Summary
Overview
Work History
Education
Skills
Timeline
Generic

Travis Doan

Houston,TX

Summary

Proven leader in customer success and account growth, notably at Union Pos, where I spearheaded onboarding and significantly exceeded SaaS goals. Skilled in data-driven decision-making and creative problem-solving, I excel in scaling client operations and enhancing account value, demonstrated by a 27% increase in brand redemption revenue.

Overview

11
11
years of professional experience

Work History

Senior Customer Success Manager

Union Pos
Hosuton, TX
11.2024 - Current
  • Union Pos is a tech startup providing venue operating systems for bars and restaurants with a unique bev-alc brand revenue stream.
  • I lead onboarding for the central U.S., managing customer participation, and five or more internal departments for flawless installs and go-lives. I tailor setups, consult on processes, and create SOPs and workarounds to help customers achieve their unique goals with our software.
  • 101% to new installed SaaS goal for December (first month ramped).

Account Manager

Union Pos
Houston, TX
07.2023 - 11.2024
  • Increased my territory's annual brand redemption revenue 27% 2023-2024 over goal of 20%.
  • Maintained zero churn from my 43 named accounts July 2023 (start date) to November 2024 (promoted)
  • Led the successful launch of Boudro's San Antonio, 300% our average ACV, and our first partner in building into the fine dining vertical. (Now a referral partner).

Account Executive

Innovint
Houston, TX
03.2022 - 06.2023
  • Salesperson number 3 for the company.
  • Implemented the company’s first formal cold outbound strategy
  • Grew NY market 250% ARR YoY in 2022
  • Averaged 38 day sales cycle over company OKR of 90 days

Territory Account Executive

Toast
Houston, TX
05.2021 - 12.2021
  • Achieved ramping rep spiff all 3 ramping months
  • Surpassed total ramping rep SaaS quota to achieve ramping rep bonus
  • Signed 14 units (over goal of 6) and finished 408% to quota first month ramped
  • 100% monthly quota attainment while in my role

Senior Sales Consultant

Southern Wine & Spirits
Miami, FL
07.2014 - 06.2020
  • Grew route sales volume 14% and gross profit 17% total from fiscal 2017-2019
  • Secured Superbowl LIV partnerships with top 3 route accounts resulting in $400,000 incremental sales in 2019
  • Partnered with the previously untapped G5ive nightclub, growing average annual sales by 500%.

Education

Bachelor of Science - Public Relations

University of Florida
Gainesville, FL
05-2014

Bachelor of Arts - Russian Studies

University of Florida
Gainesville, FL
05-2014

Skills

  • Data-driven decision-making
  • Problem solving
  • Creative thinking
  • Customer feedback analysis
  • Account growth
  • Client onboarding
  • HubSpot proficiency
  • Organization Scaling

Timeline

Senior Customer Success Manager

Union Pos
11.2024 - Current

Account Manager

Union Pos
07.2023 - 11.2024

Account Executive

Innovint
03.2022 - 06.2023

Territory Account Executive

Toast
05.2021 - 12.2021

Senior Sales Consultant

Southern Wine & Spirits
07.2014 - 06.2020

Bachelor of Science - Public Relations

University of Florida

Bachelor of Arts - Russian Studies

University of Florida
Travis Doan