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

About Optiml

Optiml 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.

Our 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.

Founded as an ETH Zurich spin-off, Optiml launched its first product in April 2024 and is now scaling across Europe and the US, with teams based in Zurich, London, and across Germany. 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 €8M Seed round, we are accelerating product development and go-to-market execution.

About the role

As Solution Consultant - Asset Management & Investment Workflows, you will help institutional real estate clients apply Optiml in their actual day-to-day work. 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, how to interpret outputs, and how to turn the software into better portfolio, asset, and transaction decisions.

You 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.

This is a highly client-facing role at the intersection of Delivery, Customer Success, Product, and Commercial. 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.

Your Responsibilities

1️⃣ Onboarding & user enablement for investment-side personas

• Lead onboarding of asset managers, fund managers, transaction managers, and related user groups into Optiml.
• Independently train users on how to use the platform in their specific workflows, not only on product functionality.
• Translate Optiml into role-specific use cases such as asset strategy, business planning, Capex prioritization, portfolio steering, transaction support, and investment committee preparation.
• Help users understand what inputs matter, how to work with assumptions, and how to interpret outputs credibly.

2️⃣ Workflow application & customer guidance

• Act as a trusted day-to-day advisor for client users after sale, especially for financial and investment-related use cases.
• Support customers in applying Optiml to real decisions and internal processes, not just in navigating the interface.
• Guide customers through workflow questions, interpretation challenges, and practical application of outputs in their role.
• Help make Optiml useful for the realities of institutional real estate investment teams.

3️⃣ Delivery support & value realization

• Partner with Delivery, Customer Success, and Commercial colleagues to ensure smooth onboarding and early value realization.
• Support implementation and training processes with a strong focus on usability, adoption, and decision relevance.
• Help ensure that customers move from contract signature to first meaningful use quickly and with confidence.
• Identify risks to adoption, user confidence, and satisfaction early, and help resolve them proactively.

4️⃣ Customer feedback loop into Product

• Capture recurring user questions, workflow friction, interpretation issues, and feature requests from customers.
• Translate customer-side workflow needs into clear internal feedback for Product and Delivery teams.
• Help the company understand where the software works well for fund, asset, and transaction workflows and where it needs to improve.
• Contribute to making Optiml more intuitive, more explainable, and more relevant for institutional real estate users over time.

5️⃣ Internal enablement & thought partnership

• Become one of the company's strongest internal experts on how investment-side real estate users think, decide, and work.
• Help Commercial, Delivery, and Product teams understand what great adoption looks like for asset managers and fund managers.
• Contribute to playbooks, onboarding materials, training assets, and customer-facing guidance that make the role more scalable over time.

Profile & Background

You are analytical, structured, and highly client-oriented. 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. 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.

Must Have

✅ 2–5 years of professional experience in institutional real estate, real estate finance, asset management, fund management, transactions, or a closely related client-facing role.

✅ Strong 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.

✅ Proven 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.

✅ Strong client-facing communication skills and confidence in guiding sophisticated users through workflows and decision logic.

✅ Ability to independently onboard, train, and support users in a software environment.

✅ Highly organized, structured, and proactive way of working.

✅ Strong analytical and presentation skills.

✅ Excellent written and verbal communication skills in English and German.

✅ Willingness to become a power user of Optiml and continuously deepen your understanding of the software and its workflows.

✅ Swiss or EU citizenship / work authorization, given current company constraints.

Strongly preferred

✔ Experience working directly in or with institutional asset managers, fund managers, transaction teams, real estate private equity, or real estate investment / portfolio teams.

✔ Experience in PropTech, SaaS, or software-enabled workflows for real estate.

✔ Experience training clients, internal teams, or users in structured tools / systems.

✔ Good understanding of how institutional real estate decisions are prepared, challenged, and communicated.

Nice to have

• Experience in customer success, delivery, implementation, or solution consulting in a B2B software environment.
• Exposure to sustainability, decarbonization, or Capex decision-making in real estate.
• Experience preparing committee-ready materials, investment recommendations, or decision-support outputs.
• Familiarity with data-heavy workflows, though deep technical expertise is not required.

What success looks like

• Asset managers, fund managers, and transaction managers quickly understand how Optiml helps them in their real work
• Users are onboarded and trained independently and confidently
• Customers reach first value faster and need less ad hoc hand-holding over time
• The software becomes more embedded into real financial and investment workflows
• Customer questions and friction points are translated into useful improvements for Product and Delivery
• Optiml becomes more credible and useful for institutional investment-side users

🌍 Direct impact: Help shape how leading real estate investors and asset managers use software to make better decisions

⚙️ Ownership: Play a visible role in onboarding, training, and customer value creation

🚀 Growth: Work closely with Product, Delivery, Customer Success, and Commercial teams in a fast-growing company

💡 Learning: Build deep expertise at the intersection of real estate, finance, sustainability, and software

🏆 Learning & development budget

✈️ Flexible setup with regular travel for clients, events, and team collaboration

Please apply with your CV and a short note explaining why you are excited about Optiml.