Description

Hi! I'm Lisa - an Operations, Admin and Onboarding professional with over 10 years of experience in corporate Sales Operations, Customer Success & Process Management in international B2B and SaaS environments as well as an Entrepreneur.

Over the years, I’ve supported teams and clients with client Onboarding, Project coordination, Process management, Documentation, as a System Key User & Test Lead, Process & System Trainings and Day-to-Day operations.

After many years in corporate roles, I have been transitioning into independent work and offering my experience as a structured, detail-oriented and reliable Operational, Project & Admin support for growing, service-oriented and purpose-driven businesses & Founders.

I’m especially drawn towards working with teams & founders who value:

- Inclusive & sustainable ways of working

- Clear communication and structure

- A human and respectful collaboration style

How I typically support my clients:

- Client onboarding & coordination

- Day-to-day operations & Admin

- Process documentation, templates and workflows

- CRM and tools support (Salesforce, SAP, Notion, etc.)

- Team and client communication support

- Project and task coordination

I’m looking for part-time & mid to long-term collaborations (approx. 5–20 hours/week) where I can bring my skills, continuity & structure into daily operations.

Industry field of expertise

Languages

German
Native or bilingual
English
Fluent
Spanish
Fluent

Workplace preferences

Remote only

Primarily works remotely

Freelance
Freelance Operations & Admin Support
October 2025 - Today (8 months)
● Operational and organizational support for founders and small teams
● Supporting client coordination, scheduling, documentation and workflows
● Bringing structure and clarity into day-to-day operations
● Supporting projects, events & business operations in the impact, service driven and Wellness / holistic field
● Combining structured, reliable work with a calm, human and supportive working style
customer service administrative support Operations Process Documentation Project Management
EcoVadis (SaaS)
Strategic Onboarding Manager – Customer Success
DIGITAL AND IT
April 2023 - October 2024 (1 year and 6 months)
Barcelona, Spain
● Supported and coordinated structured onboarding journeys for new customers
● Created onboarding plans, timelines, strategies and documentation adapted to client context
● Facilitated Onboarding sessions, workshops and regular progress meetings with key stakeholders
● Acted as main coordination point between customers, internal experts and product teams
● Tracked progress, milestones and qualitative feedback in Salesforce
● Contributed to improving onboarding materials, handover processes and internal documentation
● Focus on creating a smooth, clear and supportive start for new customers as well as developing a strategic roadmap on further collaboration
Customer Journey Workshop Moderation User Trainings Communication strategy
ENGEL Austria GmbH
Process & Project Manager – Sales Operations
MECHANICAL ENGINEERING
October 2020 - April 2022 (1 year and 6 months)
Linz, Austria
● Supported and coordinated process and project initiatives across Sales and IT
● Documented and improved sales and CRM-related processes
● Created training materials and delivered system and process trainings (remote & on-site)
● Created e-learning content, guides and internal documentation
● Acted as Test Lead for software releases and SAP C4C CRM implementation
● Worked as a bridge between business users and IT teams
UAT Process Trainings Process Management Test Lead SAP CRM