Salesforce
Daniel Munson
Tempe,AZ
Summary
Sales leader with $25M+ career revenue across SaaS, B2B, and mortgage. Top Producer at Realtor.com (2025 Pacesetters Award), scaled a brokerage to $125K peak monthly revenue and $6M–$8M in funded volume, and led a Rocket Mortgage team managing a $50M+ pipeline. Expertise in outbound sales, GTM strategy, RevOps, and sales automation.
Overview
19
19
years of professional experience
10
10
Years of leadership experience
4
4
years of post-secondary education
25
25
Million in revenue generated
Accomplishments
- Recognized as Top Sales Consultant, 2025 Pacesetters Award
- Generated $430K+ FY25 revenue and ~$1M total contract value
- Built PHX Lending to $1.2M in ARR within 12 months
- Managed $50M+ pipeline as Sales Director at Rocket Mortgage
- Drove 35% pipeline growth via outbound campaigns at Highly Finite
- Ranked in the top 1% of U.S. loan originators by volume in 2022 by UWM
Work History
Digital Sales Consultant
Realtor.com
09.2024 - Current
- Top Sales Consultant (2025 Pacesetters); 125% OTE, $430K+ FY25 revenue, $1M TCV.
- Achieved the highest national tier for conversion, with 24–35% success rates on over 150 daily cold calls.
- Close SMB and enterprise contracts ($3K–$30K ACVs) across five digital products using Challenger and consultative selling.
- Built a custom pricing calculator in Google Sheets with Gemini to automate quotes.
- Serve as team lead; host peer trainings and manage pipeline forecasting in Salesforce.
Founder, Sales & RevOps Consultant
Mektra
04.2025 - Current
- Founded CRM/RevOps consulting firm; acquired 10 clients (at capacity).
- Built workflows that cut outreach time 4by 0% and lifted conversion by 25%.
- Delivered GTM strategies and sales process optimization for SMBs.
Head of Sales
Highly Finite
05.2023 - 09.2024
- Owned sales strategy and RevOps; drove 35% pipeline growth via outbound campaigns and automation.
- Built and led SDR team; established KPIs, sales cycle, and performance metrics.
- Closed $30K–$100K+ SMB and enterprise contracts across B2B clients.
- Partnered with leadership on pricing, forecasting, and client retention.
Founder, Mortgage Broker
PHX Lending
03.2022 - 05.2023
- Scaled brokerage to $125K peak monthly revenue; consistently funded $6M–$8M monthly loan volume.
- Built and coached a 12-person sales team; implemented automation that reduced average closing time to 12 days.
- Ranked Top 1% of U.S. loan originators by volume in 2022 by UWM.
Education
Professional Certification - AI, Analytics, And Automation Certifications
DataCamp
Online 04.2025 - Current
Full-Stack Development - Full-Stack Development
Codecademy
Online 03.2024 - Current
Associate of Science - Computer Science
Front Range Community College
Westminster, CO 05.2016 - 05.2018
Skills
- Outbound Prospecting
- Solution Selling
- CRM Management
- Pipeline & Forecasting
- Discovery & Demo Execution
- Negotiation & Closing
- Quota Attainment
- Client Relationship Management
- Team leadership
- Strategic thinking
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Innovation distinguishes between a leader and a follower.
Steve Jobs
Software
Hubspot
Gong
Outreach/Salesloft
ZoomInfo/Apollo
Slack
LinkedIn Sales Navigator
Google Workspace/Office 365
Languages
English
Native or Bilingual
Interests
Traveling with wife and pets
Writing and recording music
Computer programming
Timeline
Professional Certification - AI, Analytics, And Automation Certifications
DataCamp
04.2025 - Current
Founder, Sales & RevOps Consultant
Mektra
04.2025 - Current
Digital Sales Consultant
Realtor.com
09.2024 - Current
Full-Stack Development - Full-Stack Development
Codecademy
03.2024 - Current
Head of Sales
Highly Finite
05.2023 - 09.2024
Founder, Mortgage Broker
PHX Lending
03.2022 - 05.2023
Associate of Science - Computer Science
Front Range Community College
05.2016 - 05.2018