Solution Consultant – Asset Management, Investment Workflows

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 customer...