
Brandon Williams
Verified Expert in Project Management
Project Manager
Annandale, VA, United States
Toptal member since September 28, 2022
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
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
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
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
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=sharingDesigned a sample presentation for executive and C-level stakeholders that outlined the plan for developing a machine learning algorithm.
Discovery and Requirements Gathering | Healthcare Client Portal
https://docs.google.com/presentation/d/1UMV9zp-q69TWFn9COFx8FmfKYsaSD8CeJ9mLi6-2U24/edit?usp=sharingCreated 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.
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=sharingPrepared a sample request for proposal after ABC Health decided to move forward with developing its client portal.
• 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
Bachelor's Degree in Advertising and Marketing
Howard University - Washington, DC, USA
Certifications
Certified SAFe 5 Scrum Master
Scaled Agile, Inc.
Project Management Professional (PMP)
Project Management Institute (PMI)
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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