Oliver Schaefer

I help organizations navigate complexity and unlock their full potential through transformation, operational excellence, and purpose-driven leadership. With over two decades of experience across consulting, manufacturing, insurance, and banking, I specialize in aligning strategy with execution—whether leading MES rollouts, HR transformations, or coaching executive teams through change. As Practice Lead and Program Director, I’ve guided cross-border initiatives, built high-performing teams, and delivered me

Led complex transformation, IT, and organizational programs across global environments, combining strategic direction with operational execution, PMO governance, and change leadership.

During this nearly two‑year sabbatical I focused on personal growth, education, and new professional perspectives. Key highlights include: Start of Drive Teacher Education: Began formal training in adult education and coaching, with emphasis on structured communication, mentoring, and practical teaching methods. This experience strengthened my ability to guide individuals and teams, and deepened my understanding of how to transfer knowledge effectively. Exploration of New Skills: Invested time in expandin

Devise and implement strategic quality management plans for continuous process improvement. Establish and deliver innovative testing solutions and services to clients in banking and financial services, life sciences, insurance, manufacturing, retail and logistics, and technologies to support them in achieving designated targets. Develop and implement effective learning and development programmes to improve employee performance. • Held full accountability for profit and loss management, while administering >

Led the Quality Engineering & Assurance organization with full responsibility for strategy, delivery, people leadership, and client success across Switzerland.

Developed and strengthened relationships across all levels within client organisation. Devised and implemented account penetration strategies according to client business strategies; executed account plan, including transactional and strategic initiatives to grow client’s presence and share in account. Established value propositions in compliance with client business needs, as well as converted these propositions into opportunities. Identified and met quarterly and annual revenue and margin targets. Co-oper

Led and guided 60 onsite and 60 offshore employees for 2nd/3rd level support to streamline project management tasks, while acting as engagement lead. Enabled successful execution and delivery of all programmes and projects. Managed transformation, as well as improved client satisfaction and business growth. Planned and oversaw financial and non-financial operations for a part of the account portfolio ($10M and above). Built and maintained high-level engagements with senior IT and business stakeholders to de

Led large delivery units and transformation programs.

I was part of the Cognizant’s wealthQUAY platform project, an end-to-end wealth management solution that will revolutionize operations for independent financial advisors and wealth managers in Switzerland. Essentially, wealthQUAY provides wealth managers with a comprehensive suite to empower their portfolio management activities and provide best-in-class experience to their customers. Check more on https://wealthquay.cognizant.com/

Delivered CRM consulting services on a project basis to ensure maximum client satisfaction and retention.

CRM consulting, project leadership, and customer retention.

Leading IT-, Business and Organizational Projects in Financial Services Institutes

Led IT, business, and organizational projects in financial institutions.

As Client Relations Manager at Itheca Group, I was responsible for building and maintaining strong relationships with key clients in the Swiss market. My role focused on: Relationship Management: Developed trust-based partnerships with clients, ensuring their business needs were understood and met through tailored IT and consulting solutions. Account Growth: Identified opportunities for expanding service offerings, supporting both retention and upselling initiatives. Cross-functional Collaboration: Worke

Client relationships, growth, and escalation management.

In this role, I was responsible for the sales and account management of specialized testing services based on the TMAP (Test Management Approach) and TPI (Test Process Improvement) methodologies. My key contributions included: Business Development & Sales Promoted and sold structured testing services to Swiss enterprise clients, particularly in banking, insurance, and telecom. Developed tailored proposals highlighting the value of TMAP/TPI frameworks in improving software quality and compliance. Negotia

Verkauf und Beratung von Organisations-, Projekt- und Personalmanagement Software inkl. Beratungsleistungen und Trainings auf dem Schweizer KMU Markt.

As Major Account Manager, I was responsible for acquiring and managing key accounts across Switzerland, focusing on imaging and document management solutions. My contributions included: Business Development & Acquisition Successfully identified and won new major accounts in the Swiss market, expanding Toshiba TEC’s footprint in enterprise and public sector clients. Conducted market analysis to target industries with high demand for imaging systems and document workflow optimization. Account Management &

Concept & Market Strategy Designed and launched a new CRM service offering tailored to private banks, addressing industry‑specific needs such as client relationship transparency, regulatory compliance, and personalized advisory workflows. Conducted market analysis to identify gaps in existing CRM solutions and positioned the offering as a differentiator in the financial services sector. Prototype Creation Led the development of a functional prototype that demonstrated key CRM features, including client

+41 79 959 2755 oliver.schaefer@hotmail.com Growth Marketing · Brand Marketing · Public Relations · Content Marketing · Marketing Consulting · Lead Generation · Social Media Marketing · Content Strategy · Digital Marketing · Virtual Assistance

TRAINING MAKES YOU HAPPY Training learners can be quite tiring without basic knowledge, experience and supporting tools. In our course for vocational trainers, you will learn the basics of vocational training, as well as how to convert your technical knowledge and skills into training steps and pas

www.sgo.ch