Customer Relationship Management Experts in Vienna

Organizational Change Management for the strategic setup of a hybrid GBS rollout as part of a global, AI-driven Finance Transformation. End-to-end management of the OCM architecture in a highly complex on-, near-, and offshore partner setup [IN, PL, RO]. Successful completion of Phase 1 (Initial Strategy) and strategic pausing by the Executive Board after the early disclosure of critical vendor-side OPEX risks

• Systemic Baseline Assessment & Stakeholder Diagnostics: Evaluation of the global organization and analysis of the process landscape across 21 countries [AT, DE, CH, FR, UK, SI, RO, UA, RU, US, CD, CN, AR, MX, ZA, IN, JP] to precisely determine change requirements

• Architecting the OCM Strategy & Master Roadmap: Independent development of a comprehensive, AI-centered Change Roadmap for end-to-end management of all change initiatives across every project phase

• Data Quality & AI Agent Risk Mitigation: Auditing of Process Data Repositories (Celonis analysis); prevention of the ingestion of 58% synthetic training data to safeguard AI model reliability amid geopolitical supply chain tensions

• GBS Vendor BAFO Triage & Contractual Commitment: Critical review of Tier-1 vendor pitches and contractual commitment to a reduced Non-STP rate (from 7% to 4%) to avoid extreme manual rework with a planned FTE reduction (-63%)

• Executive Enablement & Board Alignment: Design of the GBS Transformation Executive Board Deck to strategically enable C-level executives and transparently present completely overlooked AI tokenization costs

• Targeted Change Communications & Engagement: Design and development of audience-specific communication measures to align the highly diverse, globally distributed stakeholder network

• Adoption Velocity & Resistance Measurement: Engineering of quantitative measurement tools (Pulse Check Survey) using Behavioral Dyads to identify resistance based on data and ensure sustainable success measurement

Results:

• Avoidance of disruptive misallocations: Stopping the ingestion of 58% synthetic AI-agent training data after discovering only 42% compatibility with existing processes, preventing critical GBS cascade errors
• Significant OPEX & effort reduction: Reduction of the Non-STP rate in Tier-1 vendor BAFOs from 7% to 4% alongside an impending 63% Finance-FTE reduction; avoidance of thousands of time-consuming manual correction processes
• 100% Delivery of the OCM architecture & ROI protection: Delivery of all OCM artifacts (Change Roadmap, Comms Plan, Executive Board Deck, Pulse Check Survey) and protection of ROI by identifying incalculable LLM runtime token costs

• Analysis of existing work, information and decision-making processes.

• Identification and prioritization of suitable use cases for AI agents.

• Elicitation of functional and non-functional requirements.

• Design of collaboration between users and AI agents, including control and escalation mechanisms.

• Support for the implementation of the AI agents and adapted keyboard hardware.

• Business target vision for the AI-first transformation.

• Structured and prioritized requirements for implementation.

• Defined roles, interactions and control points between people and AI agents.

• Preparation for the gradual automation of productive work processes.

Techstack: AI agents, LLMs, agent orchestration, RAG, APIs, automation, hardware

• From 02/2023 to 05/2024: IT interim manager within an international construction chemicals group headquartered in Germany as Global TSA Manager in a carve-out project responsible for the IT workstream.

• End-to-end management of an international IT carve-out and TSA program, including transition of five service providers, governance and operating structures, service continuity, provider performance, SLA/KPI and cost management, SIAM and supplier management, security services, operational readiness, and transition into stable operations.

• From 06/2024: IT consulting in project management and IT service management areas, providing PM/PMO coaching and support.

Tech: AWS (Glue, Lambda, Redshift), Airflow, PostgreSQL, Python, PySpark, Metabase, Power BI

Delivered: Analytics-Ready Data Models • Legacy SQL to Cloud ETL Migration • Dynamic Pricing Engine

• Owned and evolved the company data warehouse end-to-end — from ingestion to transformation to analytics-ready dimensional data models on AWS Redshift.
• Collaborated with Analysts, Data Scientists, and business stakeholders to deliver scalable dimensional data models that enable self-serve analytics and streamline dashboarding in Metabase and Power BI.
• Architected end-to-end ETL/ELT pipelines on AWS (Glue, Lambda, Redshift) using Python and PySpark, orchestrated with Apache Airflow (MWAA) for reliability and observability.
• Defined and enforced data quality standards and governance practices across pipelines and the core data layer.
• Led migration of legacy SQL infrastructure into scalable AWS Glue pipelines with distributed PySpark processing, eliminating bottlenecks and reducing downtime.
• Developed a dynamic pricing engine applying automated promotional discounts based on occupancy rates, competitor pricing, and location performance tiers.
• Designed schema mappings to ingest MongoDB data into structured relational systems (Redshift/PostgreSQL).

Delivery of a digital, non-profit neighborhood platform connecting older people with volunteers for practical support and social companionship. Responsibility for business analysis, requirements definition, platform evaluation and delivery of a locally scalable service solution, with a focus on AI-supported development, data-driven optimization and clear market positioning. Evaluation of several low-code/business platforms, including Odoo and Glide Apps, as well as assessment of monday.com as a CRM-related option, before selecting Glide Apps for implementation. Implementation of a non-native mobile and desktop application with Glide Apps and the website with WordPress. Responsibilities

• Gathering, analyzing and structuring business requirements for the product and service model
• Conducting market, target group and competitor analyses to position the offering
• Evaluating and selecting suitable low-code/business platforms for implementation
• Defining key user journeys, business processes and operational workflows for older people, volunteers and Administration
• Translating business requirements into requirements for profiles, task management, coordination, communication and notifications
• Supporting the implementation of the non-native mobile and desktop application in Glide Apps and the website in WordPress
• Preparing future AI-supported functions such as intelligent matching and data-driven optimization
• Ensuring compliance with GDPR requirements Results
• Successfully delivered digital support platform connecting older people with volunteers
• Solid foundation for market positioning through market, target group and competitor analyses
• Implemented functional non-native mobile and desktop application with Glide Apps and accompanying website with WordPress
• Created foundation for scaling and AI-based further development

• Design and deploy production multilingual AI voice-agent solutions for customer service, lead capture, after-hours support and front-office automation use cases.
• Delivered three client implementations spanning Europe, Asia and North America, including multilingual support, sales/lead-capture and privacy-sensitive intake workflows.
• Translate business requirements into conversation flows, prompt architecture, knowledge grounding, fallback and handoff logic, guardrails, consent gates and structured data capture; production support deployments include knowledge bases of approximately 1,000 grounded Q&A entries per language.
• Build scenario-based evaluation and regression QA covering normal flows, edge cases, failure modes, handoff behaviour and acceptance criteria; coordinate fixes through production readiness and rollout.
• Work hands-on across Retell, ElevenLabs Agents, Twilio, Supabase/PostgreSQL, Vercel, APIs/webhooks and CRM workflows; lead discovery, demos, solution shaping and cross-functional delivery.

Sector: AI voice automation / customer workflow design

• General project management
• Design of a CRM system using a Design Sprint
• Creation of a prototype
• Conducting user tests
• Preparation of a tender
• Creation of an implementation roadmap

• BSS system implementation for B2B / transformation of the central B2B system landscape
• End-to-end business responsibility for defining, structuring and prioritizing key B2B business processes as part of a complex BSS transformation.
• Work in an agile, SAFe-like setup with multiple teams involved, along with regular coordination with business, IT, solution design and architecture.
• Translation of business requirements into implementable epics, features, user stories, process models and acceptance criteria as the basis for technical implementation.
• Close collaboration with solution design and architecture to assess technical dependencies, interfaces, data flows and system impacts.
• Management of target process design as the basis for implementation in Infonova BSS.
• Interface management between business departments, IT, architecture, development and operational units, including facilitation of cross-functional workshops.
• Ensuring process consistency, governance, decision-making capability and business acceptance as part of the system implementation.

• Shaping service management framework as part of head office of RBI
• Service owner overseeing IT cloud services, accountable for overall quality, lifecycle, and success
• Managing customer relationships and satisfaction for 10 business units ensuring smooth business continuity and operations
• Single point of contact and service/process owner providing T-shaped expertise in IT domains, cloud platforms and services (AWS, Azure, Kubernetes, Salesforce, ServiceNow, Jira, Orca, CRM, GitHub, SFMC)
• ITSM/ITIL implementation and mentoring including design, definition, mapping, and execution
• Change and release management, UAT/test assurance, major incident management, SDLC management
• Managing regulatory and audit requirements, DORA, GDPR, ITPF compliance and reporting
• Acting as a point of escalation for complex customer issues, resolving conflicts, fostering a customer-centric culture
• People management: leading and managing service delivery teams, DevOps, vendors, and third-party teams
• Cross-tribe service delivery and contract management: KPIs, SLAs, OLAs, RPO, RTO, BCM/SCM management
• Agile/Scrum process delivery governance, stakeholder communication, and budget/cost management

• Managed large-scale sales and process optimization initiatives for clients including BASF, British American, IDNow, AvconJet, etc.

• Planned and executed CRM and digital strategies to increase process automation, integrate AI, enhance reporting capabilities, and ensure data integrity.

• Designed and standardized core workflows across Marketing, Sales, and Customer Success teams to drive sustainable revenue growth and team throughput.

• Provided ongoing advisory to C-level executives; supported organizational restructuring and strategic direction, as well as facilitated change-management efforts.

• Realigned sales processes across EMEA, the USA, and APAC as Interim Director, Revenue Operations at BASF – Forward AM.

• Designed and implemented new technologies and processes to boost revenue and market reach at BASF – Forward AM.

• Developed and implemented new workflows to improve operational efficiency and data utilization, with a focus on post-sales and customer success in the business aviation sector for AvconJet.

• Restructured and optimized Salesforce for better data integrity and automated sales processes for AvconJet.

• Conducted due diligence for the acquisition of digital marketing agencies in Manila, evaluating revenue potential, scalability, and operational efficiency.
• Advised international companies on go-to-market strategies across Asia, with a strong focus on China and Southeast Asia’s online commerce ecosystems.
• Developed tailored digitalization and automation processes within CRM and marketing operations to drive efficiency and data transparency.
• Achieved successful market positioning and digital process optimization in collaboration with various SaaS and automation agencies, enabling scalable regional growth.

• Acting as the sole program owner for BizMax and SaaS Monitoring products, integrating enterprise business insights with platform reliability and health monitoring to drive revenue growth and operational confidence.
• Own delivery of complex B2B technical initiatives at LastPass, driving implementation of innovative security and platform features across the broader zero-knowledge ecosystem.
• Work with backend, frontend and DevOps teams; manage stakeholders from Product, Marketing, Engineering, Architecture, Security, Platform, UX, and Quality to define scope, priorities, success metrics, and delivery plans while driving technical decision processes.
• Lead program planning and execution across multiple workstreams, ensuring delivery on time, within scope, and aligned with business objectives; mentor cross-functional teams and act as the primary escalation point to remove blockers and maintain delivery momentum.
• Drive annual strategic planning and budgeting, working with senior leadership and directors to align priorities, secure funding, and optimize resource allocation; proactively identify, manage, and mitigate technical, delivery, and dependency risks throughout the full program lifecycle, escalating issues early to minimize impact.
• Lead internal dogfooding initiatives and external beta programs, collaborating directly with customers to validate functionality, usability, and performance.
• Support go-to-market activities by contributing to customer-facing content, including blogs, talks, and product communications; own go-live readiness, hypercare coordination, and program closure, ensuring lessons learned are captured and applied for continuous improvement.
• Successfully led a large-scale greenfield program, designing and implementing end-to-end delivery and governance processes from scratch to deliver SaaS Monitoring and BizMax features, generating a multimillion-dollar increase in ARR and becoming a major revenue stream for the company.
• Designed repeatable AI-assisted workflows that improve planning accuracy and reporting efficiency.
• Founded and implemented standardized cross-team PMO processes and templates, including project overview, project brief, T-shirt sizing, risk register, ADR/RFC, release rollout plan, CAB, program closure, lessons learned, internal and external beta programs, and dogfooding, establishing a company-wide framework supporting delivery of the largest-scale programs.
• Mentored junior team members, new hires, and employees undergoing transformation initiatives, supporting skills development and adoption of modern delivery practices.

• Setup of a new Data Warehouse (Budget ~€15M 2025 – 2026)
• Backend modernization project (Budget ~€5M 2025 – 2026)
• Standard software rollout with custom programming (Budget ~€9M 2025 – 2026)

• Responsible for realigning the data architecture of the Abu Dhabi government to achieve a fully AI-driven public administration
• Definition of modeling standards
• Creation of a conceptual and logical model for the entire Abu Dhabi government administration
• Definition of data quality and data security standards