Solution Consultant – Asset Management, Investment Workflows

Optiml

Solution Consultant enabling institutional real estate investors to use Optiml’s AI-powered platform. Leading onboarding, workflow training, and feedback for investment decisions.

Posted 8/12/2026full-timeZurich • 🇨🇭 SwitzerlandJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in onboarding and training users in asset management and real estate finance workflows, with a strong focus on client-facing communication and analytical skills. Proficient in translating customer needs into actionable insights and feedback for product improvement.

Highest-signal resume keywords

Institutional Real Estate ExperienceClient-Facing Communication SkillsUser Training and SupportFinancial and Investment Use Case SupportProficiency in Optiml Software

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Asset ManagementFund ManagementCapex PlanningPortfolio AnalysisBusiness PlanningDecision Support OutputsData-Heavy WorkflowsCommittee-Ready Materials PreparationInvestment RecommendationsAnalytical Skills

Soft Skills

Strong Communication SkillsHighly OrganizedProactive Working StylePresentation SkillsConfidence in Guiding Users

Tools & Technologies

Optiml SoftwareSaaS SolutionsStructured Tools

Industry Keywords

Real Estate FinancePropTechCustomer SuccessB2B SoftwareSustainabilityDecarbonization

About the role

Key responsibilities & impact

Lead onboarding of asset managers, fund managers, transaction managers, and related user groups into Optiml
Independently train users on role-specific workflows, including asset strategy, business planning, Capex prioritization, portfolio steering, transaction support, and investment committee preparation
Help users understand relevant inputs, assumptions, and outputs
Act as a day-to-day advisor for financial and investment-related customer use cases after sale
Guide customers through workflow questions, interpretation challenges, and practical application of outputs
Partner with Delivery, Customer Success, and Commercial teams on onboarding and early value realization
Support implementation and training with a focus on usability, adoption, and decision relevance
Identify and proactively resolve risks to adoption, user confidence, and satisfaction
Capture recurring user questions, workflow friction, interpretation issues, and feature requests
Translate customer workflow needs into feedback for Product and Delivery
Contribute to playbooks, onboarding materials, training assets, and customer-facing guidance
Help internal teams understand adoption needs for asset managers and fund managers

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 2–3 years as a junior asset manager, junior fund manager, transaction manager, analyst, or associate in institutional real estate
Proven ability to support financial and investment use cases such as business plans, Capex planning, acquisitions, portfolio analysis, or strategy setting
Strong client-facing communication skills and confidence 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 deepen understanding of its software and workflows
Swiss or EU citizenship / work authorization
Experience with institutional asset managers, fund managers, transaction teams, real estate private equity, or real estate investment / portfolio teams strongly preferred
Experience in PropTech, SaaS, or software-enabled real estate workflows strongly preferred
Experience training clients, internal teams, or users in structured tools / systems strongly preferred
Good understanding of institutional real estate decision preparation, challenge, and communication strongly preferred
Experience in customer success, delivery, implementation, or solution consulting in B2B software
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

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