Job Description

About You

As GTM Operations, you will build the operational muscle that enables Optiml’s senior Sales, Delivery and Customer Success teams to win and scale enterprise accounts and will support e2e insight generation from Finance to Commercial. You will operate in a hands-on, execution-focused capacity, supporting the go-to-market motion by maintaining CRM-first playbooks, delivering high quality actionable reporting that provide commercial and financial insights, operationalising outbound and ABM programs, maintain sales collateral hygiene, and introducing pragmatic AI/automation to improve performance of all Optiml North Star Metrics.

You will report to the Co-Founder & Chief Commercial Officer (CCO) and work closely with the Commercial (Sales, Marketing, and Customer Success & Delivery) and Finance leads. Internally you will operate across lean cross-functional squads (Product, Tech, Data, Delivery, Finance) to mobilise the right expertise for each account and campaign.

About Optiml

Optiml is revolutionizing real estate with our Real Estate Decision Intelligence (REDI) software—a new class of decision technology that embeds AI to help decarbonize buildings while optimizing asset financial performance.

We are an ETH Zurich spin-off that launched its first product in April 2024 and has since been scaling across Europe and the United States, earning major industry recognition, including the 2024 ULI Europe PropTech of the Year and 2024 ZIA PropTech of the Year awards.

We are backed by top-tier US and European investors, including Innovation Endeavors (the fund of former Google CEO Eric Schmidt), Planet A, BitStone, and Kompas, who support our mission to empower real estate investors, asset managers, and consulting partners to deliver a cost-effective, value-preserving transition to Net Zero.

As of early 2026, we are expanding our team to broaden our product lines and scale operational delivery for a growing global client base.

Tasks

Key Objectives

✅Design, operate and maintain a CRM and toolkit that steers buyer/seller behaviour and improves deal quality.

✅Deliver cross-functional reporting (Commercial and Finance) and root-cause insights, derive measures that improve sales conversion, forecasting and commercial success.

✅Enable repeatable outbound & ABM plays that generate qualified enterprise opportunities.

✅Support build-up of a scalable, repeatable sales, marketing and customer success & delivery department.

✅Maintain the sales collateral library and enablement so sellers present a consistent, trust-building message.

✅Introduce AI/automation and enhance the toolkit for the department.

Your Responsibilities

1️⃣ CRM & Revenue Systems (Steer, don’t act)

• Steward and maintain Optiml’s CRM model (HubSpot): canonical fields, opportunity stages, scoring, gating rules and validation.
• Implement pipeline hygiene, gating SLAs and automated risk flags to surface stalled or non-compliant deals, and build play triggers and alerts (stalled deals, renewal risk, expansion signals) to steer prioritisation.
• Maintain CRM governance, change-control and a living CRM playbook; run hands-on training for sellers.
• Increase data quality and enrich data (e.g., pull conference participant data) to turn CRM into a steering tool and enable Marketing & Sales

2️⃣ e2e Reporting, Forecasting & Insights

• Prepare and maintain cross-functional dashboards e2e - from Finance (e.g., short and long-term liquidity, deferrals) to Commercial (pipeline health, stage conversion, forecast accuracy, win/loss, campaign ROI, customer health).
• Produce weekly/monthly forecast packs and concise executive summaries highlighting data-driven risks, signals and root causes, with recommended actions for leadership review.
• Run deep dives (stage leakage, conversion by source, account penetration) and convert findings into measurable experiments.
• Partner with Finance and Head of Delivery & Customer Success and Key Accounts to link commercial activity to invoicing scheduling to time-to-value and expansion signals.

3️⃣ Outbound, ABM & Sales Collateral

• Prepare and operationalise outbound campaigns: list building, enrichment, sequencing, QA and measurement; ensure responses feed cleanly into CRM.
• Support ABM: maintain account/contact hierarchies, map buying groups and coordinate personalised assets.
• Maintain the single source of truth for sales collateral (decks, one-pagers, case studies, pricing templates); ensure version control and discoverability, enhance material
• Produce short enablement modules and “how-to” guides and run practical sessions for sellers and CS teams.

4️⃣ AI, Automation & Tech Enablement

• Identify and run pragmatic AI/automation PoCs (proposal generation templates, enrichment, predictive scoring, conversation summarisation).
• Implement automations that reduce manual steps and improve data quality (auto-population, enrichment pipelines, integration flows).
• Maintain and improve integrations across the stack (CRM ↔ marketing automation ↔ sales engagement ↔ BI); support integration requirements in line with agreed commercial priorities.
• Prepare internal frameworks for governance & best practices for generative AI usage (accuracy checks, privacy/compliance, human-in-the-loop).

5️⃣ Cross-Functional Projects & Ad-Hoc Support

• Execute and coordinate short, high-impact projects: territory/quota analyses, renewals/expansion tracking, commission checks, or event support.
• Diligently support and maintain data hygiene programs (deduplication, normalization, enrichment) and deliver regular health reports.
• Support pre-sales deal readiness (RFP/RFI coordination, proposal prep, SOW/quote templates) and ensure smooth handoffs to Delivery/CS.
• Prioritise and manage incoming requests from Sales, Marketing and Delivery; communicate timelines and measure impact.

Requirements

You Have:

• 2-3 years’ experience in Revenue or GTM Operations / Sales Operations / Sales Enablement / Commercial Analytics at a B2B SaaS company (Series A–B or high growth).
• Beneficial: experience in highly structured, analytical environments (e.g. strategy consulting, commercial analytics, GTM operations), particularly where work included GTM transformations, commercial due diligence, CRM or BI implementations, or sales/operating model design.
• Beneficial: experience working with institutional capital environments (e.g. portfolio operations, value creation, fund-level commercial analysis, or Commercial Real Estate at fund or portfolio level).
• Preferred degree: Bachelor’s or Master’s in Business/Management, Finance, Economics, Data Science or a combination
• Hands-on CRM experience (preferably HubSpot), strong Excel/Sheets skills and BI tooling, and in adoption and execution of AI tools for sales & marketing enablement
• Proven as relentlessly diligent, reliable and entrepreneurial — taking ownership of projects end-to-end, working autonomously while escalating smartly, and going the extra mile to enforce quality, governance and data hygiene; prioritise a client-first, trust-building mindset

Nice to have:

• Relevant work experience in Real Estate
• Fluent in English; German proficiency is a benefit.
• Swiss or EU citizenship (required at current company size).

Benefits

• 🌍 Impact: Play a critical role in scaling a company transforming how real estate decarbonizes.
• ⚙️ Ownership: Build and own the operational backbone of a fast-growing startup.
• 🚀 Growth: Work closely with an exceptional leadership team and gain exposure to all company functions.
• 🏆 Culture: Join a mission-driven, high-performance, and collaborative team.💡 Benefits: Competitive salary, equity options, learning budget (CHF 1k), and additional insurance support. 25 days paid vacation.