Ja'son Forté
Panama City,FL
Summary
Client-first sales professional and operations leader with a proven ability to close high-value deals, lead teams under pressure, and build trust quickly with customers. Closed $2.5M+ in sales in a single year with a 28% close rate by combining hustle, empathy, and a sharp understanding of client needs. While I don’t come from a traditional FinTech background, I’ve consistently delivered results in complex, fast-moving sales environments — learning tools fast, solving problems on the fly, and always putting people before transactions.
Overview
11
11
years of professional experience
Work History
Commercial and Residential Sales Consultant
Royal Exteriors
01.2020 - Current
- Closed $2.5M+ in residential sales in one year, leading all phases of the sales cycle from cold approach to final walk-through.
- Maintained a 28% close rate by combining door-to-door lead gen with inbound inquiries and client referrals.
- Managed teams across multiple job sites, ensuring projects stayed on time, under budget, and aligned with customer expectations.
- Leveraged Monday.com and Buildertrend to streamline operations, track sales progress, and stay on top of client communications.
- Built long-term relationships by focusing on education, transparency, and solutions — generating repeat business and steady referrals.
Hospitality Team Member
Bread and Butter
01.2017 - 01.2020
- Took ownership of front-of-house operations during high-volume hours in a 200+ guest capacity restaurant.
- Trained and mentored 15+ new team members, improving onboarding efficiency by 30% and strengthening service consistency.
- Managed inventory and flow during peak hours, helping cut waste by 20% and improve shift turnover speed.
- Known for delivering a warm, high-trust customer experience that helped drive online reviews and return guests.
Call Center Team Lead
H&R Block
01.2014 - 01.2016
- Led and coached a team of 10+ customer support reps through busy tax seasons, consistently meeting tight KPIs.
- Personally handled complex customer escalations, helping the team maintain 90%+ satisfaction scores.
- Streamlined internal call handling procedures, cutting average wait times by 20% and boosting productivity.
- Developed and coached under-performers into top reps by creating targeted growth plans and mentoring consistently.
- Built a high-trust environment where speed didn’t compromise care — a mindset I still carry into every sales conversation today.
Education
Some College (No Degree) - Radio Broadcasting
University of Central Missouri
Warrensburg, MOSkills
- High-Ticket Sales & Pipeline Management
- B2B & Client Relationship Building
- Consultative & Solution-Based Selling
- Objection Handling & Deal Closing
- Sales Process Optimization
- CRM & Workflow Tools (Mondaycom, Buildertrend)
- Leadership & Team Coaching
- Communication & Conflict Resolution
- CRM Platforms: Mondaycom, Buildertrend, familiar with Salesforce workflows
- Sales Funnel Management
- Lead Qualification & Forecasting
- Cross-Functional Communication
Timeline
Commercial and Residential Sales Consultant
Royal Exteriors
01.2020 - Current
Hospitality Team Member
Bread and Butter
01.2017 - 01.2020
Call Center Team Lead
H&R Block
01.2014 - 01.2016
Some College (No Degree) - Radio Broadcasting
University of Central Missouri
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