Customer Relationship Management Experts in Zurich
in minutes from over 15,000 CVs with the power of AI.Hire experts who can shape CRM processes, clean up customer data, and connect sales, service, and marketing tools. They work with Salesforce, Microsoft Dynamics 365, HubSpot CRM, and custom workflows. Get fast, precise matching with vetted, available freelancers.
Meet FRATCH Experts in Zurich, who have recently used Customer Relationship Management
Marco Skulschus
Last position:
Business Analyst, Data Warehouse Developer at NRW.Bank
Business analysis for risk controlling.
Development of a data warehouse based on MS SQL Server with data from the FIS Cross-Asset Trading and Risk Platform (formerly Front Arena).
Implementation of ETL and transformation logic with T-SQL and Python (template engine Jinja2).
Modeling and automation of data structures with Data Vault.
Building reporting and analysis reports with Microsoft Power BI, including training and onboarding of users.
Vincent Verdet
Last position:
IT Business Partner & Enterprise Architect at Sulzer
- Established the Enterprise Architecture function from the ground up for Sulzer Group (~13,500 employees, CHF 3.6B revenue)
- Defined the Technical Governance framework, Target Operating Model, and IT PMO foundation now governing architecture decisions and portfolio demand across all divisions.
- Deployed SAP LeanIX as the authoritative application portfolio system of record - catalogued 500 applications group-wide (140 for Chemtech), onboarded business and IT stakeholders, and initiated integration with ServiceNow to embed architecture data into operational workflows.
- Led the divisional & group wide Application Rationalization initiative
- Decommissioned 15% of the 140 applications Chemtech portfolio, delivering CHF 627k in run-rate savings over two years and materially reducing licensing and support exposure.
- Defined and executed the divisional AI Roadmap in partnership with Sales, Legal, and R&D leadership
- Delivered 4 AI solutions into production (including Sales process harmonization and LLM-based IP conflict detection) from a portfolio of 7 prioritized initiatives.
- Built and owned the 3-year IT Strategic Roadmap for Chemtech
- Aligned cloud and technology architecture with divisional business priorities and a CHF 1.5M annual investment envelope.
- Delivered CHF 500k in cost avoidance by challenging and discontinuing funded but low-value initiatives, demonstrated governance discipline and executive influence, with zero implementation spend.
Nik Gantchev
Last position:
Executive Interim & Transformation Partner at Audoban & Co. GmbH
- Stepped into a senior interim mandate with hands-on accountability for a complex business model transformation, taking ownership of execution, operating decisions, and delivery within a highly regulated and complex regional environment.
- Led market access, launch, and go-to-market transformation work, aligning commercial, operational, and governance structures to support entry into new markets under time and regulatory pressure.
- Supported post-merger integration as well as divestiture shaping assignments, working hands-on with executive teams to align operating realities, decision rights, and accountability with transaction intent.
- Took interim ownership of critical transformation and integration programs, resetting priorities, sequencing, and leadership expectations where delivery risk or organizational friction had emerged.
- Acted as a trusted interim partner to CEOs and senior leaders during periods of structural change, providing clear judgement, hands-on leadership, and execution discipline.
Vitaly Podkopaev
Last position:
IT Project Manager UCC at Office for Informatics, Canton of Zurich
- Collaboration with and deputizing for the service manager for UCC (product owner)
- Interface management for UCC with other functionalities as part of the digital workplace
- Control of infrastructure tests and rollout, monitoring dependencies with other sub-projects
Piotr Seredyn
Last position:
CTO Program Manager, Theme Owner / Senior Project Manager at Avaloq Group AG
- Clients: Central banks of the most developed economies in the world, German, Swiss, Luxembourgish, Monegasque, Singaporean, Japanese wealth managers and universal/private banks, world’s largest investment banks
- Accountable for managing the delivery of a portfolio of digital wealth and consumer relationship management initiatives
- Project managing portfolios of projects within CTO product and technology business area (cyber security, architectural changes, re-organisational transformation, 3rd party apps)
- Products: Kernel & Parametrisation for Core Avaloq Banking Platform; modules: CRM, client data management, wealth management, portfolio management (generating over 90% of company revenues)
- Key responsibilities:
- Reporting to Head of Disruptive Innovation Division; stakeholder to five product owners & two domain owners
- Accountable for delivery of annual themes and quarterly key deliverables
- Managing demand vs supply via QBR process: book of work, execution, reporting, risk management
- Directly managing around 40 external consultants (front-end/back-end engineers, BAs, designers)
- Hiring and managing resources in eight countries
- Running quarterly divisional closure meetings presenting achievements and challenges
- Resolving cross-team dependencies and internal/external conflicts
- Owning and controlling maintenance budget; planning, forecasting, execution; ensuring demand matches supply
- Identifying and staffing key roles with chapter leads
- Approach: Agile, Scrum of Scrums, QBR/OKRs
- Technology: Angular, PL/SQL, JavaScript, Confluence, JIRA (JQL)
Max Meinhardt
Last position:
Qualtrics CXM Solutions Expert at Freelancing
Support with the introduction and implementation of the Qualtrics XM platform in the consulting and service environment for customers, e.g. in the banking sector, focusing on data quality, parameterization, technical coordination, and implementation support
Technical validation of configurations, feedback flows, and reporting setups
Review and assurance of data quality (mapping, mandatory fields, regulatory-relevant fields)
Performance of UAT, functional tests, and data checks in collaboration with the department and IT
Coordination with stakeholders from consulting, service, compliance, IT, and product management
Clarification of technical requirements with the business side and derivation of adaptation requirements in the platform
Creation of documentation, test protocols, and quality-related artifacts
Support in the preparation of internal approvals and rollouts
Successful technical acceptance of the new feedback and reporting functionalities
Increase in data quality in the relevant fields (e.g., feedback classification, assignment to the consulting process)
Stable implementation of the platform in the consulting environment with clear handover to IT and specialist departments
Philipp Siegenthaler
Last position:
Equity Portfolio Manager - Digital Wealth Management at Interactive Brokers LLC
- Solely responsible for two portfolios totaling USD 1 million with an average monthly performance of 2%
- Responsible for the investment strategy, specializing in US equities and ETFs (exchanges: NASDAQ and NYSE)
- Market, trend, data, and technical chart analysis
- Risk management – diversification, daily/weekly risk mitigation measures (rebalancing) to ensure optimal portfolio profitability
Nelli Hörner
Last position:
Project Manager and Business Analyst at Semiconductor (NDA)
- Project lead for a global organization improvement project impacting tax model, global organization, Order 2 Cash (O2C), Procure 2 Pay (P2) processes, supply chain, finance, tax, assets, HR and IT systems including ERP
- Implemented new way of working, including process changes, documentation of work instructions and updates to IT systems including ERP and HR systems
- Success: new operating model implemented and delivering expected benefits
Daniel Schmidt
Last position:
Senior Manager at devpoint GmbH
- Design and co-implementation of an insolvency management platform in Germany for a client (based on an AI development tool)
- Concept, requirements engineering, and implementation support for a Dubai-based company to integrate processes into a CRM
- Business analysis and requirements engineering at Swisscom for integrations
- Integration of a new knowledge management system into the business processes at Swisscom AG – REST API definition
- Project manager, consultant, and sparring partner for the realignment/process digitalization at GIB Solutions AG
- Process designer and prototype for an AI-based real estate marketing system in Dubai
- Interim head of the ICT department at a telecom company, reorganizing and optimizing processes with a team of 5 at GIB Solutions AG
- Agile requirements engineer / external PO for a web-based solution for the German company DEHN AG
- Project management and consulting for the existing marketing and campaign planning solution at Swisscom AG
- Building the ALoHA nearshore offering at devpoint
Christian Bucholdt
Last position:
Principal Business Acceleration & Advisory at Xebia
- Building productivity solutions for backoffice functions including case management and automated workflows in insurance
- Integration of GenAI functionality in operational processes for efficiency based on measurable KPIs
- Successfully delivering integration and data projects with agile methodology in requirements engineering, cloud native development and computing, software development, data analytics, quality management and technical documentation
- Coaching and advising clients for adoption of technologies such as use case identification, organizational impact assessment and building a business case for investments
- Advising clients on cost optimization through IT carve out and outsourcing of software product engineering
- Technologies: Jira, Confluence, ServiceNow, GitHub Co-Pilot, Agile/SAFe
Peter Sacco
Last position:
Web Application Developer PHP / WordPress Plugin Development at Gemeinde Bauma
- Analysis, consulting, and development of a WordPress application for the digital processing and delivery of the Bauma chronicle archive
Cathrin Harrison
Last position:
Coach & Trainer at Self-employed
- Conducting one-on-one coaching sessions to support personal and professional goal achievement
- Developing customized coaching and training concepts for different target groups
- Facilitating training workshops on communication, leadership and personal development
- Analyzing development needs and deriving suitable learning and coaching measures
- Using various coaching methods and tools tailored to the client's individual situation
Arne Hodel
Last position:
Director at Deloitte Consulting AG
- Overall management of the international program to implement the KYX solution for the regulatory traceability of global financial and goods flows
- Steering the end-to-end integration of finance, logistics and compliance systems in a global network
- Responsible for planning, budgeting, quality assurance and reporting to the global program committee
- Leading interdisciplinary project teams and coordinating multinational stakeholders
- Designing and negotiating strategic partnerships with technology and vendor partners
- Ensuring smooth execution of all project phases from development to rollout in cross-regional markets
- Building a global KYX ecosystem with high regulatory impact
- Managing an international program with direct relevance for Deloitte Global
- Establishing standardized interfaces between finance and logistics systems
Christian Jedlicka
Last position:
Strategic Lead Financial Services & Next-Gen Finance (Voluntary Leadership Role) at Swiss FinTech Association (SFTA)
- Supporting the association through an ongoing strategic restructuring process, modernizing operational structures and improving governance.
- Founded specialist workgroups for Financial Services and Next-Gen Finance, establishing collaboration frameworks, setting priorities, and driving initiatives across the Swiss financial ecosystem.
- Strengthened SFTA’s visibility and impact by organizing high-profile industry events, expert panels, and roundtables with banks, WealthTechs, investors, and regulators.
- Initiated and secured strategic partnerships with ecosystem players to broaden the association’s reach and promote wider FinTech and WealthTech collaboration.
- Contributed to the development of thought-leadership topics and national-level initiatives aimed at enhancing Switzerland’s position as a global FinTech and WealthTech hub.
Dariusz Kaczmarkiewicz
Last position:
Business System Analyst at Zurich Insurance
Participating in a strategic enterprise project to introduce a centralized customer data platform ("Single Source of Truth") to eliminate redundant data storage and accelerate digital services
Analyzing and documenting business and system requirements for migrating large, heterogeneous data sets (ETL) and for continuous data synchronization between core systems and the new platform
Close collaboration with business units, data engineers and architects to gather and validate requirements, and to ensure data quality, consistency and regulatory compliance
Defining the migration strategy, specifying ETL processes and synchronization mechanisms, and documenting technical interfaces
Developing and executing test cases for migration and synchronization processes, and performing defect analysis to ensure data integrity and system stability
Technologies: SQL, Microsoft SQL Server, Azure DevOps, Confluence, UML, RESTful Services, Swagger, Postman
Discover over 15,000 top freelancers
Statistics of experts using Customer Relationship Management
Aggregated from the professional profiles of matched freelancers.
Experience
22 years
Position duration
2.7 years
Positions per freelancer
10
Top business areas
Project Management, Information Technology, Strategy
Top industries
Professional Services, Information Technology, Banking and Finance
Certification focus areas
Product Development, Project Management, Information Technology
Bachelor's degree or higher
90%
Master's degree or higher
86%
Doctorate
5%
Certifications per freelancer
4
Most common languages
English, German, French
Speak two or more languages
100%
Based on our profile pool as of 30 Aug 2026.
Daily rate distribution
The chart shows how the daily rates of freelancers in this technology in Zurich are distributed, based on recent contracts on our platform. Each bar covers a rate range — its height shows how many freelancers charge within that range.
Average rates of experts in Zurich using Customer Relationship Management
Rates are based on recent contracts and do not include FRATCH margin.
The average daily rate is the mean of all daily rates from recent contracts of comparable freelancers on our platform.
The median daily rate is the middle value of all daily rates — half of comparable freelancers charge less, half charge more. Unlike the average, it is barely affected by outliers.
Calculated based on our freelancers’ daily rates as of 30 Aug 2026. Actual rates may vary depending on seniority level, experience, skill specialization, project complexity, and engagement length.
About the technology
What CRM covers
Customer Relationship Management, or CRM, is the system companies use to manage leads, accounts, contacts, and service history in one place. It supports sales pipelines, customer support, campaign follow-up, and reporting. In Zurich, it often sits at the center of finance, professional services, and international B2B teams.
Common systems
- Salesforce for sales, service, and automation workflows
- Microsoft Dynamics 365 for integrated business processes
- HubSpot CRM for lighter sales and marketing setups
- CRM data models, fields, roles, and permissions
- Workflow rules, dashboards, and integrations
Where specialists help
Companies bring in freelance CRM specialists when a rollout needs structure, a migration is stuck, or users are not adopting the system. They also help when data is messy, sales stages do not match reality, or reports do not support decisions. Zurich teams often need experts who can work with English and German stakeholders.
What strong experts do
Strong CRM professionals map real sales and service processes before touching the system. They know how to translate business needs into clean fields, automations, user permissions, and reliable reporting. They also understand data quality, change management, and how to keep CRM work aligned with the wider stack.
Typical deliverables
A good engagement may include setup, migration planning, deduplication, workflow design, dashboard tuning, and integration support. Experts may also document processes, train teams, and improve handover between sales, service, and marketing. The goal is a CRM that people actually use.
When to bring in help
Bring in outside expertise when the project spans multiple teams, the current CRM no longer fits, or a new vendor is being introduced. It also makes sense when you need short-term help for a launch, a cleanup, or a rescue project. The right specialist can shorten delivery time and reduce rework.
Frequently asked questions
Key details about Customer Relationship Management, drawn from the questions we get asked most.
Customer Relationship Management is the way a company stores customer data, tracks interactions, and manages sales and service work in one system. It usually covers leads, contacts, accounts, cases, campaigns, and reporting. For many teams, CRM is the operational record of the customer relationship.
When people say CRM, they often mean Salesforce, Microsoft Dynamics 365, or HubSpot CRM. In larger companies, the term may also cover custom-built systems or an older setup that still runs core processes. The right specialist should be able to work across the platform and the business process behind it.
A strong Customer Relationship Management specialist is useful for new implementations, migrations, cleanup work, and workflow redesign. They are also valuable when reports are unreliable or when sales, service, and marketing are not using the same customer data. These projects often fail without someone who can connect process, data, and configuration.
CRM focuses on the customer lifecycle: contacts, opportunities, service, and account activity. ERP handles finance, supply chain, and operational back office work, while marketing automation is mainly about campaigns and nurture flows. Many companies connect all three, but CRM usually sits closest to daily customer-facing work.
A good Customer Relationship Management expert usually brings data modelling, integration knowledge, reporting, and process design. Familiarity with APIs, ETL tools, user access control, and change management is also useful. For more complex setups, experience with sales operations and service workflows helps a lot.
The right CRM project does not always need a large team, but it does need someone who has handled similar complexity before. A simple workflow fix is different from a multi-country rollout or a migration from an older system. The more systems, user groups, and data sources involved, the more important deep experience becomes.
Yes, many Customer Relationship Management specialists work remotely very well, especially for configuration, documentation, and coordination. In Zurich, on-site time can still help during workshops, stakeholder interviews, or go-live support. English is often enough for the technical work, but German can help with user adoption and local teams.
Look for a CRM specialist who can explain trade-offs clearly, ask about the current process, and show how they handled data, permissions, and reporting in past work. Good signs are clean documentation, practical recommendations, and a focus on adoption, not just setup. If they only talk about features and not business use, be careful.
The average hourly rate of freelancers in Zurich, Switzerland who have used Customer Relationship Management in their recent projects is 126 €, which corresponds to a daily rate of about 1,004 € based on an 8-hour working day.
Of the freelancers in Zurich, Switzerland who have used Customer Relationship Management in their recent projects, 90% hold at least a Bachelor's degree, 86% hold at least a Master's degree, and 5% hold a doctorate.
On average, freelancers in Zurich, Switzerland who have used Customer Relationship Management in their recent projects have 22 years of professional experience, with a single engagement typically lasting around 2.7 years.
The most common languages among freelancers in Zurich, Switzerland who have used Customer Relationship Management in their recent projects are English (100%), German (91%), and French (52%).
The most common industries among freelancers in Zurich, Switzerland who have used Customer Relationship Management in their recent projects are Professional Services (78%), Information Technology (74%), and Banking and Finance (65%).
The most common business areas among freelancers in Zurich, Switzerland who have used Customer Relationship Management in their recent projects are Project Management (96%), Information Technology (83%), and Strategy (61%).
Main locations of FRATCH Experts, who have recently used Customer Relationship Management
Our freelancers and interim experts are at home across the DACH region — available on-site in the major business hubs or fully remote. Choose a location to discover matched specialists, local market insights and up-to-date availability.
Countries:
Request a free demo
Get in touch with the FRATCH team and we will get back to you within 4 hours.
Would you rather directly get in touch?
We always have the time for a call or email!
