Joachim Auster - HubSpot Project Manager, Tracking + Analytics Expert

Q: Where is Joachim based?

Joachim is based in Frankfurt am Main, Germany and can operate in on-site , hybrid , and remote work models.

Q: What languages does Joachim speak?

Joachim speaks the following languages: German (Native), English (Advanced), French (Elementary) .

Q: How many years of experience does Joachim have?

Joachim has at least 8 years of experience. During this time, Joachim has worked in at least 6 different roles and for 7 different companies . The average length of individual experience is 1 year and 9 months . Note that Joachim may not have shared all experience and actually has more experience.

Q: What is Joachim's latest experience?

Joachim's most recent position is HubSpot Project Manager, Tracking + Analytics Expert at Swiss Post .

Q: What companies has Joachim worked for in recent years?

In recent years, Joachim has worked for Swiss Post , Large Bank, Frankfurt/Main and Germany .

Q: Which industries is Joachim most experienced in?

Joachim is most experienced in industries like Banking and Finance , Energy , and Transportation .

Q: Which business areas is Joachim most experienced in?

Joachim is most experienced in business areas like Information Technology , Quality Assurance , and Finance . Joachim also has some experience in Business Intelligence , Audit , and Research and Development .

Q: Which industries has Joachim worked in recently?

Joachim has recently worked in industries like Banking and Finance and Transportation .

Q: Which business areas has Joachim worked in recently?

Joachim has recently worked in business areas like Business Intelligence , Information Technology , and Project Management .

Recommended expert

Frankfurt am Main, Germany

Experience

May 2022 - Nov 2022

7 months

HubSpot Project Manager, Tracking + Analytics Expert

Swiss Post

Create tracking concept for Google Tag Manager, Google Analytics including data layer, events, triggers, and reporting
Manage the project team (developers, designers, performance)
Serve as communication interface between stakeholders and digital business units

Jan 2020 - Apr 2021

1 year 4 months

Digital Business Analyst, Digitalization

Large Bank, Frankfurt/Main, Germany

Conducted market comparison of providers for mobile authentication
Prepared current-state analysis based on customer and change management requirements for the software token
Developed detailed business analysis considering market and change management requirements
Created functional and technical documentation
Designed implementation concept with the vendor Transmit Security
Developed concept to standardize transactions into four risk levels (PSD2)
Built matrix with use cases, UML diagrams, and user flow charts for login options, transaction signing options, and device binding options

Result: The goal was to reduce onboarding time from two to three days to ten to fifteen minutes; the project was ended before completion as the retail business in Germany was discontinued.

Sep 2019 - Apr 2020

8 months

Excel Expert, Business Analyst, Digitalization

Solar Company, Mainz, Germany

Designed, developed, and implemented an Excel application for consolidated controlling of solar systems in Germany and Italy
Developed billing processes and validation methods
Created templates for data entry, master data, and control board
Validated energy amounts, billing, and cash flows with variances
Considered different tariffs and legal regulations
Generated reports per solar system and overall

Result: Reduced monthly controlling effort from 40 hours to one hour.

Jun 2018 - Oct 2018

5 months

Business Analyst

Bank, Munich, Germany

Created business concept for replacing existing software (Bank 21, Abit claims management, Abit dunning) in the Claims department
Analyzed, structured, completed, and refined requirements
Represented them as use cases with UML diagrams
Documented requirements in Confluence for insolvencies, garnishments, dunning, investigation requests, administrations, and estates
Served as functional and methodological contact for software tests in the Claims subproject
Developed test case matrix with all variants
Acted as deputy subproject lead for Claims and transferred know-how to internal staff

Result: The project was canceled because the chosen vendor did not meet expectations.

Aug 2017 - May 2018

10 months

Test Manager and Release Manager

Bank, Wiesbaden, Germany

Managed tests and coordinated UAT between vendor and bank
Handled a cross-cutting defect list for UAT and production
Improved processes and structure in communication and documentation
Conducted and established status calls and defect calls
Managed releases and coordinated releases in Jira
Coordinated internally with RFCs, change requests, issues, and incidents
Prepared release documentation
Improved processes and structure in Collections (dunning/operations)
Member of the Joint Steering Group and the Production Taskforce

Result: The project was canceled because the vendor did not meet expectations.

Aug 2015 - Dec 2015

5 months

Digital Business Analyst

Online Broker Major Bank, Frankfurt, Germany

Creating requirements (BRD) based on EPICs, user stories, issues and backlog in Jira
Conducting bug tests on responsive devices
Performing regression tests and UAT
Creating the operations manual
Preparing for go-live

Result: New website went live successfully at the end of December.

Nov 2014 - Jul 2015

9 months

Business Analyst

Major Bank, Frankfurt, Germany

Creating the Business Requirements Description (BRD)
Analyzing and integrating existing bank systems and processes (online product applications, workflow systems, document management)
Implementing video identification from WebID Solutions
Developing the process chain from the website through video identification to the created application
Managing and tracking open issues in Excel and SharePoint
Creating the product matrix with rollout plan in HP ALM
Developing the test case matrix and coordinating tests for regression, UAT and end-to-end tests
Creating the operations manual and preparing for go-live
Acting as the single point of contact (SPOC) between business units, IT, and service providers

Result: Onboarding time was reduced from three working days to ten to fifteen minutes.

Oct 2013 - Sep 2014

1 year

Business Analyst

Major Bank, Frankfurt, Germany

Establishing SLAs with a focus on the horizontal customer view of processes
Developing a roadmap for SLA implementation
Defining requirements and analyzing relevant jobs and processes
Evaluating possible tools for route measurement and reporting tools for availability
Serving as the communication interface between governance and application owners for compliance and audit tracking
Coordinating application management (PlanningIT) and maintaining the functional landscapes

Result: Project was discontinued after twelve months.

Apr 2012 - Mar 2013

1 year

Business Analyst

Major Bank, Frankfurt, Germany

Creating the technical specification for implementing the French Financial Transaction Tax (FFTT) for phases I and IV
Meeting with tax experts to develop the product matrix
Designing and creating the product matrix as a basis for FFTT-relevant transactions
Managing and tracking open issues in Excel
Developing the test case matrix in Excel
Reviewing and filing publications related to the FFTT
Launching and producing the first FFTT report to France
Acting as the communication interface between business units, IT, service providers, and clients
Reviewing, archiving, and test management for the Italian financial transaction tax and capital gains tax correction

Result: First FFTT report to France was delivered on time within four months.

Jan 2010 - Jun 2011

1 year 6 months

Business Analyst

Major Bank, Frankfurt, Germany

Developing and creating test case matrices in Excel
Mapping between different income and revenue types in two banking systems
Reviewing and testing annual tax certificates (JSTB) and income types with a focus on corporate clients
Creating work templates based on patterns I/III and developing an Access database to control the tranches
Building Excel tools for verifying test cases
Managing and tracking open issues in Excel
Analyzing and preparing data sets for selections
Developing automated plausibility checks for JSTB patterns I/III
Supporting the Dresdner Bank/Commerzbank merger

Result: Annual tax certificates for 2010 and 2011 were delivered successfully.

Industry Experience

See where this freelancer has spent most of their professional time.

Experienced in Banking and Finance, Transportation, and Energy.

Banking and Finance

Transportation

Energy

Business Area Experience

See which departments and functions this freelancer has contributed to most.

Experienced in Information Technology, Quality Assurance, Finance, Business Intelligence, Project Management, and Audit.

Information Technology

Quality Assurance

Finance

Business Intelligence

Project Management

Audit

Summary

Senior Business Analyst and Project Manager with over 15 years of experience in the financial services industry. Specializing in requirements analysis, digitization of business processes, and implementation of regulatory requirements. Joachim Auster guides projects from the initial concept phase to a successful production launch, ensuring seamless execution.

Digitalization and Business Analysis

Business Processes | Requirements | Digitalization | Testing | Agile

As a Senior Business Analyst, Mr. Auster takes on, is responsible for, and supports all relevant activities. From analyzing requirements, comparing market options, designing solution proposals, presenting results and interim statuses, to testing and go-live with successful production launch and operations handover.

Mr. Auster has many years of hands-on experience in classical, agile, and hybrid project environments as a foundation for optimal execution. He has worked with agile tools like Jira and Confluence in almost all his projects.

During the implementation and testing phase, Mr. Auster plans, delegates, monitors, and controls the full range of test activities and tasks reliably and transparently. This includes creating and developing test case matrices (including test case and test flow descriptions), adjusting plans based on test results and progress, initiating all necessary actions (e.g. escalation, training) when issues arise (bug tracking), and reporting (analysis, documentation, reporting).

For go-live and operations handover, Mr. Auster centrally checks that all required systems and interfaces are in place. For the operations handover, Mr. Auster prepares the operations manual and necessary training.

Skills

Professional Skills – Business Processes & Agile

Business Analysis (+++)
Requirements Engineering (+++)
Data Analysis (++)
Data Cleansing (+++)
Data Migration (+++)
Test Management (+++)
Release Management (++)
Process Management (++)
Bpmn 2.0 (++)
Uml (+++)
Agile Methods & Mindset (+++)
Scrum Master (+++)
Scaled Agile: Nexus, Spotify, Less, Safe (++)
Product Owner (++)

Professional Skills – It

Ms Excel (+++)
Ms Word (+++)
Ms Powerpoint (+++)
Ms Access (++)
Ms Sharepoint (++)
Notion (+++)
Zoom (++)
Teams (++)
Jira Atlassian (++)
Confluence Atlassian (++)
Hp Qc & Hp Alm (++)
Customer Support (++)
Databases/sql (++)
Development/programming (+)
Document Management Systems Dms (+)
Knowledge Management Systems Kms (+)

Professional Skills – Banking

Digital Authentication With Token (+++)
Customer Onboarding And Offboarding (++)
Video Identification (+++)
Online Product Applications, Application Flows (+++)
Bank Websites (+++)
Claims (Dunning Notices, Garnishments, Insolvencies, Etc.) (+++)
Credit Card Processing (++)
Securities Processing (++)
Corporate Actions (++)
Withholding Tax (++)
Financial Transaction Tax Ftt (++)
Psd2, Sca, Fido (++)
Data Protection & Privacy (++)
Kyc (Know Your Customer), Aml (Anti-money Laundering) (+)
Investment Funds, Closed-end Funds, Home Savings Contracts (++)
Financial Mathematics (++)
Application Portfolio Management (Apm) (+)
General Governance And Compliance (+)

Professional Skills – Insurance

Property & Casualty Insurance (Liability, Accident, Etc.) (+++)
Life Insurance, Term Life, Unit-linked Policies, Pension Insurance (+++)
Health Insurance (Full Private, Supplementary, Long-term Care) (+++)
Insurance Brokerage (As Insurance Broker) (+++)
Investment Funds, Home Savings Contracts (++)
Financial Mathematics (++)
Actuarial Mathematics (++)

Professional Skills – Crm Customer Management

Crm Hubspot (+++)
Crm Pipedrive (+++)
Crm Activecampaign (+++)
Crm Ms Dynamics (+)

Professional Skills – Online Marketing/sales

Marketing Automation (+++)
Revenue Operations Revops (++)
Sales Funnel, Customer Acquisition (+++)
Marketing Funnel, Lead Generation (+++)
Segmentation/personalization (+++)
Content Marketing (++)
Inbound Marketing (++)
Customer Journey (++)
Copywriting/ad Copy (++)
Email Marketing (++)
Search Engine Marketing Sem, Seo, Sea (++)
Web Tracking, Tag Manager And Analytics (++)
Content Management Systems Cms (+++)
User Experience (+++)
Data Protection & Privacy (Gdpr) (++)

Languages

German

Native

English

Advanced

French

Elementary

Education

Oct 2007 - Jun 2008

FH Schmalkalden

Financial Specialist (FH) · Financial Specialist · Schmalkalden, Germany

Oct 1989 - Jun 1992

IHK Frankfurt/Main

Data Processing Clerk (IHK) · Data Processing Clerk · Frankfurt, Germany

Certifications & licenses

Professional Product Owner

Professional Scrum Master

ISTQB Certified Tester CTFL

Statistics

Experience

Total positions 10

Experience in Banking and Finance 7 y

Avg length 9 m

Longest experience 1 y 5 m

Expertise

Recent roles HubSpot Project Manager, Tracking + Analytics Expert, Digital Business Analyst, Digitalization, Excel Expert, Business Analyst, Digitalization

Main industries Banking and Finance, Transportation, Energy

Main business areas Information Technology, Quality Assurance, Finance

Qualifications

Certifications earned 3

Profile

Created

December 2024

Last Update

March 2026

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Frequently asked questions

Do you have questions? Here you can find further information.

Where is Joachim based?

Joachim is based in Frankfurt am Main, Germany and can operate in on-site, hybrid, and remote work models.

What languages does Joachim speak?

Joachim speaks the following languages: German (Native), English (Advanced), French (Elementary).

How many years of experience does Joachim have?

Joachim has at least 8 years of experience. During this time, Joachim has worked in at least 6 different roles and for 7 different companies. The average length of individual experience is 1 year and 9 months. Note that Joachim may not have shared all experience and actually has more experience.

What roles would Joachim be best suited for?

Based on recent experience, Joachim would be well-suited for roles such as: HubSpot Project Manager, Tracking + Analytics Expert, Digital Business Analyst, Digitalization, Excel Expert, Business Analyst, Digitalization.

What is Joachim's latest experience?

Joachim's most recent position is HubSpot Project Manager, Tracking + Analytics Expert at Swiss Post.

What companies has Joachim worked for in recent years?

In recent years, Joachim has worked for Swiss Post, Large Bank, Frankfurt/Main and Germany.

Which industries is Joachim most experienced in?

Joachim is most experienced in industries like Banking and Finance, Energy, and Transportation.

Which business areas is Joachim most experienced in?

Joachim is most experienced in business areas like Information Technology, Quality Assurance, and Finance. Joachim also has some experience in Business Intelligence, Audit, and Research and Development.

Which industries has Joachim worked in recently?

Joachim has recently worked in industries like Banking and Finance and Transportation.

Which business areas has Joachim worked in recently?

Joachim has recently worked in business areas like Business Intelligence, Information Technology, and Project Management.

What is Joachim's education?

Joachim attended FH Schmalkalden for Financial Specialist.

Does Joachim have any certificates?

Joachim has 3 certificates. These include: Professional Product Owner, Professional Scrum Master, and ISTQB Certified Tester CTFL.

What is the availability of Joachim?

Joachim is immediately available full-time for suitable projects.

What is the rate of Joachim?

Joachim's rate depends on the specific project requirements. Please use the Meet button on the profile to schedule a meeting and discuss the details.