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Philipp Scholl-Process Manager – M365 Dynamics CE / CJI Marketing

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Lemgo, Germany

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Experience

Feb 2025 - Present

Process Manager – M365 Dynamics CE / CJI Marketing

Ecclesia Holding GmbH

Position Summary
Process Manager – M365 Dynamics CE / CJI Marketing at Ecclesia Holding GmbH
Industries
Insurance
Business Areas
Information Technology
Marketing
  • Analysis, structuring, and optimization of all marketing processes in Microsoft Dynamics 365 Customer Engagement and Customer Insights
  • Conducting cross-functional workshops with marketing, sales, and IT to convert scenarios into customer journeys
  • Modeling processes in BPMN with technical and manual triggers
  • Technical implementation of journeys in Dynamics 365 Customer Insights for automated marketing actions
  • Ensuring measurability through lead generation and handling criteria
  • Creating comprehensive documentation in Confluence and decision templates for management
Nov 2024 - May 2025

Business Analyst – M365 Dynamics Customer Service

Ecclesia Holding GmbH

Position Summary
Business Analyst – M365 Dynamics Customer Service at Ecclesia Holding GmbH
Industries
Insurance
Business Areas
Information Technology
  • Evaluating the technical capabilities of M365 Dynamics Customer Service
  • Breaking down functions into clear sections for technical colleagues
  • Setting up a test environment and preparing use cases
  • Prototyping phase to assess practical feasibility and identify challenges
  • Creating comprehensive documentation of all analysis results and tests
  • Regularly informing and involving key stakeholders in decisions
  • Preparing management presentations to compare Dynamics 365 Customer Service and Jira Service Management
Nov 2024 - Jan 2025

Business Analyst – Insurer Interfaces

Ecclesia Holding GmbH

Position Summary
Business Analyst – Insurer Interfaces at Ecclesia Holding GmbH
Industries
Insurance
Business Areas
Information Technology
  • Analyzing and documenting requirements from insurers after annual meetings
  • Specifying general requirements and specific requirements for external service providers
  • Creating functional concepts, reviewing them in interviews, and integrating feedback
  • Designing BPMN processes, detailed Confluence documentation, and management presentations
  • Deriving epics and user stories, refining with developers, and assigning tasks based on strengths
  • Coordinating the handover to testing teams, planning and tracking bug fixes and test approvals
Jan 2024 - Nov 2024

Business Analyst – M365 Dynamics CRM

Ecclesia Holding GmbH

Position Summary
Business Analyst – M365 Dynamics CRM at Ecclesia Holding GmbH
Industries
Insurance
Business Areas
Information Technology
Project Management
  • Eliminating structural and documentation deficits at the start of the project
  • Providing templates and standards for stakeholders and project team members
  • Switching the working method to SCRUM
  • Analyzing requirements from various departments with documentation and preparation for the steering committee
  • Supporting the Product Owner with the technical implementation of functional requirements
  • Developing and implementing a communication concept and conducting training to increase acceptance
  • Developing and implementing a project controlling concept and creating management templates
Jun 2023 - Nov 2024

Product Owner – Insurer Interfaces

Ecclesia Holding GmbH

Position Summary
Product Owner – Insurer Interfaces at Ecclesia Holding GmbH
Industries
Insurance
Business Areas
Information Technology
Product Development
  • Gathering and documenting requirements from insurers after annual meetings
  • Specifying general requirements and specific requirements for external service providers
  • Creating and reviewing functional concepts in interviews with fellow Product Owners
  • Designing BPMN processes, Confluence documentation, and management presentations
  • Deriving epics and user stories, refining with developers, and assigning tasks based on strengths
  • Coordinating the handover to testing teams, planning and tracking bug fixes and test approvals
Apr 2023 - Dec 2023

Technical Product Owner / Requirements Engineer - Entertainment Online Services

Automotive

Position Summary
Technical Product Owner / Requirements Engineer - Entertainment Online Services at Automotive
Industries
Automotive
Business Areas
Information Technology
Product Development
Quality Assurance
  • Requirements engineering based on stakeholder requirements and market research
  • New concept design and sketching of possible services as an MVP for vehicles
  • Presentation and approval of solutions to stakeholders and decision-makers
  • Quality assurance processes in collaboration with POs and staff departments
  • Focus on customer journey, customer value, and data privacy/protection
  • Creating mock-ups, sagas, epics, and stories with international dev teams
  • Performance tracking by defining KPIs and implementing them in suitable tools
  • Supporting test case design, end-to-end test models, standard test apps, and the group's test strategy
Sep 2022 - Mar 2023

IT Asset and Outsourcing Owner - Ownership of home financing tools and partnerships

ING Deutschland GmbH

Position Summary
IT Asset and Outsourcing Owner - Ownership of home financing tools and partnerships at ING Deutschland GmbH
Industries
Banking and Finance
Business Areas
Information Technology
Project Management
  • Supported the project of a real estate valuation tool to integrate into eight external financial service platforms
  • Created synergies between the bank and financial service providers for uniform property valuations
  • Introduced a new sales platform for 5,000 partners, including migration and training planning
  • Ensured compliance by creating evidence and authorization concepts
  • Conducted service control boards with providers and implemented SLA monitoring
  • Handled price negotiations due to ongoing inflation
  • Performed outsourcing controls and prepared audit documents for third-party assets
Feb 2020 - Jul 2022

Business Analyst / Product Owner – Customer portals for B2B end customers

Ecclesia Holding GmbH

Position Summary
Business Analyst / Product Owner – Customer portals for B2B end customers at Ecclesia Holding GmbH
Industries
Insurance
Business Areas
Information Technology
Product Development
  • Conducted workshops to identify missing and improvable functions
  • Created the roadmap for the MVP, subsequent releases, and timeline
  • Held steering committee meetings for development status, roadmap, and sales topics
  • Continuously collected customer feedback and prioritized it into user stories in the Jira project
  • Optimized existing BPMN processes for back office and consultants
  • Developed and implemented an open API for data integration and external claims reporting
  • Developed and executed a sales plan for existing customers
Jul 2017 - Jul 2022

Lead Consultant - Sales and consulting in the area of digital customer portals for B2B end customers

Ecclesia Holding GmbH

Position Summary
Lead Consultant - Sales and consulting in the area of digital customer portals for B2B end customers at Ecclesia Holding GmbH
Industries
Insurance
Information Technology
Business Areas
Information Technology
Marketing
Sales
  • Sales and consultant for digital customer portals across large, medium, and small customers for claims and contract management
  • Advised on insurance processes within the company
  • Initiator and implementer of several internal projects to ensure the company's future viability
  • Acted as translator between customers and the technical team, turning feedback into features
  • Active marketing and networking for the IT product ecconnect
  • Created presentation materials, promotional website, and sales/rollout process
  • Developed a consulting software to support consultants
  • Conducted external and internal training and provided technical support
  • Set up an OTRS and Jira Service Management ticketing system with a knowledge base and self-information system
  • Provided subject-matter leadership to other consultants
  • Serviced large hospital groups, DAX companies, dioceses, and welfare associations
  • Responsible for data protection and order processing

Industry Experience

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

Experienced in Insurance, Information Technology, Automotive, and Banking and Finance.

Insurance
Information Technology
Automotive
Banking and Finance
Profile match chart

Business Area Experience

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

Experienced in Information Technology, Marketing, Sales, Product Development, Project Management, and Quality Assurance.

Information Technology
Marketing
Sales
Product Development
Project Management
Quality Assurance
Profile match chart

Skills

  • Project Management.
  • Jira
  • Confluence
  • Bpmn
  • Scrum
  • Kanban
  • Ms Office
  • Development Teams
  • Compliance
  • Etc.

Languages

German
Native
English
Advanced
Spanish
Elementary

Education

Oct 2017 - Jun 2020

Bachelor of Science · Process Management – Business Informatics in the Banking and Insurance Industry

Certifications & licenses

Microsoft Dynamics 365 CRM Fundamentals

SCRUM Master & Product Owner Certification (Foundation)

Statistics

Experience

Total positions 9
Experience in Insurance 8 y
Avg length 1 y 5 m
Longest experience 5 y

Expertise

Recent roles Process Manager – M365 Dynamics CE / CJI Marketing, Business Analyst – M365 Dynamics Customer Service, Business Analyst – Insurer Interfaces
Main industries Insurance, Information Technology, Automotive
Main business areas Information Technology, Marketing, Sales

Qualifications

Highest degree Bachelor
Certifications earned 2

Profile

Created
Last Update

Frequently asked questions

Have questions? Find more information here.

Philipp is based in Lemgo, Germany and can operate in on-site, hybrid, and remote work models.
Philipp speaks the following languages: German (Native), English (Advanced), Spanish (Elementary).
Philipp has at least 9 years of experience. During this time, Philipp has worked in at least 9 different roles and for 3 different companies. The average length of individual experience is 1 year. Note that Philipp may not have shared all experience and actually has more experience.
Based on recent experience, Philipp would be well-suited for roles such as: Process Manager – M365 Dynamics CE / CJI Marketing, Business Analyst – M365 Dynamics Customer Service, Business Analyst – Insurer Interfaces.
Philipp's most recent position is Process Manager – M365 Dynamics CE / CJI Marketing at Ecclesia Holding GmbH.
In recent years, Philipp has worked for Ecclesia Holding GmbH, Automotive, and ING Deutschland GmbH.
Philipp is most experienced in industries like Insurance, Information Technology, and Automotive. Philipp also has some experience in Banking and Finance.
Philipp is most experienced in business areas like Information Technology, Marketing, and Sales. Philipp also has some experience in Product Development, Project Management, and Quality Assurance.
Philipp has recently worked in industries like Insurance, Information Technology, and Automotive.
Philipp has recently worked in business areas like Information Technology, Marketing, and Sales.
Philipp holds a Bachelor in Process Management – Business Informatics in the Banking and Insurance Industry.
Philipp has 2 certificates. These include: Microsoft Dynamics 365 CRM Fundamentals and SCRUM Master & Product Owner Certification (Foundation).
Philipp is immediately available full-time for suitable projects.
Philipp's rate depends on the specific project requirements. Please use the Meet button on the profile to schedule a meeting and discuss the details.
To hire Philipp, click the Meet button on the profile to request a meeting and discuss your project needs.

Average rates for similar positions

Rates are based on recent contracts and do not include FRATCH margin.

1000
750
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Market avg: 840-1000 €
The rates shown represent the typical market range for freelancers in this position based on recent contracts on our platform.
Actual rates may vary depending on seniority level, experience, skill specialization, project complexity, and engagement length.