Solution Consultant – Asset Management, Investment Workflows

Jobtailor; Zürich; Vor Ort; CHF 100.000 - 150.000; Vollzeit

Zusammenfassung

Jobtailor in Zürich is seeking a capable onboarding & enablement professional for investment-side real estate users. You will train asset managers, fund managers, and related roles, turning Optiml into role-specific workflows including asset strategy, Capex planning, and portfolio steering.

You will guide clients through inputs, assumptions, and outputs, acting as a trusted advisor post-sale. A strong focus on usability and real‑time value realization is essential.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Asset Management

Real Estate Finance

Client-facing

Onboarding Training

Jobbeschreibung

Responsibilities

• 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

• 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.