Brandon Williams, Project Manager in Annandale, VA, United States
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Brandon Williams

Verified Expert  in Project Management

Bio

Brandon is a Chicago-born project manager residing in Washington, DC. As a Howard University graduate with a bachelor's degree in journalism, he quickly realized that client engagement and project management were his superpowers. Over the past eight years, he's helped many Fortune 500 companies develop, implement, and onboard various SaaS and data science platforms. Brandon is a Certified Scrum Master, Project Management Professional, PMI Agile Certified Practitioner, and AWS Cloud Practitioner.

Expertise

  • Agile Coaching
  • Agile Project Management
  • Jira
  • Project Management
  • Scrum Master
  • Software Project Management
  • Technical Project Monitoring
  • Web & Mobile Applications

Work Experience

Senior Client Success Manager

2021 - PRESENT
Mursion
  • Implemented Asana to meet the project management needs of various cross-functional teams, allowing them to deliver to clients more quickly and with fewer errors.
  • Collaborated with the product team to communicate the customer's voice, resulting in high-value features and functions and well-written user stories.
  • Led a team of five client success managers to create scalable workflows, training materials, and various client success templates.
  • Helped Mursion standardize the client engagement experience for our 80+ Fortune 500 companies.

Customer Success Specialist

2024 - 2024
SEIN Technology Partners, Inc.
  • Developed a comprehensive roles and permissions matrix, including detailed descriptions for each permission and its associated functionality. Additionally, conducted a code review to identify/confirm default roles and permission assignments.
  • Created two concise, 1-page marketing documents. The first outlines the product's value proposition, while the second highlights the collaborative approach of the client success team in ensuring client achievement of their overall business goals.
  • Created a comprehensive video tutorial library consisting of 25 scripts, each meticulously crafted to highlight every facet of the platform.

Project Manager

2019 - 2021
Blue Orange
  • Acted as the project, product, and client success manager for up to ten data science projects simultaneously. The projects ranged from two to 12 months, and the teams I managed consisted of between three to 40 global and cross-functional developers.
  • Created Jira and Confluence project management templates following the Agile methodology, including project kick-off and onboarding templates, Jira software development templates, and internal and external project status dashboards.
  • Worked on several projects for Fortune 500 companies that involved data migration, ETL pipelines, machine learning, consumer UIs, and data governance projects.
  • Established a Confluence scalable knowledge repository that included internal documentation on the scope of the information to add to the repository and how and when to add it.

Client Success Manager

2017 - 2019
AdvisorEngine
  • Created a 120-page internal and external user manual on registered investment advisor software. This material was used by 50+ financial institutions with assets ranging from $200 million to $8 trillion.
  • Built an onboarding and project management workflow using Zoho CRM.
  • Onboarded and trained new client success managers that joined the team.

Project History

Machine Learning Development Engagement Plan

https://docs.google.com/presentation/d/1BsJWOgNageZsellR15SNZl7dJlNFtc8vGIfodaEpJMw/edit?usp=sharing

Designed a sample presentation for executive and C-level stakeholders that outlined the plan for developing a machine learning algorithm.

The presentation consisted of a sample engagement and deployment plan I created for a machine learning algorithm. The document was aimed at executives and C-level stakeholders, and its goal was to develop a framework highlighting the project's deployment, adoption, measurements of success, and value-based output.

Discovery and Requirements Gathering | Healthcare Client Portal

https://docs.google.com/presentation/d/1UMV9zp-q69TWFn9COFx8FmfKYsaSD8CeJ9mLi6-2U24/edit?usp=sharing

Created a presentation for executives and C-level stakeholders outlining how we'll develop software using the Agile methodology, how we'll capture requirements, and what we'll accomplish during requirements gathering.

ABC Health is a healthcare broker looking to develop a client portal that will allow employers to create custom healthcare plan options and employees to compare and opt into those plans. It will also enable employees to submit claims directly to their healthcare provider.

I designed this presentation to explain to executives and C-level stakeholders how we'll capture requirements clearly and concisely before creating a request for proposal.

Sample Request for Proposal | Healthcare Client Portal

https://docs.google.com/document/d/1H3LG_vG2E1I4qKjY7nv_caeYSXB-pgwTbfQ6Gutn0hA/edit?usp=sharing

Prepared a sample request for proposal after ABC Health decided to move forward with developing its client portal.

As a consultant, I was tasked with creating a request for proposal that accurately described the scope of work and ABC Health's expectations from a software development perspective. The sample presentation outlined:

• The bidding process for vendors and key milestone dates.
• The features, functions, and acceptance criteria required for the platform to be developed.
• The risk associated with the project.

Education

2004 - 2008

Bachelor's Degree in Advertising and Marketing

Howard University - Washington, DC, USA

Certifications

AUGUST 2022 - AUGUST 2023

Certified SAFe 5 Scrum Master

Scaled Agile, Inc.

APRIL 2020 - APRIL 2024

Project Management Professional (PMP)

Project Management Institute (PMI)

NOVEMBER 2019 - NOVEMBER 2022

PMI Agile Certified Practitioner (PMI-ACP)

Project Management Institute (PMI)

Skills

Tools

Project Management & Work Tracking Tools, Jira, Asana, Confluence, Slack, Zoom, Trello, Visual Studio

Paradigms

Agile Project Management, Scrum, Requirements Analysis, Agile, Kanban, Acceptance Testing, Agile Leadership, DevOps

Platforms

Zoho CRM, SharePoint

Other

Project Management, Scrum Master, User Requirements, Strategy, Communication, User Stories, Remote Team Leadership, Project Planning, Project Tracking, Roadmaps, Agile Product Delivery, Workflow, Best Practices, Stakeholder Management, Gantt Chart, Discovery, Project Timelines, Scope of Work (SOW), Software as a Service (SaaS), Startups, Consulting, Customer Success, Business Processes, Responsibility Assignment Matrix (RAM), Advisory, Smartsheet, Google, Microsoft, Communication Design, Leadership, Risk Management, Agile Coaching, Quality Management, Scaled Agile Framework (SAFe), Request for Proposal (RFP), Project Discovery, Contract, Business Requirements, Data Quality, Quality Control (QC), SaaS, Startup Consulting, Scrum Coaching, Agile Practices, Software Project Management, Technical Project Monitoring, Estimations, Minimum Viable Product (MVP), Discovery Workshops, Technical Project Management, Operational Assessments, Project Reporting, Feature Backlog Prioritization, Resource Management, Business Analysis, Interdisciplinary Collaboration, Client Delivery Management, Large-scale Projects, Project Management Professional (PMP), Hybrid Project Management, Process Optimization, Agile Certified Practitioner, Dashboards, Mentorship & Coaching, Project Delivery, Budgeting, Web & Mobile Applications

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