Open to opportunities

Lucas Lozano

@lucaslozano

Message

Customer Success and implementation project manager driving SaaS revenue, onboarding, and process excellence.

United States

Message

What I'm looking for

I’m looking to lead SaaS customer onboarding and technical implementations, optimize processes with clear SOPs, and grow ARR through retention and upsell—working cross-functionally with product, engineering, and clients in a fast, improvement-minded environment.

I’m a Customer Success and implementation project leader with 7+ years of experience in SaaS environments (Insurance & Healthcare), where I drive revenue growth and operational excellence. I specialize in navigating complex data migrations, building Standard Operating Procedures (SOPs), and leading cross-functional teams to improve client retention. In my recent role, I converted technical delivery into measurable $250K+ ARR impact by identifying upsell opportunities and aligning product solutions to critical client business needs.

I bring strong project ownership to technical launches—serving as the bridge between clients, product, and engineering to ensure 100% on-time deployment. I’ve standardized onboarding workflows and architected tracking systems using Zoho and Confluence to centralize project data and improve transparency. I also mentor teammates and have led independent and enterprise data-conversion and digital transformation initiatives, including end-to-end migrations and SOW authoring to mitigate scope creep.

Experience

Work history, roles, and key accomplishments

Current

Server

Current

Taverna

Jan 2024 - Present (2 years 5 months)

Provide premium guest experiences in a high-volume, fast-paced environment by resolving problems quickly and maintaining strong interpersonal communication.

Customer Service Teamwork Multitasking Service Delivery Customer Relationship Management

Current

Board Director, Tech Governance

Current

Arena Therapy and Justice

Jan 2023 - Present (3 years 5 months)

Advised on organizational technology infrastructure and governance to support social justice initiatives.

IT Infrastructure Advisory Stakeholder Management Board Governance Social Justice Program Support

Current

Fishing Guide & Multimedia Support

Current

Reel Recovery

Jan 2022 - Present (4 years 5 months)

Mentor and provide logistical and multimedia support (photography/drone operations) for cancer recovery retreats.

Mentorship Photography Drone Operations Retreat Support Multimedia Production Participant Coordination

Customer Success & Delivery Lead

SpinSci Technologies

Jan 2022 - Jan 2023 (1 year)

Generated $250K in new revenue and $50K in ARR within the first six months by identifying upsell opportunities and aligning product solutions to client business needs. Standardized customer success workflows and SOPs, bridged clients with product/engineering for technical deliveries, and ensured 100% on-time deployment.

Customer Success Management SaaS Onboarding Project Management Data Migration SOP Development Zoho Confluence Salesforce Cross functional Leadership Risk Mitigation

Data Conversion Project Manager

EZLynx

Jan 2017 - Jan 2021 (4 years)

Directed full-cycle enterprise data conversions from discovery and planning through execution and client sign-off. Authored SOWs and project charters to define scope, mitigate project creep, and validate timelines with data engineering and product to protect data integrity.

Statement Of Work (SOW) Writing Project Charter Development Data Integrity Cross Functional Collaboration Risk Mitigation

Customer Service Representative

EZLynx

Jan 2016 - Jan 2017 (1 year)

Built custom reporting to track internal performance metrics and identify trends in customer satisfaction. Supported high account retention through proactive communication and rapid issue resolution.

Customer Retention Customer Support performance reporting Account Management Communication

Insurance Technology Consultant

Independent

Jan 2022 - Present (4 years 5 months)

Led end-to-end digital transformation migrations for boutique insurance agencies, transitioning legacy paper workflows to modern digital processes. Audited fragmented data sets, optimized broken processes, and aligned stakeholder expectations with platform capabilities during transitions.

Digital Transformation Data Migration Change Management Stakeholder Management Process Optimization