Catherine Muchoki
@catherinemuchoki
Client Experience and Customer Success specialist driving portfolio growth and retention.
What I'm looking for
I am a driven Client Experience and Customer Success Specialist with over 9 years of progressive experience across banking, portfolio management, operations, and multi-country client engagement within regulated financial environments. I have a strong track record managing client accounts and delivering measurable portfolio growth through data-driven advisory and lifecycle management.
At Standard Chartered Bank I accelerated portfolio expansion by 23% across 300 managed accounts, sustained client retention above 90%, and improved portfolio performance by 27% through optimized asset allocation and needs analysis. I have demonstrable expertise in CRM systems, KYC/AML compliance, cross-functional collaboration, and regional service delivery across Kenya, Uganda, and Zambia.
I am recognized for top performance in client satisfaction and service delivery and I seek to leverage my skills in portfolio growth, client lifecycle optimization, and stakeholder alignment to deliver measurable value in a client-centric, growth-focused organization.
Experience
Work history, roles, and key accomplishments
Client Experience Executive
Standard Chartered Bank Kenya Ltd.
Jun 2022 - Present (3 years 9 months)
Managed 300 client accounts and drove 23% portfolio expansion while sustaining >90% retention by executing proactive lifecycle management and cross-border advisory across Kenya, Uganda and Zambia.
Customer Service Representative
Tire World Ltd.
Oct 2021 - Jun 2022 (8 months)
Delivered consultative sales and after-sales support, achieving 30% quarterly revenue growth and exceeding Q4 2021 sales targets by 110% through targeted outreach and upselling.
Office Administrator
Monsoon Electrical Engineering
Jan 2020 - Sep 2021 (1 year 8 months)
Implemented workflow tracking that reduced project processing delays by 22% and strengthened document control and procurement coordination to improve audit readiness.
Data Entry Clerk
Metrofile Kenya
Mar 2018 - May 2019 (1 year 2 months)
Performed high-volume data entry and maintained accurate records to support document management and retrieval processes.
Marketing Research Intern
Mwalimu National Sacco
Jun 2016 - Aug 2016 (2 months)
Supported market research and corporate affairs activities, contributing to data collection and analysis for strategic marketing initiatives.
Education
Degrees, certifications, and relevant coursework
United States International University–Africa
Master of Business Administration, Strategic Management
Master of Business Administration with a focus on Strategic Management completed in 2020.
Jomo Kenyatta University of Agriculture and Technology
Bachelor of Commerce, Marketing
Bachelor of Commerce in Marketing completed in 2017.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
Skills
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