James "Max" Brannen, MBA,SACP,CCAP

Experience

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  Northwood University

  Jan 2014 - Jan 2015

  My main objective working at Northwood University was to allow college bound students pick the best school for them. During my time as a student ambassador I lead multiple tours for students, guidance counselors and even chairs on the board. Doing so this created a real world experience for me and helped me to become more professional in my speakings, leadership and preparations skills.

  • Student ambassador

    Jan 2014 - Jan 2015

  • Student ambassador

    Jan 2014 - Jan 2015
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  Velocity Business Solutions Inc

  Jun 2016 - May 2017

  Assistant Executive Director

  As an Assistant Executive Director, I was responsible for leading and developing a high-performing team to consistently exceed sales quotas. My role included driving growth through direct sales, recruitment, and onboarding, with a focus on expanding the Southwest Florida market.Key Responsibilities:Managed and mentored a small team, ensuring they consistently met and exceeded monthly sales quotas.Onboarded and trained new direct stores in the Southwest Florida market, ensuring smooth integration and optimal performance.Conducted interviews and played a key role in hiring new candidates to build a strong, dynamic team.Led face-to-face customer interactions, building lasting relationships and increasing customer loyalty.Successfully acquired multiple new customers for AT&T and Samsung through cold calling and face-to-face sales.Represented the brand at various events across multiple cities, enhancing brand recognition and expanding market presence.Recognized as a President's Club Winner for exceptional sales performance, ranking in the top 1% of sales representatives nationwide. Show less

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  Verizon Connect

  Jun 2017 - Oct 2021

  Assisted existing customers with product usage, ensuring successful adoption and maximizing the value of their GPS and telematics solutions.Led the onboarding process for new customers, guiding them through implementation and aligning the product to their specific business needs.Negotiated new contracts and renewals, ensuring alignment with client goals while driving growth for the business.Identified opportunities for upselling current platforms, offering additional features or services to enhance the customer experience.Recommended and facilitated transitions to alternative platforms when appropriate, ensuring customers had the right tools to meet their evolving business needs.Acted as the primary point of contact for customer inquiries, providing ongoing support to maintain strong relationships and high satisfaction. Show less Onboarded new customers within the first 60 days of contract signing, ensuring smooth transitions and successful product adoption.Scheduled and coordinated installations for clients, ensuring all contract details were confirmed and met.Delivered comprehensive training to new customers on GPS tracking and work order management solutions, ensuring effective product utilization.Acted as the primary point of contact for customer escalations, resolving issues promptly to maintain satisfaction and ensure project timelines were met.Helped SMB owners reduce overhead and improve productivity by leveraging GPS tracking and work order management solutions, resulting in a 3:1 ROI for most clients.Contributed to Verizon Connect’s position as an industry leader in telematics and recognized as one of the top 100 SaaS companies globally. Show less Managed cold calling efforts within an 8-state territory, generating leads and identifying new business opportunities.Mastered and delivered tailored product pitches for the Reveal and Work platforms, aligning solutions with client needs.Collaborated closely with Verizon representatives to ensure client requirements were met and that solutions were effectively implemented.Upsold the combination of Reveal and Work platforms when appropriate, enhancing customer value and boosting sales.Helped SMB owners reduce overhead and increase productivity through GPS tracking and work order management solutions, delivering a 3:1 ROI for most clients.Contributed to Verizon Connect's leadership in the telematics industry, recognized as one of the top 100 SaaS companies globally. Show less

  • Customer Success Manager

    Jan 2020 - Oct 2021

  • Implementation Specialist

    Jun 2018 - Jan 2020

  • Business Development Manager

    Jun 2017 - May 2018
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  Fun in the sun bounce house * party rental

  May 2021 - Dec 2022

  Co-Owner

  Fun in the sun bounce house & party rental was created to give back to our community/ party with a purpose. A Portion of each rental will be donated to a charity of your choice!!!

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  KnowBe4

  Oct 2021 - now

  Managed 100+ accounts, ranging from 1,500 to 50,000+ users, across private, public, and government sectors, including parent-child account structures.Collaborated with C-level executives, HR, IT, and GRC to drive security awareness, align goals, and enhance security culture.Developed and tracked KPIs to monitor growth, reduce vulnerabilities, and deliver comprehensive reporting on platform performance.Led strategic planning meetings at the start of the year and conducted regular check-ins (monthly/bi-monthly) to ensure client objectives were met.Conducted business improvement meetings and quarterly/semi-annual reviews to reinforce platform value, recommend solutions, and drive success.Upsold additional products to address client pain points, and supported onboarding to align implementation with client goals.Maintained a 90% monthly renewal quota, building strong relationships with global accounts (5,000–10,000+ users) and ensuring platform renewals. Show less Held regular business update meetings (monthly, bi-monthly, and quarterly) to strengthen client relationships and ensure alignment on goals.Managed customer escalations to maintain strong client relationships and drive successful future renewals.Consistently exceeded KPIs for renewals and upsells, contributing to client retention and growth.Led client onboarding post-sale, ensuring smooth implementation and alignment with their business objectives.Developed targeted strategies to engage and support small IT teams, optimizing product adoption and success.Conducted semi-annual business reviews with IT teams and department leaders to drive value and foster long-term partnerships. Show less

  • Enterprise customer success manager

    Dec 2022 - now

  • Customer Success Manager (SMB)

    Oct 2021 - Dec 2022