value realization of Palo Alto Networks Solutions • Help our customers build and develop further their services around Cortex solutions

Role Description We are looking for a Senior OpenText / Documentum Technical Consultant to support AMEXIO’s growth in North America. This is a high-impact, highly visible role that blends hands-on technical consulting and support for pre-sales activities. - Serve as the technical lead on client projects, owning the end-to-end delivery of OpenText / Documentum solutions from design through implementation. - Actively contribute to pre-sales activities — engaging clients, understanding their needs, and shaping winning proposals and solution designs. - Define and produce high-level and low-level technical designs that meet the highest standards of quality and scalability. - Translate functional requirements into clear technical analyses and architectures. - Lead and mentor internal and contract technical staff, fostering a culture of excellence and continuous development. - Act as a trusted advisor to clients, challenging stakeholders where appropriate and recommending the most future-proof solutions based on your expertise. - Share your vision on Enterprise Content Management with clients and colleagues, helping to elevate the practice across the organization. - Collaborate with project management to ensure solutions are delivered on time, on budget, and to specification. Qualifications - Substantial hands-on experience with Documentum Webtop and D2. - Strong knowledge of DQL (Documentum Query Language) and the Documentum object model. - Proficiency in D2 configuration and customization. - Knowledge of D2/Smart View is a strong asset. - Solid knowledge of OpenText Documentum platform integrations. - Familiarity with OpenText xECM platform and integrations is a plus. Requirements - Proficiency in Java, Python, or .NET for custom development. - Experience with SQL and database management (Oracle, MS SQL, Postgres). - Familiarity with cloud deployments (e.g., AWS, Azure, GCP) for ECM workloads. - Understanding of DevOps practices, CI/CD pipelines, and containerization (Docker/Kubernetes). - Broader knowledge of the OpenText Documentum product suite and additional OpenText tools is a plus. - Architecture mindset: A sharp eye for system integration, with the ability to deliver solutions that are both technically sound and aligned to client needs. - Proven experience leading technical teams, motivating colleagues, and driving projects to successful outcomes. - Strong communication skills with the ability to present technical concepts clearly to both technical and non-technical stakeholders. - Proactive problem-solver: You think in solutions, not just problems, able to anticipate challenges and address them before they escalate. Benefits - Fully remote — Work from anywhere, on your terms. - Competitive rates — We recognize expertise and compensate accordingly. - Collaborative environment — Work alongside a smart, creative team of professionals who genuinely value your expertise. - Stimulating projects and technologies — Tackle meaningful, high-impact projects for clients across North America.

Role Description Join us as a Senior Consultant - Bid Management and you will be an integral part in the winning of new business within Korn Ferry. You will be a key team member focused on documenting and overseeing the proposal development process. You will gain a lot of exposure working closely with Korn Ferry Leaders and Managers and will manage multiple resources and deal with complex business relationships in supporting the delivery of strong, creative, stand-out, winning proposals. Within this role you will project manage a variety of complex bids, developing realistic work plans across different work streams, identifying and interacting with all specialists across multiple departments such as Commercial, Legal, Marketing, and getting to know our business inside out. Along with this, you will work alongside an experienced team in knowledge management/information maintenance for all sales and bid-related information and grow your knowledge of our industry as well as in creative bid writing/document preparation and bid management. - Project Manage the bid process and deliver concurrent bids - Identify resource identification through collaboration with numerous external stakeholders - Extract relevant and compelling content by working with Sales teams and other Stakeholders - Influence senior leaders and possess the creative flare to ensure we are in a winning position with every tender process - Analyze and review information in order to identify whether it is relevant against the client’s requirements - Hold overall responsibility in the preparation of RFP documentation - Be able to tell a story and bring a client on a journey - Gain a thorough and complete understanding of Korn Ferry’s entire portfolio and provide recommendations on our solutions Qualifications - Excellent project management, organizational and time management skills - Work effectively in a dynamic, deadline-driven environment - Effective communicator and relationship builder - Ability to gather, organize, interpret and collate data from multiple sources - Client focused, able to develop solutions to meet the needs and requirements of their clients - Quality focused and seeking to grow the business - Business writing skills - Business Presentation level communication skills in English - Excellent MS Office Skills, especially in PowerPoint - Ideally - Experience within the Recruitment / RPO sector, ideally project managing and preparing complex bid proposals