Open to opportunities

Evalyne Matata

@evalynematata

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Customer-focused finance professional skilled in accounting, reporting, and client retention.

Kenya

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What I'm looking for

I am seeking a finance or customer-facing role where I can apply accounting and CRM expertise, contribute to compliance and revenue growth, and grow in a collaborative, precision-focused team.

I am a strategic, resourceful and impact-driven finance and customer service professional with a Bachelor of Commerce (Accounting) and practical experience in financial reporting, budgeting, taxation, and auditing principles. I am proficient with QuickBooks and Excel and have a strong commitment to accuracy, integrity and critical thinking.

In customer-facing roles I have handled portfolio monitoring, client acquisition and retention, compliance and risk management, and community engagement. I have a track record of improving customer satisfaction, achieving high first-contact resolution rates, retaining dissatisfied customers, and contributing to increased sales revenue.

I seek to contribute to a dynamic finance and accounting team where precision and innovation are valued, bringing strong analytical ability, CRM proficiency, and proven consultative selling and problem-solving skills.

Experience

Work history, roles, and key accomplishments

Current

Customer Service Lead

Current

Jirani Smart Limited

Feb 2023 - Present (2 years 9 months)

Manage customer service, business development, monitoring & evaluation, and compliance functions; led client acquisition and retention initiatives and maintained accurate records to improve service outcomes.

Customer Service Customer Retention Monitoring & Evaluation Compliance Data Collection Reporting CRM Community Engagement

Customer Service Representative

Bimas Kenya Limited

May 2022 - Dec 2022 (7 months)

Monitored client portfolios, responded to inquiries, reported on product performance and risk exposure, and drove upselling/cross-selling to support revenue growth and portfolio health.

Customer Support Upselling Cross Selling Risk Assessment Reporting Team Collaboration CRM

Enumerator

Kenya National Bureau of Statistics

Aug 2019 - Sep 2019 (1 month)

Conducted data collection and verification in field surveys, ensured respondent confidentiality, and submitted accurate reports to support national statistics initiatives.

Data Collection Data Verification Confidentiality Reporting Problem Solving Communication

Education

Degrees, certifications, and relevant coursework

Open University of Kenya

Certificate (Associate), Digital Marketing

2025 -

Pursuing a Certificate in Digital Marketing (Associate) with expected completion in 2025.

Alison

Diploma, Sales Management

2025 - 2025

Completed a Diploma in Sales Management through Alison in 2025.

Open University of Kenya

Certificate, Business Modeling and Entrepreneurship

2025 - 2025

Completed a Certificate in Business Modeling and Entrepreneurship in 2025.

South Eastern Kenya University

Bachelor of Commerce, Accounting

2018 - 2022

Completed a Bachelor of Commerce (Accounting) degree with coursework in accounting, financial reporting, taxation, and auditing from Aug 2018 to Apr 2022.