Solution Consultant - Asset Management & Investment Workflows (Zurich / London / Berlin / Hybrid)

Das ist der Job

You will help institutional real‑estate clients apply Optiml in their day‑to‑day work.

Darum lohnt es sich

ph3About Optiml /h3 pOptiml is transforming real estate with Real Estate Decision Intelligence (REDI), an AI-powered decision technology that helps decarbonize buildings while optimizing asset and portfolio financial performance. /p pOur platform helps investors, owners, and asset managers make clearer capital allocation and decarbonisation decisions by translating complex regulatory, financial, and technical constraints into actionable renovation and investment plans. /p pFounded as an ETH Zurich spin-off, Optiml launched its first product in April 2024 and is now scaling across Europe and the United States, with teams based in Zurich, London, and Germany.

A key part of the role is to capture recurring workflow friction, user questions, and feature needs, and feed them back into Product and Delivery so the product and onboarding model improve continuously. /p h3Your Responsibilities /h3 ul liLead onboarding of asset managers, fund managers, transaction managers, and related user groups into Optiml. /li liIndependently train users on how to use the platform in their specific workflows, not only on product functionality. /li liTranslate Optiml into role‑specific use cases such as asset strategy, business planning, Capex prioritization, portfolio steering, transaction support, and investment committee preparation. /li liHelp users understand what inputs matter, how to work with assumptions, and how to interpret outputs credibly. /li liAct as a trusted day‑to‑day advisor for client users after sale, especially for financial and investment‑related use cases. /li liSupport customers in applying Optiml to real decisions and internal processes, not just in navigating the interface. /li liGuide customers through workflow questions, interpretation challenges, and practical application of outputs in their role. /li liHelp make Optiml useful for the realities of institutional real‑estate investment teams. /li liPartner with Delivery, Customer Success, and Commercial colleagues to ensure smooth onboarding and early value realization. /li liSupport implementation and training processes with a strong focus on usability, adoption, and decision relevance. /li liHelp ensure that customers move from contract signature to first meaningful use quickly and with confidence. /li liIdentify risks to adoption, user confidence, and satisfaction early, and help resolve them proactively. /li liCapture recurring user questions, workflow friction, interpretation issues, and feature requests from customers. /li liTranslate customer‑side workflow needs into clear internal feedback for Product and Delivery teams. /li liHelp the company understand where the software works well for fund, asset, and transaction workflows and where it needs to improve. /li liContribute to making Optiml more intuitive, more explainable, and more relevant for institutional real‑estate users over time. /li liBecome one of the company's strongest internal experts on how investment‑side real‑estate users think, decide, and work. /li liHelp Commercial, Delivery, and Product teams understand what great adoption looks like for asset managers and fund managers. /li liContribute to playbooks, onboarding materials, training assets, and customer‑facing guidance that make the role more scalable over time. /li /ul h3Requirements /h3 pbProfile Background /b /p pYou are analytical, structured, and highly client-orientated.

Instead, you combine real‑estate investment or asset‑management understanding with strong communication skills, a hands‑on enablement mindset, and enough analytical depth to guide users confidently through the platform and its outputs. /p pbMust Have /b /p ul li2–5 years of professional experience in institutional real‑estate, real‑estate finance, asset management, fund management, transactions, or a closely related client‑facing role. /li liStrong preference for candidates who have spent 2–3 years as a junior asset manager, junior fund manager, transaction manager, analyst, or associate in an institutional real‑estate environment. /li liProven ability to work with or support financial and investment use cases in real estate, such as business plans, Capex planning, acquisitions, portfolio analysis, or strategy setting. /li liStrong client‑facing communication skills and confidence in guiding sophisticated users through workflows and decision logic. /li liAbility to independently onboard, train, and support users in a software environment. /li liHighly organized, structured, and proactive way of working. /li liStrong analytical and presentation skills. /li liExcellent written and verbal communication skills in English and German. /li liWillingness to become a power user of Optiml and continuously deepen your understanding of the software and its workflows. /li liSwiss or EU citizenship/work authorization, given current company constraints. /li /ul pbStrongly Preferred /b /p ul liExperience working directly in or with institutional asset managers, fund managers, transaction teams, real‑estate private equity, or real‑estate investment/portfolio teams. /li liExperience in PropTech, SaaS, or software-enabled workflows for real‑estate. /li liExperience training clients, internal teams, or users in structured tools and systems. /li liGood understanding of how institutional real‑estate decisions are prepared, challenged, and communicated. /li /ul pbNice to have /b /p ul liExperience in customer success, delivery, implementation, or solution consulting in a B2B software environment. /li liExposure to sustainability, decarbonisation, or Capex decision‑making in real‑estate. /li liExperience preparing committee‑ready materials, investment recommendations, or decision‑support outputs. /li liFamiliarity with data-heavy workflows, though deep technical expertise is not required. /li /ul h3What Success Looks Like /h3 ul liAsset managers, fund managers, and transaction managers quickly understand how Optiml helps them in their real work. /li liUsers are onboarded and trained independently and confidently. /li liCustomers reach first value faster and need less ad‑hoc hand‑holding over time. /li liThe software becomes more embedded into real financial and investment workflows. /li liCustomer questions and friction points are translated into useful improvements for Product and Delivery. /li liOptiml becomes more credible and useful for institutional investment-side users. /li /ul h3Benefits /h3 ul liDirect impact: help shape how leading real‑estate investors and asset managers use software to make better decisions. /li liOwnership: play a visible role in onboarding, training, and customer value creation. /li liGrowth: work closely with Product, Delivery, Customer Success, and Commercial teams in a fast‑growing company. /li liLearning: build deep expertise at the intersection of real‑estate, finance, sustainability, and software. /li liLearning development budget. /li liFlexible setup with regular travel for clients, events, and team collaboration. /li /ul pPlease apply with your CV and a short note explaining why you are excited about Optiml. /p /p The company is backed by leading US and European investors, including Innovation Endeavors (the fund of former Google CEO Eric Schmidt), Planet A Ventures, KOMPAS, BitStone Capital, and The Bau Ventures.

Following an oversubscribed €8 M Seed round, we are accelerating product development and go‑to‑market execution. /p h3About the role /h3 pSolution Consultant – Asset Management Investment Workflows.

Your focus is not deep technical implementation; it is helping asset managers, fund managers, transaction managers, and related investment‑side users understand how to use Optiml in their role, interpret outputs, and turn the software into better portfolio, asset, and transaction decisions. /p pYou will act as a core post‑sale contact for investment‑side users, leading onboarding, training, workflow enablement, and early value realization.

You will independently onboard and train users, guide them through role‑specific workflows, answer practical application questions, and help customers become confident in using Optiml for financial and investment‑related use cases. /p pThis is a highly client‑facing role at the intersection of Delivery, Customer Success, Product, and Commercial.

You enjoy helping sophisticated users understand how to apply software in their real workflow, and you are credible enough to engage with investment‑side real‑estate professionals in a practical and commercially relevant way. You are not primarily a technical product configurator or engineer.