JM

Jessica Mendoza Tan

Available to hire

I'm a client success leader with 10+ years of experience managing and growing enterprise SaaS portfolios.

About

I’m a client success leader with 10+ years of experience managing and growing enterprise SaaS portfolios. I own renewal strategy, drive retention, and increase product adoption through data-driven executive business reviews and consultative partnerships. I translate complex analytics into actionable insights for senior stakeholders and align product value with organizational goals. I thrive on leveraging technology to deliver measurable impact and lasting partner success.\n\nI enjoy building scalable enablement programs, content, and training that empower teams to excel, and I collaborate cross-functionally to align objectives with strategic business outcomes.

  • 14 years' experience
  • Joined February 2026

Industry experience

  • Software & Internet
  • Professional Services
  • Media & Entertainment

Work experience· 6 roles

Senior Client Success Advisor · HMEApr 2023 – Jun 2024 · 1 yr 3 mos

Managed $10M ARR enterprise portfolio with direct ownership of account health, renewal strategy, and executive stakeholder relationships; drove retention and renewal outcomes through proactive value articulation, risk mitigation, and strategic account planning. Developed adoption content and facilitated training for new product features; drove feature adoption and reduced support escalations. Served as Voice of the Customer to R&D, translating client feedback into prioritized product requirements and roadmap items. Improved internal processes and content governance to enhance employee efficiency and client experience. Mentored Client Success teams to enhance customer industry and product knowledge.

Senior Client Success Manager · BreakthroughNov 2021 – Apr 2023 · 1 yr 6 mos

Owned post-sale lifecycle for 40+ accounts worth $1.7M ARR, driving adoption, identifying expansion opportunities, and supporting renewal execution through consultative engagement. Conducted discovery to align product strategy with client business goals, organizational structure, and success metrics. Facilitated consultative trainings to highlight client goals and enhance product adoption. Synthesized VOC insights to influence product roadmap and reduce friction points across onboarding and support. Led recurring calls and quarterly business reviews, assessing program metrics to support operations and orchestrate ROI. Streamlined processes to close operational gaps and improve delivery efficiency.

Team Lead Client Success Manager · LytxMay 2018 – Nov 2021 · 3 yrs 7 mos

Managed 21 mid-market accounts ($2.2M ARR) with a 90% renewal rate, proactively identifying churn risk, executing recovery strategies, and leading renewal negotiations. Served as product and process SME, leading continuous process improvement efforts to upskill team performance and enhance client experience. Monitored team KPIs and SLAs to ensure operational compliance and execution of projects. Architected 15 SOPs to improve team efficiency. Established proactive outreach programs that increased client engagement by 200% from Q1 2021 to Q2 2021 and reduced churn by 3%. Advised clients on industry best practices and trends to help achieve faster product ROIs. Improved new-hire onboarding by launching a 12-week program. Orchestrated weekly office hours to provide expanded mentorship to CSMs. Partnered with Product Management, Order Management, Finance, Support, and Sales to align on processes, communications, internal training, and client experience.

Senior Client Success Manager · LytxDec 2015 – May 2018 · 2 yrs 6 mos
Senior Client Success Enablement Partner · LytxJun 2014 – Jan 2026 · 11 yrs 8 mos
Account Manager Inside Sales · Verizon Telematic – NetworkfleetJul 2011 – Dec 2015 · 4 yrs 6 mos

Education

Associates Degree · CCBC Catonsville2030 – 2026

Certifications and awards

Pryor Seminar - Skills for the First Time Manager or Supervisor2030 – 2026

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