Jessica Peterson

Client Success Director

Expertise

Client Relationship Management

Process Improvement

KPI Tracking

CRM Tools (Salesforce, HubSpot)

Onboarding & Training

Customer Retention

Expertise

Client Relationship Management

Process Improvement

KPI Tracking

CRM Tools (Salesforce, HubSpot)

Onboarding & Training

Customer Retention

Connect with

Jessica Peterson

About

Jessica Peterson is the Client Success Director at Source, where she ensures that every client engagement delivers measurable impact, seamless collaboration, and exceptional value. Known for her ability to align enterprise goals with practical AI solutions, Jessica plays a key role in building long-term relationships that drive business growth.

Prior to joining Source, Jessica worked with global technology firms and SaaS providers, managing complex client portfolios and implementing strategies to enhance customer adoption and satisfaction. Her experience spans onboarding programs, workflow optimization, and performance analytics, giving her a holistic view of client success in high-tech environments.

At Source, Jessica leads the client success team, coordinating closely with product, engineering, and strategy teams to ensure that solutions are delivered on time, on budget, and with measurable outcomes. She focuses on understanding client needs, anticipating challenges, and facilitating smooth adoption of automation solutions across organizations of all sizes.

Jessica holds a Bachelor’s degree in Business Administration from the University of Michigan and has completed professional certifications in customer experience management and enterprise project delivery. She is frequently invited to speak on client engagement strategies and the impact of AI on business operations.

Outside work, Jessica enjoys sailing, mentoring emerging professionals in technology, and exploring the intersection of design thinking and organizational behavior.

Get in touch.

Whether you have questions or just want to explore what’s possible, we’re here to help.

Get in touch.

Whether you have questions or just want to explore what’s possible, we’re here to help.

Get in touch.

Whether you have questions or just want to explore what’s possible, we’re here to help.

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