Simon M.

Key Skills

Software

Other

Don't disclose

Top Subject Matter

Financial education

entrepreneurship training

adult learning facilitation

Top Data Types

Text

Document

Top Task Types

Data Collection

Segmentation

Tracking

Freelancer Overview

Entrepreneurship Trainer & Financial Education Facilitator (Equity Bank — Equity Group Foundation). Brings 18+ years of professional experience across legal operations, contract review, compliance, and structured analysis. Core strengths include Other and Don't disclose. Education includes Master of Science, KCA University (2024) and Bachelor of Education, Egerton University — Laikipia Campus (2009). AI-training focus includes data types such as Text and labeling workflows including Data Collection, Evaluation, and Rating.

Labeling Experience

Business Development Manager - Pesapal

SegmentationTracking

Owned end-to-end B2B sales activities across the Coast and Nairobi markets, covering prospecting, pitching, contract negotiation, and transition to key account ownership. Drove commercial outcomes by using account planning, upsell, and retention strategies supported by analytics and KPI monitoring. Applied SQL and dashboarding skills to translate transaction data into segmentation, pricing inputs, and leadership visibility through Power BI reporting. • Managed CRM pipeline, opportunities, and forecasting while maintaining strategic account plans and competitor intelligence. • Built executive-ready Power BI dashboards tracking Total Processed Volume (TPV), merchant performance, and revenue trends. • Conducted recurring SQL-based analysis to support merchant segmentation and pricing decisions. • Partnered with leadership to operationalize analytics into merchant retention campaigns, upsell programs, and territory planning.

2018 - Present

Merchant Acquiring Supervisor - Equity Bank

Segmentation

Supervised merchant acquiring performance by managing reporting and monitoring for a portfolio with annual turnover exceeding KES 5 billion across 150+ key merchants. Designed Excel and CRM-based reporting to enable merchant segmentation, profitability analysis, and identification of revenue leakage opportunities. Recruited, onboarded, and trained merchants while using structured analysis to improve visibility of underperforming accounts and support recovery actions. • Produced performance reports for segmentation, profitability analysis, and revenue leakage detection. • Used data analysis to identify underperforming merchants and enable targeted interventions and recovery plans. • Recruited, onboarded, and trained new merchants while gathering market intelligence on competitor positioning and pricing. • Monitored merchant portfolio performance to support ongoing operational and commercial decision-making.

2014 - 2017

Entrepreneurship Trainer & Financial Education Facilitator (Equity Bank — Equity Group Foundation)

OtherTextData Collection

Delivered structured entrepreneurship and financial literacy training to 3,000+ SME and micro-business owners using adult-learning facilitation methods and tailored lesson materials. Conducted training needs assessments and monitored trainee progress through follow-up visits, evaluations, and post-training business diagnostics. Adapted content delivery based on learner numeracy and literacy levels to improve understanding and practical outcomes. • Collected and reviewed learner and business diagnostics via follow-up and evaluation processes • Documented learning materials and lesson plans for adult learners • Performed ongoing progress monitoring and feedback loops through assessments • Supported training outcomes with post-training business diagnostics and follow-up interventions

2010 - 2014

University Lecturer (Economics, Mathematics, Quantitative Analysis)

Don't discloseText

Provided university-level instruction in economics, business mathematics, and quantitative analysis with an emphasis on applied statistics and analytical reasoning. Lectured at both university and professional certificate level, supporting learner comprehension of quantitative methods. Built foundational analytical skills through teaching and structured coursework aligned to academic and professional standards. • Delivered quantitative analysis and applied statistics instruction • Supported students preparing for CPA and KATC-level understanding • Facilitated learning at university and annex professional certificate levels • Contributed to assessment and learning progression through teaching delivery

2009 - 2010

Education

Work History