Customer Relationship Management Experts in Zurich
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Meet FRATCH Experts in Zurich, who have recently used Customer Relationship Management
Marco S.
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 (Jinja2 template engine).
Modeling and automation of data structures with Data Vault.
Creation of reporting and analysis reports with Microsoft Power BI, including user training and implementation.
Vincent V.
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 G.
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 P.
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 S.
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)
Philipp S.
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
Max M.
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
Nelli H.
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 S.
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 B.
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 S.
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 H.
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 H.
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 J.
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 K.
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 19 Sep 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 19 Sep 2026. Actual rates may vary depending on seniority level, experience, skill specialization, project complexity, and engagement length.
Customer Relationship Management experts industry focus
See which industries our matched freelancers work in most often — every figure is calculated live from the freelancers on FRATCH.
- Professional Services (78%)
- Information Technology (74%)
- Banking and Finance (65%)
- Insurance (48%)
- Telecommunication (30%)
- Media and Entertainment (26%)
- Automotive (22%)
- Education (22%)
Please note that freelancers can work across multiple industries, so percentages overlap.
About the technology
What CRM covers
Customer Relationship Management, commonly called CRM, combines processes, data and software for managing customer relationships. It gives sales, service and marketing teams one structured view of contacts, accounts, interactions, opportunities and support history. Companies use it to make follow-up more consistent and customer information easier to act on.
What it builds
CRM work can deliver a complete customer operations system or improve a platform already in use. Typical outcomes include:
- Lead capture, qualification and routing
- Sales pipelines, forecasts and activity tracking
- Service cases, knowledge workflows and escalation rules
- Marketing segments, journeys and campaign attribution
- Customer dashboards and performance reporting
Platforms and tooling
The ecosystem includes Salesforce, HubSpot, Microsoft Dynamics 365, SAP Sales Cloud, Zoho CRM and other specialist systems. Strong specialists understand data models, permissions, workflow automation, APIs, webhooks, reporting and integration patterns. They may also work with email, telephony, marketing automation, ERP, billing and customer support tools.
When companies need help
Freelance expertise is useful during a new CRM rollout, a migration, a platform consolidation or a redesign of sales and service processes. Companies also bring in specialists when adoption is weak, records are unreliable, reporting lacks trust or teams rely on disconnected spreadsheets. In Zurich, projects may involve multilingual users, local office collaboration and remote stakeholders across Switzerland or international markets.
Delivery and collaboration
A capable professional starts with business goals, user journeys and the quality of existing customer data. They map requirements, configure the system, document decisions and test workflows with the people who will use them. Remote delivery works well for configuration and documentation; on-site workshops can help align teams, especially when several departments share one CRM.
What strong professionals bring
The best CRM specialists connect commercial processes with practical system design. They can challenge unclear requirements without overcomplicating the solution, protect sensitive access, and explain trade-offs in language that business users understand. Look for evidence of clean migrations, useful dashboards, reliable integrations, thoughtful automation and measurable user adoption rather than a platform name alone.
Frequently asked questions
Key details about Customer Relationship Management, drawn from the questions we get asked most.
Companies use Customer Relationship Management systems to organize customer records, sales opportunities, service cases and marketing interactions in one place. A well-designed CRM supports consistent processes, clearer ownership and more useful reporting across customer-facing teams.
A CRM creates shared records, permissions, workflows and reporting instead of leaving customer information across disconnected files and applications. Spreadsheets can support small, simple processes, but they become harder to govern when several teams need current data and consistent handovers.
A strong Customer Relationship Management specialist often brings process mapping, data migration, integration design, analytics and change management skills. Familiarity with APIs, identity and access controls, marketing automation, ERP systems and customer support operations can also be important.
The required depth depends on the scope, data condition, number of teams and integration landscape. A focused workflow change may need a configuration specialist, while a migration or multi-team rollout calls for a professional who can handle discovery, governance, testing, training and release planning.
Yes. Customer Relationship Management projects often work well remotely for discovery, configuration, data review and documentation. On-site workshops in Zurich can still be valuable for process alignment, stakeholder decisions and user training, particularly when teams expect local collaboration or multilingual communication.
The right CRM depends on existing systems, sales and service complexity, reporting needs, automation, user groups and internal ownership. A qualified specialist should compare the platforms against those requirements instead of recommending a product based only on familiarity.
Ask for examples of comparable workflows, migrations, integrations and reporting structures, then explore the decisions behind them. A strong Customer Relationship Management professional can explain data quality controls, permissions, testing, adoption planning and how they keep the configuration maintainable.
CRM assignments combine system configuration with business analysis, stakeholder communication and careful data handling. Professionals who can translate sales, service and marketing needs into clear workflows are valuable, especially when projects involve legacy data, multiple platforms or teams working across Zurich and remote locations.
The average hourly rate of freelancers in Zurich, Switzerland who have used Customer Relationship Management in their recent projects is 125 €, 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:
Zurich 
Geneva Basel Bern Request a free demo
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