Open to opportunities

Daniel Munson

@danielmunson

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Sales consultant with 19+ years of SaaS and real estate experience.

United States

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What I'm looking for

I am seeking a dynamic role that fosters growth and innovation, where I can leverage my extensive sales experience and leadership skills.

With over 19 years of experience in sales, I have honed my skills across various sectors, including SaaS, mortgage, and real estate technology. My recent role as a Sales Consultant at Realtor.com allowed me to close over $430K in revenue for FY25, achieving a remarkable cold call conversion rate of 24–35%. I excel in managing the full sales cycle, leveraging my expertise in CRM automation and outbound strategy to drive results. My ability to work effectively as both an individual contributor and a team leader has been a key factor in my success.

Throughout my career, I have consistently demonstrated my capacity to lead and innovate. As the Head of Sales at Highly Finite, I increased the lead-to-close rate by 30% through automation and improved scripting. My entrepreneurial spirit led me to found PHX Lending, where I scaled the brokerage to $1.2M ARR while managing a team of 10. I am passionate about utilizing AI-enhanced workflows and technical sales tools to optimize processes and drive growth.

Experience

Work history, roles, and key accomplishments

Current

Sales Consultant

Current

Realtor.com

Sep 2024 - Present (10 months)

Closed over $430K in FY25 revenue with nearly $1M in Total Contract Value. Managed the full sales cycle for B2B SaaS sales to real estate professionals.

Salesforce Gong Gemini Slack Vonage Challenger Sales B2B Sales Pipeline Management Cold Calling

Current

Freelance Sales Consultant

Current

Mektra LLC

Apr 2025 - Present (3 months)

Provided CRM consulting for Pipedrive, HubSpot, and Salesforce, and built outbound systems for clients across various verticals using no-code and AI tools. Drove over 22K search impressions and 200+ organic clicks in two months.

Pipedrive HubSpot Salesforce Webflow Google Cloud JavaScript AI Tools Outbound Strategy CRM

Head of Sales

Highly Finite

May 2023 - Sep 2024 (1 year 4 months)

Increased lead-to-close rates by 30% through automation and improved scripting. Led outbound and RevOps for B2B clients.

Pipedrive Zapier Sales Automation Rev Ops B2B Sales Lead Management

President's Club Mortgage Broker

Agave Home Loans

May 2021 - Jan 2022 (8 months)

Closed $7M in volume in the first month. Expanded the purchase division.

Sales Loan Origination Purchase Division Expansion

Founder, Mortgage Broker

PHX Lending

Mar 2022 - May 2023 (1 year 2 months)

Scaled the brokerage to $1.2M ARR and managed $6M–8M in monthly loan volume. Led a 10-person team and oversaw all sales, licensing, and fulfillment.

Sales Leadership Team Management Financial Services Scaling Licensing

President's Club Mortgage Broker

JFQ Lending

Oct 2019 - Apr 2021 (1 year 6 months)

Ranked #1 of 220 Loan Officers. Funded $48M in 2020.

Loan Origination Sales Performance Financial Services Client Management

Sales Director

Rocket Mortgage

Mar 2018 - Oct 2019 (1 year 7 months)

Led a team of 10 and managed a pipeline exceeding $50M. Ranked top 3 nationally and improved pull rates by 60%.

Sales Leadership Pipeline Management Team Leadership Mortgage Sales Performance Improvement Sales Strategy

Education

Degrees, certifications, and relevant coursework

Front Range Community College

Associate of Science, Computer Science

Currently pursuing certifications in AI, Analytics, and Automation through DataCamp, and Full-Stack Development via Codecademy. These programs enhance technical skills relevant to modern sales and operations.