Max Sherman

Observer
DISC Type : ic

Managing Consultant at Shoshin-Go

Bristol, Rhode Island, United States

Overview

Max Sherman is a managing consultant specializing in optimizing B2B Edtech organizations. Leveraging his MBA from Salem State University, he focuses on aligning sales, customer success, and strategic initiatives to drive growth. People who have worked with him describe him as organized, with exceptional expertise in sales enablement and operations.

Outside of work, Max is a dedicated martial artist with a long-standing commitment to Aikido. He follows economic trends and shares his thoughts on the practical applications and limitations of modern technology like AI. He also enjoys physical media, such as watching his DVD collection from the local library.

Max is a Yondan Shidoin, holding a 4th-degree Black Belt and certified instructor title in Aikido.

Personality Overview

Assertive

Curious

Example Seeker

They often ask many questions and rely heavily on information and documentation.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are generally strong communicators and are not easy to convince.

Topics They Care About

Edtech Growth
His career is centered on partnering with and consulting for Edtech companies, managing partner channels and helping them navigate growth phases.
Customer Engagement
He frequently writes about improving customer success, stressing the importance of setting expectations and overcoming legacy processes to ensure renewals.
Aikido Practice
He is a highly accomplished and certified 4th-degree black belt instructor (Shidoin), indicating a deep personal passion for the martial art.

Media Appearances

Max has no verified media appearances

Work History

1-2025
Managing Consultant at Shoshin-Go
12-2023 - 12-2024
Vice President of Corporate Development at Doctums
5-2020 - 12-2023
Vice President of Client Recruitment at Doctums
10-2019 - 5-2020
Project Manager, Strategic Initiatives at Frontline Education
6-2019 - 10-2019
Senior Consultant at Skaled Consulting

Education

MBA from Salem State University
BA from University of New Hampshire

More Information

Social Presence :

Prographics :

Exp : 14 Location : Bristol, Rhode Island, United States Job Level : Mid-senior Designation : Managing Consultant at Shoshin-Go
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Insights For Selling To Max

During A Call Or A Meeting

DO's

  • Help them understand the risk aspect fully while inspiring confidence
  • Ask them questions to understand their needs better while staying affable
  • Build rapport, it will come handy to handle hard questions later

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t brush off any concerns, take all questions seriously
  • Don’t rely excessively on your relationship with them to win the deal

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Max is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Max

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Max move?

  • They like to analyze well and then make their decisions.
  • Can Max take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Max

Personality Compatibility


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