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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing strategic client portfolios within commercial real estate or investment sectors, with a strong focus on financial modelling, data analysis, and customer success in B2B SaaS environments. Proficient in enhancing client engagement through effective communication and training on digital tools like Soneka.
Highest-signal resume keywords
Client Portfolio ManagementFinancial ModellingData AnalysisCustomer SuccessExcel Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisPortfolio ManagementData HandlingCommercial Lease ModellingAsset Performance KPIsSonekaProject ManagementB2B SaaSDigital Tool ProficiencyField Feedback Analysis
Soft Skills
Interpersonal SkillsActive ListeningAdaptabilityAutonomyCommunication Skills
Industry Keywords
Commercial Real EstatePropTechFinTechInvestmentCustomer Engagement
About the role
Key responsibilities & impact- Independently manage a portfolio of approximately ten strategic clients and build long-term partnerships
- Train and support users in mastering Soneka and deploying new features
- Provide business and second-level solution expertise for complex use cases involving data flows, financial KPIs, and commercial lease modelling
- Lead regular meetings and functional workshops to maximize customer adoption and engagement
- Deliver enhancement projects for existing clients, including new asset portfolio integrations, entity mergers, and the implementation of additional flows or modules
- Monitor customer satisfaction and actual product usage while anticipating stakeholder needs to secure retention
- Analyze field feedback and synthesize improvement needs for product development
- Collaborate with the Product Manager and technical teams on functional specifications and testing phases
- Support the Sales team during targeted demos by sharing field experience and preparing effective demonstration environments
Requirements
What you’ll need- Successful experience either in commercial real estate or investment (asset management, property management, portfolio management, financial analysis, or valuation), with strong digital-tool and data-handling skills, or in project management or Customer Success at a B2B SaaS software publisher, ideally in PropTech or FinTech
- Genuine interest in financial modelling and real estate
- Comfortable with key financial concepts, including cash flows and asset-performance KPIs
- Understanding of real estate assets and commercial leases
- Excellent command of Excel
- Strong analytical mindset and rigorous data management
- Excellent interpersonal skills and the ability to act as a credible, reassuring point of contact for finance departments and demanding investors
- Autonomy, adaptability, and active listening
- Ability to communicate in English, both orally and in writing, with international clients or colleagues
Benefits
Comp & perks- Permanent employment contract (CDI)
- Gemini training and encouragement to use AI for creativity and productivity
- Hybrid work arrangement
- Very occasional travel
- Fixed gross annual salary of €50,000–€70,000, depending on profile and experience
