Joseph Rutledge Email & Phone Number

Minneapolis, Mn, Us

Robbinsdale, Minnesota, United States

Teaching all grade levels and all subjects, New adventure daily,

Minneapolis, Minnesota, United States

As a key member of the Strategic Services Team at Xvoucher, I partnered with several departments within the company (Sales, Support, Marketing, and Operations) to make sure the needs of the clients were exceeded. As an Account Manager, my main goal was to create and maintain long-term, trusting relationships with existing customers. I managed a portfolio of 21 high-value customers that represented about 70% of total revenue. I provided an unmatched customer experience, grew business within the accounts and actively sought ways to introduce and demo product features to increase retention.

New Hope, Minnesota, United States

• Helped to identify business requirements and process flows for a major upgrade in financial and project management software• Created current process flow charts and helped to convert and complete old data for uploads

Minneapolis, Minnesota, United States

• Drive customer engagement around the business objectives and use cases in order to understand and maximize the business value that customers derive from my product offerings and services• First point of contact for 85 accounts across five product lines with ARR of $14 million with 95% retention rate• Provided business reviews and training on product improvements and new features• Provided sales demos and acted as SME/Solution Architect for 2 products in my portfolio (StreetSmart and Field Force Manager)• Liaison with internal resources, not limited to Customer Support, Professional Services, and Solution Architects• Boost revenue via upsell campaigns and additional product offerings• Negotiate contract renewals

Minneapolis, Minnesota, United States

• Contract role tasked with bug and upgrade testing, release notes and customer support

Mendota Heights, Mn

• Hybrid position which combined the tasks typically associated with Business Analyst, Project Managers, Software Trainers and Customer Success• As a Business Analyst, I interviewed customers to identify their needs and existing workflows, documented business requirements to address said needs and designed a solution that incorporated our products• As a Project Manager, I managed customer on-boarding projects, identified stakeholders both internally and externally, and created communication channels to provide necessary project updates• As a Software Trainer, I educated customer on the best practices in deployment of their solution, conducted web-based customized customer training and provided customized documentation to both administrators and end users.• As a Customer Success professional, I retained 88% of customers (highest in company) and analyzed data to reduce churn and promote retention

• Managed the successful adoption of an e-commerce solution for international partners, streamlining and automating the sales process• Managed a client base of international business owners and project manager with 100% retention• Responsible for P&L regarding products sales and royalties• Revised training program for all 2nd/3rd generation trainers

Minnetonka, Mn

• Assisted clients on an inbound basis with RMC project management products, public classes, and onsite classes in order to develop business relationships which generated sales• Primary contact for all incoming calls for customer service• Maintain the e-commerce and registration centers to increase efficiency for public users and RMC users• Responsible for gathering and recording intelligence which might impact operations, sales, marketing, accounting and product development• Technical support for PM Fastrack exam simulation software

Plymouth, Mn

• Assisted established agent develop new business. Co-creator of targeted marketing campaigns to bring in new business and retain contact with past clients. Managed open houses and did price evaluations for sellers and worked with buyers

• My role consisted of creating, managing, and maintaining relationships with assigned client base (over 225 school district IT departments)• Responsibilities included end-user support, hardware performance, training, feature requests and other various day-to-day issues• Assigned Project Manager for system implementation for 25 districts (clients) in South Dakota and Montana• Identified stakeholders, built and maintained communication channels (internally and externally), identified training needs of each individual client, transitioned data from legacy systems while maintaining strict deadlines• Planned and performed quarterly training events in 3-4 cities both in Montana and South Dakota• 100% client retention, increased product feature use to help said retention and provided highly reviewed customer service

• As a Technical Support Representative (TSR), I was key point of contact with the Campus support team, dedicated to the assurance of customer satisfaction and retention• Responsible for providing initial support (level 1 and 2) via phone and web for all Infinite Campus products• Acted as subject matter expert on all modules and products within Campus portfolio and champion client ideas for product improvement• Ran basic SQL queries • First support team member to be chosen for the new regional team structure due to excellent with the clients in South Dakota and Montana

Bsb, Marketing, 3.67 Gpa

Project Management

Certificate of Project Management