Scaling Financial Institutions
Through Data Engineering.
70K+
Scale
Members Growth
+30%
Retention
Member Loyalty
13Y+
Expertise
Strategic Growth
CIM L6
Authority
Chartered Marketer
0 Trust
Security
AppSec & Snyk
High-Performance Medallion
Data Ingestion Pipeline
I architect custom ETL pipelines that transform raw member interactions into actionable growth signals. My "Way-Back-Home" framework leverages Google BigQuery and Cloudflare Edge AI to predict SACCO member churn with enterprise-grade precision.
BigQuery
Medallion Architecture
Python
ETL & Automation
Snyk
DevSecOps & SAST
Edge
Cloudflare Workers
Membership Tier
Unlock high-resolution 300 DPI executive board PDF exports and print-ready strategy retreat dossiers.
Languages
Hobbies
References
Ann Kiraithe
Unit Manager, Old Mutual
annkiraithie@gmail.com
Executive Professional Summary
Strategic Growth Consultant, Data Engineer, and B2B Marketing Expert.
I am a high-authority professional with 13+ years of progressive experience transforming organizations by implementing data-driven growth architectures. I specialize in scaling SACCOs and financial institutions through a blend of traditional strategic planning and advanced data engineering.
A CIM Level 6 certified marketer and USIU-Africa Alumnus, my expertise spans Executive Sales Presentations, Competitive Negotiations, and the integration of Lean Six Sigma/Kaizen principles into sales funnels.
Consulting Snapshot
Safaricom Sacco
Marketing Officer
- Implementation of the strategic plan, growth of member deposits, loans through cross-selling, and new customer acquisitions to 70,000 members by 2026.
- Growing business development and enabling marketing strategies.
- Growing top and bottom lines through continuous growth in valuable Sacco member customers and transactions.
- Ensuring member satisfaction through improved digital and online user experience and CRM automation.
- Analyzing customer data to efficiently attract the right savings and credit products mix continuously.
- Developing a marketing strategy responsible for creating end-to-end, multi-channel marketing plans across the customer lifecycle.
- Marketing analytics and reporting by monitoring and analyzing marketing metrics to evaluate the effectiveness of marketing campaigns.
- Market research to understand customer needs, market trends, and competitor activities.
Old Mutual Kenya
Business Executive - Business Development
- Contributed to customer retention by cultivating and managing relationships with key clients, vendors, and community partners.
- Contributed to the growth and achievement of the branch portfolio.
- Maintained operational efficiency and service levels to clients.
- Team collaboration and working in true partnerships for the best outcomes.
- Data entry of client documents and newly assigned leads using CRM software.
- Planned market activations events, including trade shows and product launches.
- Increased sales by leveraging social media websites.
Liberty Life Assurance Kenya Ltd
Business Development Officer - Financial Advisor
- Engaged customers to promote the company and its products, maximizing business opportunities.
- Marketed business products/ services to increase customer base and reach out personally to potential new clients.
- Boosted conversion rates through innovative customer relationship building.
- Helped clients plan for education, last expense, medical fund, and pension retirements.
- Utilized diverse wealth management strategies to meet client objectives.
- Analyzed investment products to develop customized financial strategies.
Tourism Fund and Catering Levy
Business Development/ Marketing Intern
- Analyzed departmental documents for appropriate distribution and filing.
- Posting of revenue receipts, penalties, and arrears to the online systems.
- Tracked and reported on marketing campaign responses.
- Targeted online consumers by designing a comprehensive marketing strategy.
- Boosted website traffic by 2% by creating an integrated social media strategy.
Master in Business Administration
United States International University Nairobi, Kenya
Chartered Institute of Marketing Level 6
Strathmore University Nairobi, Kenya
Bachelor of International Business Administration
United States International University Nairobi, Kenya
Certificate of Proficiency in Insurance
College of Insurance Nairobi, Kenya • Jan 2018 - Jul 2018
Credit Grade“Ramon's strategic insights into digital transformation for financial institutions are second to none. His data-driven approach led to a 30% increase in our customer retention rates within just six months.”
Sarah Johnson
Chief Marketing Officer at KCB Bank Group