Job Description

About You

The Product Manager – Finance will own how financial logic, reporting and multi-stakeholder investment workflows are built and scaled across Optiml’s platform.

You will lead the shift from static strategy outputs to execution-grade product experiences used by investment, asset and finance teams at large financial institutions. This includes defining role-specific workflows, approval logic and reporting structures that turn complex financial processes into clear, auditable and trustworthy software.

Working closely with Engineering and UX, you will translate real-world investment operations — fund lifecycles, budgeting, approvals and performance tracking — into intuitive, systems-driven product flows. You will also integrate AI where it meaningfully improves financial execution, replacing manual processes with robust, evaluated agentic workflows.

This is a hands-on, systems-oriented PM role for someone with deep financial fluency, strong product taste, and an uncompromising eye for detail — building products that sophisticated users trust with real decisions and real capital.

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 Responsibilities

Engineering the Analytical & Reporting Infrastructure

• Advanced Query Orchestration: Lead the implementation of a high-performance analytical query engine, enabling users to generate dynamic, multi-dimensional views across our core data and decision platform.
• Executive-Grade Reports: Design automated reporting frameworks that distill complex metrics into rigorous, high-fidelity insights tailored for C-suite decision-making and regulatory compliance.

Systems Architecture for Cross-Functional Workflows

• Logic-Driven User Journeys: Map and implement granular multi-persona workflows, ensuring clear state management, defined handoffs, and audit trails for task assignments and strategic sign-offs.
• UX Clarity: Partner with designers and engineers to translate complex compliance hurdles into intuitive software flows, eliminating ownership ambiguity and operational friction through robust feedback loops.

Financial Execution & Lifecycle Integration

• Dynamic Budgetary Logic: Extend the platform from static strategic modeling to "live" execution tracking, linking fund lifecycles directly to annual budgetary cycles and actual spend versus strategy.
• Performance Accountability: Develop the infrastructure to monitor and report on the realization of planned projects, ensuring data flows remain synchronized between strategy and execution.

High-Stakes Enterprise Delivery

• Stakeholder Discovery: Conduct rigorous discovery with complex enterprise organizations to deconstruct fragmented pain points into elegant, scalable product requirements.
• Feature Scoping: Scope a unified product roadmap that prioritizes high-impact business outcomes over superficial features.

Requirements

What We’re Looking For

• Financial Product Rigor: You have a proven track record in high-stakes environments—such as ERP, accounting, or specialized fintech platforms—where data integrity is non-negotiable and multi-stakeholder authorization flows are a core requirement.
• Detail Obsession: You have an uncompromising eye for precision. You can spot a logic error in a DCF model or a broken state in a workflow from a mile away. You are the final line of defense for product quality.
• Systems Architect Philosophy: You approach product development through the lens of interconnected parts rather than isolated features. You possess the analytical depth to identify critical feedback loops and make data-informed decisions within compressed cycles.
• AI Ready: You have hands-on experience integrating AI into production-grade financial products, prioritizing high-utility agentic workflows over experimental features. You possess the technical judgment to determine which complex financial tasks are well suited for agentic support and the rigor to architect robust Evals.
• Commercial Minded: As the architect of a new part of the product, you thrive in high-ambiguity environments. You are capable of defining the commercial business case for new capabilities and validating success through rigorous analysis of commercial and user feedback.

Key Qualifications

• Experience: 5+ years in Product Management roles within leading FinTech or Accounting software companies
• Education: Background in Economics, Quantitative Finance, Computer Science or Equivalent (with a heavy focus on finance).
• Technical Mastery: Proven ability to map out UX flows, including state management, constraints, and clear handoff logic.
• Financial Fluency: Deep understanding of fund lifecycles, budgetary processes, and financial modeling.

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