Jack L

Head of Sales

Jan 2026 - Jul 2026 • 6 mos

• Served as Head of Sales for an early-stage startup, taking primary responsibility for building the commercial function from the ground up. Designed the complete marketing plan, organizational structure, and day-to-day sales process that guided all outbound and inbound activity. • Developed deep product expertise in the AI Voice Agent receptionist software the company offered, enabling clear articulation of its capabilities, use cases, and competitive positioning during prospect conversations. Presented every product demonstration that was booked, walking prospects through live functionality and addressing questions in real time. • Created and implemented full-scale SMS and email campaigning workflows, establishing the sequences, timing, and messaging frameworks used to engage and advance leads through the pipeline. • Consistently nurtured a 25% conversion rate from initial engagement to closed business through disciplined follow-up and process management. • The company ultimatel

Senior Executive

Nov 2025 - May 2026 • 6 mos

• At Truviax, I underwent extensive hands-on training centered on prospecting for commercial real estate acquisition and mortgage lending opportunities, developing a clear working knowledge of the practical differences, structuring considerations, and typical borrower profiles associated with DSCR loans, Commercial Equity Lines of Credit (CELOCs), bridge financing, fix-and-flip programs, and cash-out refinances. • Maintained a consistent daily outreach cadence that included hundreds of cold calls to targeted prospects, using that volume of activity to steadily grow and actively manage a developing book of business. • Moved into more direct involvement with broker-to-lender relationships, gaining a stronger grasp of the distinct communication patterns, information hierarchies, and process expectations that separate interactions with capital providers from those with end clients. • Collaborated with internal teams on deal structuring and ongoing follow-up, supporting revenue growth by matching capital solutions to borrower needs across the full spectrum of commercial real estate debt products.

Account Executive

Aug 2025 - Apr 2026 • 8 mos

• At Bluegrass Lending Group, I prospected and nurtured leads across a wide variety of industries, generating more than $2.5 million in formal offers and securing as a 1099 broker. approximately $750,000 in funded transactions. • Conducted consultative outreach focused on building trust and accurately identifying client needs, applying relationship approaches commonly used with high-net-worth individuals. • Collaborated with internal teams on deal structuring and ongoing follow-up, supporting revenue growth by matching clients with appropriately tailored financing solutions. • Maintained a consistent daily outreach volume of hundreds of dials while learning to originate deal flow across multiple product lines, including SBA loans, merchant cash advances (MCAs), term loans, credit card processing, and equipment financing.