Open to opportunities

philemon Amata

@philemonamata1

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Customer-success focused fintech and SaaS professional with 15 years' international experience.

Kenya

Message

What I'm looking for

I seek a remote-friendly role in fintech or SaaS where I can lead customer success, scale onboarding, improve retention, and drive revenue through client relationships and process improvements.

I am a customer-success and business-development professional with 15 years' experience across microfinance, fintech, SaaS and ERP sales, working with enterprises in Germany, Israel, Hong Kong, South Africa and the US.

I have led account management, onboarding and retention efforts, trained client teams, and supported deployments for banking and microfinance platforms, helping clients adopt software and resolve complex issues.

My strengths include lead generation, relationship management, debt collection, and accelerating client onboarding; I am experienced with CRMs (Airtable, HubSpot, Zoho), Zendesk-style ticketing, MS Office and collaboration tools such as Slack and Teams.

I deliver measurable results by improving collections, achieving sales KPIs, and building customer-success processes that scale across regions; I work effectively in remote and cross-border engagements and enjoy solving client problems end-to-end.

Experience

Work history, roles, and key accomplishments

Account Manager

Avenews KE Limited

Sep 2022 - Jul 2023 (10 months)

Managed client accounts, delinquency and debt collection for an Israel-based agribusiness fintech, improving payment compliance and supporting clients through the application and disbursement process.

Account Management Debt Collection Client Relationship Management Lead Generation Customer Support Payments CRM Onboarding

Customer Success Officer

Awamo GmbH

Apr 2019 - Sep 2022 (3 years 5 months)

Resolved customer issues and managed onboarding and training for microfinance and SACCO clients of a German SaaS, maintaining ticketing workflows and providing remote and in-person support to improve product adoption.

Customer Success Onboarding Training Ticketing Zendesk Remote Support SaaS

Customer Success Manager

Kwara GmbH

Jul 2020 - Aug 2020 (1 month)

Acquired and onboarded SACCO clients for a German banking SaaS, prepared contracts, led negotiations, trained client teams, and improved platform adoption and onboarding processes.

Client Acquisition Onboarding Training Contract Negotiation Customer Success SaaS Relationship Management Payments

Origination Director

East Century Capital

Oct 2018 - Apr 2019 (6 months)

Sourced and referred deals to a Hong Kong financial institution, identifying opportunities and initiating introductions while supporting modelling and the 3–5 month engagement-to-funding process.

Financial Modelling Relationship Building Referral Management Pipeline Management

Relationship Officer

Real People KE Ltd

Jun 2012 - Dec 2015 (3 years 6 months)

Marketed loan products, recruited and trained clients, processed loans and performed follow-ups to ensure timely repayments for a South African financial institution's Kenyan operations.

Loan Processing Training Clients Collections Marketing Customer Relationship Management Group Lending Field Sales

Business Development Officer

Kenya Women Finance Trust

Jan 2009 - May 2012 (3 years 4 months)

Mobilized and trained client groups, promoted savings culture, recruited members, and ensured timely loan collections and conflict resolution in line with credit policy.

Training Clients Savings Mobilization Conflict Resolution Community Outreach

Business Development Executive

Panache Technohub Ltd

Generated leads and built relationships with key decision-makers to drive sales of Microsoft Dynamics 365, Office 365, Azure and integration solutions; consistently met targets and KPIs during a short-term engagement.