Summary
Overview
Work History
Education
Skills
Social - Linkedin
Awards
Hobbies and Interests
Timeline
Generic
Brandon Russell

Brandon Russell

Herriman,Utah

Summary

Customer Success Professional with 20+ years of experience managing customer relationships, operational costs, and revenue retention and growth. Modeled and implemented Customer Success and Sales programs focused on the success of the customer and promoting a customer centric mindset amongst employees. Skilled in engaging and collaborating with executives, board members, partners, and cross functional teams. Evangelize that Customer Success is a revenue engine that institutes customer journeys across all facets of the business to deliver high satisfaction by achieving specific milestones.

Overview

22
22
years of professional experience

Work History

VP of Customer Success

NetDocuments
04.2023 - Current

Responsible for the Customer Success Organization of 85 employees. The organization consists of Technical Support, Customer Success Managers, Delivery Success Managers, Partner Enablement, Professional Services, Customer Success Operations, and Renewals. Represent the voice of the customer as a member of the Executive Leadership team.

  • Established a vision that is centered on improving Net Retention and Gross Retention by becoming more proficient in the four customer success motions of onboarding, enablement, experience, and renewals
  • Lead and guide a team of senior leaders responsible for executing on projects and plans that align with the overall strategy and stay within budget
  • Present customer insight data on gross retention and customer satisfaction to other business functions, the company as a whole, and the Board
  • Participate in thought leadership sessions with other industry leaders to identify innovative strategies to improve the customers experience and drive upsell and cross-sell

Sr. Director of Customer Success

NetDocuments
09.2017 - 04.2023

Responsible for retention and growth of annual reoccurring revenue for all customer segments. Represent the voice of the customer with cross functional teams and senior leadership. Develop, implement, and manage the customer journey from onboarding to advocacy.

  • Implemented Customer Success Manager program that delivered 112%+ in net retention and gross retention 95%+
  • Established reporting to measure customer pulse (85%+ satisfied), leading and laggard indicators to identify risk, and software utilization (70%+)
  • Built Customer Advisory Board that consists of CIO’s and decision makers from both legal and corporate (~20m represented)
  • Oversee welcome program with 60%+ open rate – includes drip campaigns to drive engagement

Sr. Manager, Customer Success

Ivanti
04.2016 - 09.2017

Managed an international team of 14 Customer Success Professionals. Responsible for retention and growth of revenue. Represented the voice of the customer with cross functional teams and senior leadership.

  • Achieved 100% of target of annual contract value (~50m in the program)
  • Onboarded new CSM’s and customers 2 times due to acquisition
  • Implemented processes to communicate risk of churn to senior leadership
  • Set reporting standard for customer pulse, engagement, and indicators of churn

Customer Success Manager

Ivanti
11.2012 - 04.2016

Individual contributor that achieved employee of the year and club honors. Considered top CSM by senior leadership and viewed by customers as trusted advisor and advocate.

  • Partnered with Sales on complex and significant deals (1M+) that aligned
    with customer needs and met internal business goals
  • Mentored peers and created content that improved customer engagement
  • Influenced Support to institute a escalation process to relieve customer frustration
  • Saved ~500K by moving 5 large accounts from severe risk to champions

Sr. Customer Success Manager

InContact
07.2011 - 11.2012

Serviced enterprise level customers to ensure full utilization of the inContact platform. Consulted with customer on call center industry best practices and processes.

  • Top performing CSM that surpassed attainment each quarter
  • Asked to engage with high risk customers – successfully moved them from severe risk to champions
  • Mentored other CSM’s and represented the customer with cross functional committees

Director of Call Center Operations

CLEARLINK
09.2008 - 07.2011

Managed call center operations; workforce management, daily performance metrics, customer engagement and sales methodologies. 300+ customer service and sales representatives engaging with ~15K-20K customers a day.

  • Increased sales and conversion rate across multiple brands (20-35%)
  • Decreased abandon rate and increased answered percentage by 5% through stabilization of management and hiring practices
  • Streamlined CRM and data entry tools - implemented eLearning tool to improve customer experience
  • Managed call center operations; workforce management, daily performance metrics, customer engagement and sales methodologies
  • 300+ customer service and sales representatives engaging with ~15K-20K customers a day.

Client Services Manager

inContact
07.2007 - 09.2008

Serviced enterprise level customers to ensure full utilization of the inContact platform. Consulted with customer on call center industry best practices and processes.

  • Supported largest account for inContact (300K), established relationship with decision makers and upsold 20K of MRR
  • Overcame significant customer concerns with WFM solution, able to influence the product roadmap and retain reoccurring revenue
  • Coordinated international call routing solution to meet unique customer use case, resulted in customer being able to expand services.

Inside Sales/Account Manager

Novell
12.2005 - 07.2007

Serviced enterprise accounts for the Southeast region. Responsible for renewal and new sales, which consisted of auditing license agreements, solution demos, and constructing proposals that included training and professional services.

  • Exceeded quota (104% of ~21m), included large SLED deals ~3m
  • Closed 95 deals in 90 days, resulted in 200K additional revenue
  • Generated 2.5m of new revenue by closing 9M in one quarter

Assistant SBU Manager, Corporate Division Trainer

ACS
12.2001 - 12.2005

Managed daily operations for large enterprise clients. Client list included global 500 companies in telecommunications. Directed national and international centers for accounts payable, customer service, sales, technical services.

  • Main client contact for GE; managed AP data flow processes, achieved 99% proficiency which accounted for 15% of divisions yearly number
  • Improved education programs for contact centers – 75 to 250 representatives
  • Exceeded sales by 10% from previous year for Yahoo! small business

Education

MBA - Business Management

University of Phoenix
Salt Lake City, Utah
05.2006

Bachelor of Arts - Business Management

University of Utah
Salt Lake City, Utah
05.2004

Skills

  • Account Management
  • Business Development
  • Executive Presentations
  • Customer Success
  • Client Needs Assessment
  • Customer Communication
  • Budgeting & Project Planning
  • Business Management
  • Customer Journey Mapping
  • Team Management

Social - Linkedin

https://bit.ly/36BhZ8B

Awards

  • Team of the Year, NetDocuments, 2019
  • Club Qualifier, Ivanti, 2015
  • Employee of the Year, Ivanti, 2014

Hobbies and Interests

  • Boating
  • Reading
  • CrossFit
  • Fishing
  • Yard Work
  • Snowboarding
  • National Parks
  • Cabin Weekends

Timeline

VP of Customer Success

NetDocuments
04.2023 - Current

Sr. Director of Customer Success

NetDocuments
09.2017 - 04.2023

Sr. Manager, Customer Success

Ivanti
04.2016 - 09.2017

Customer Success Manager

Ivanti
11.2012 - 04.2016

Sr. Customer Success Manager

InContact
07.2011 - 11.2012

Director of Call Center Operations

CLEARLINK
09.2008 - 07.2011

Client Services Manager

inContact
07.2007 - 09.2008

Inside Sales/Account Manager

Novell
12.2005 - 07.2007

Assistant SBU Manager, Corporate Division Trainer

ACS
12.2001 - 12.2005

MBA - Business Management

University of Phoenix

Bachelor of Arts - Business Management

University of Utah
Brandon Russell