Solution Consultant – Asset Management, Investment Workflows

Optiml

Solution Consultant at Optiml focusing on asset management and investment workflows for institutional real estate clients. Driving onboarding and user training for better financial decisions.

Posted 7/6/2026full-timeZürich • 🇨🇭 SwitzerlandJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

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.
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.
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.
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.
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.

Requirements

What you’ll need

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.
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.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Asset ManagementFund ManagementTransaction ManagementPortfolio AnalysisCapex PlanningBusiness PlanningAcquisitionsDecision LogicWorkflow ApplicationUser Training

Soft Skills

Highly OrganizedProactiveStrong CommunicationClient GuidanceProblem Solving