
Patrick Rohlfsen is a visionary leader in the software industry with a strong track record of driving customer success and strategic growth. At People.ai, he has successfully managed key client relationships and implemented AI-driven solutions to optimize customer journeys and enhance user adoption. Patrick excels in leveraging data-driven insights to create strategic roadmaps that improve adoption rates and reduce churn, aligning closely with the dynamic needs of the industry.
During his tenure as Director of Customer Success (Interim) at Tyfone, Patrick introduced innovative strategies to improve communication, risk management, and delivery processes within a 20-year-old digital banking software provider. He implemented collaborative work management tools to replace traditional communication methods, significantly enhancing teamwork and customer success monitoring. Patrick's leadership in deploying strategic initiatives for over 100 credit unions has been instrumental in streamlining operations and ensuring effective client engagement.
In his senior leadership role at Swagelok Minnesota, Patrick demonstrated his intrapreneurial spirit by successfully building a new business unit that contributed to a quarter of the company's revenue. He led a team of technicians and engineers, implementing kaizen activities and disciplined problem-solving exercises to drive process improvements and stakeholder buy-in. Patrick's ability to manage cross-functional teams and deliver high-impact solutions has been a cornerstone of his leadership approach.
Outside of his professional pursuits, Patrick is a creative pioneer with a passion for music and the visual arts. Residing in Colorado Springs with his family, he enjoys the tranquility of the outdoors, engaging in activities like hiking and fishing. Patrick's diverse interests and commitment to excellence make him a valuable asset in any role that demands innovation and leadership in customer success.
Colorado Springs, CO
Chapter 1 : The Artist
Glass Arts, Sculpture, and Commercial Arts
After graduating from a High School for the Creative Arts, I worked alongside several incredible visual artists and entrepreneurs until finding myself in the commercial arts. My creative passions quickly manifested themselves in business. Quality, process improvements, marketing, and business development became my medium.

Chapter 2 : Becoming a Leader
Manufacturing Management
At 24 years old, I had an opportunity to start a business unit as an intrapreneurial endeavor. The needs of the business started me on my educational path. Building a business unit during the day and school at night led me to graduate with a bachelor's in Manufacturing Management. Ten years after starting the business unit, our department was responsible for 25% of company revenue at company-leading profitability.
Managing a team of incredibly talented people taught me what it meant to be a leader.

Chapter 3 : A Craftsman Consultant
Entry into Software as a Service (SaaS)
As a serial technocrat, it was only a matter of time before I joined the software space at Wrike. My desire to form strong client relationships and develop deep results-earning trust led me to earn the title of Principal Consultant.
As a Principal, I straddled the role of individual contributor and manager. I partnered with executive leaders to deploy our software across our largest and most complex Enterprise clients like Estee Lauder Companies, Ernst & Young, and many more. In addition, I managed incredible consultants in complex engagements, mentored team members in up-leveling their careers, and led a cohort of senior contributors on a leadership journey with GiANT Worldwide 100XCore.
Various experiences in this role sharpened my ability to form influence and relationships. I learned to inspire others to lead and bring their organizations on incredible journeys in new ways of working together.

Always creative and strategic with a focus on systems and tools
2022
100XCore Cohort Completion
Led seven senior client-facing associates through a 6-month leadership development program. Growing in influence, communication, and relationship-building trust. Creating Liberator Leaders!
2022, 2021
Utilization Top Performer
Maximizing my working hours with billable utilization. AKA, I spend time working with my clients.
2020
Highest WAU Factor
Highest Aggregated WAU (weekly active usage). This critical metric measures the percentage of an account's user seats that are in use weekly.
2019
CSO Innovator
Awarded as an innovator for starting six client-led user groups around the United States
Articles and Resources
A few thoughts from me on the topics of Strategy, Customer Success, Relationships, and More.
I've recently had the opportunity to work with well-known brands that are scaling. They've come to Wrike because the amount of work on their plate is outpacing their current capacity to do it. Often these are marketing teams, but the story applies to any organization.As organizations adopt tools like Wrike, they often find friction around certain people or teams that have grown fond of their current software. This post isn't a pitch for Wrike - but those who know me know I like Wrike. So instead, this article is more of an exploration of the tipping point, the switch, and the friction.
Stick around for my top suggestion for deploying Collaborative Work Management software...
I was recently asked how to best measure a company's adoption of a Work Management platform like @wrike. I liked the question so much that I couldn't stop typing. So, here are my excessive thoughts on a topic I am excessively passionate about.