Travis Meyer
Austin
Summary
Motivated Customer Success Specialist with strong relationship building skills and a history of delivering exceptional service while quickly mastering new industries and processes. Passionate about client adoption and retention, data driven insights, flawless implementations, and maximizing product experiences. Eager to bring versatility, curiosity, and a results-driven mindset to a new opportunity.
Overview
10
10
years of professional experience
Work History
Customer Success Manager/Finance Associate
BountyJobs
Austin, TX
05.2021 - 10.2025
- Served as the primary account manager for approximately 35-40 Enterprise/SMB clients in an SaaS environment, overseeing a $15M/year revenue stream. Portfolio consisted of over 200 individual users of the platform, all of which required 1:1 support. 35% of account portfolio included Fortune 500/2000 companies.
- Exceeded GRR and renewal rate expectations with both at 97%.
- Led client onboarding and implementation processes, data driven QBRs through analysis of preferred performance metrics, and Best Practice sessions with key leadership figures and users of the BountyJobs platform.
- Responsible for annual renewals and identifying/executing upsells. Grew average software subscription revenue 150% with the average account lifecycle exceeding 10 years.
- Ensured 100% client retention rate through an organizational acquisition by providing exceptional service, proactive communication, and strong relationship management throughout a 12-month transitional period.
- Developed and implemented data driven reporting to identify at-risk accounts which reduced churn.
- Collaborated with internal and external teams to execute CRM-based marketing campaigns via Hubspot, enhancing client engagement and product awareness.
- Partnered with external Accounts Payable (AP) departments to manage billing, generate estimates and invoices, and ensure timely payment; reducing DSO by 10 days. Maintained and tracked financial data to monitor payment status and support cross-departmental alignment.
- Collaborated with BountyJobs Support team to address client tickets quickly and improve client satisfaction.
- Completed accounts payable reconciliation project that saved the company approximately $25,000 in payables in the capacity of Finance Associate (entry position).
Physical Therapist Assistant
Symbria - Full Armor Therapy
DeKalb, IL
05.2015 - 10.2021
- Provided clinical rehabilitation within plan of care to a wide range of patients with unique diagnoses and co-morbidities using modalities, education, and physical techniques.
- Assisted in program management and development of documentation processes to improve productivity and patient satisfaction, and reduce insurer audits.
- Led interdisciplinary team meetings to streamline patient care and reduce time until discharge.
- Contributed to overall care coordination and workflow efficiency across all rehabilitation departments. (PT,OT,RT)
- Supported long-term client progress through ongoing service and personalized goal-setting.
- Monitored patient progress through regular assessments, adjusting treatment plans as necessary for optimal outcomes.
Education
Bachelor of Arts - Marketing
Western State Colorado University
Gunnison, COBachelor of Arts - Business Administration
Western State Colorado University
Gunnison, COSkills
- Proficient in CRMs and data management software including: HubSpot, Zendesk, Salesforce, Microsoft Suite, (Excel, Word, etc) Asana, Notion, DOMO
- Sales add-ons, upsells, and renewals
- Customer needs assessment
- Financial operations & reporting
- Presentation development (QBRs / BP decks)
- Process improvement and workflow optimization
- Communication & leadership
- AI tools for data and CS
- Revenue growth
- Developing & maintaining accounts
Timeline
Customer Success Manager/Finance Associate
BountyJobs
05.2021 - 10.2025
Physical Therapist Assistant
Symbria - Full Armor Therapy
05.2015 - 10.2021
Bachelor of Arts - Business Administration
Western State Colorado University
Bachelor of Arts - Marketing
Western State Colorado University