• Use advanced sales techniques to guide qualified leads through the sales funnel and convert them into customers; • Execute strategic approaches to close deals by identifying customer needs, presenting solutions, and overcoming objections; • Generate and present periodic reports to your immediate supervisor to verify that proposed objectives are being met; • Monitor and manage the entire sales cycle, from first contact—creating lists, making calls, scheduling meetings, drafting/closing contracts—ensuring an efficient, results-oriented process; • Perform additional duties related to the role as requested by immediate leadership.

• Engage with qualified business prospects and conduct discovery and sales conversations • Address client needs and confidently close deals for services • Work closely with appointment-setting and sales teams to convert opportunities into long-term clients

• Own and convert inbound and outbound conversations across email, LinkedIn, and Instagram. • Qualify potential leads for the $1k-$25k+ programs to the standard required to book a call where price is revealed and the close happens. • Respond to every inbound message within coverage hours on both platforms. • Qualify in order using ARISE. Never skip or re-ask an answered question. • Confirm raise amount, status of raise, timeline, and at least one real gap before any offer. • Keep communication direct, concise, and in the CEO's voice. No hype, no manufactured urgency. • Tag every lead accurately by source and stage in real time. • Keep note fields current. • Flag red-alert conversations to the CEO or the right team member immediately. • Maintain the weekly KPI log. • Run DM blitzes after webinars, viral posts, launch weeks, and announcements. • Follow the SOPs: The 24-Hour Close, Warm Lead Sprint, Founder Funding Week. • Disqualify and park (or route to webinar) when: anti-equity stance, pre-product with no near-term timeline, no clear raise amount, no timeline, no visible pain. Survival-stage founders are not Momentum Pro. Probe once, then exit neutral.

• Prepare and review closing documents, including Closing Disclosures (CD), Notes, Mortgages, and other required documents. • Collaborate with title companies and attorneys to ensure closing packages are accurate and compliant. • Balance figures with title agents and verify wire instructions and funding conditions. • Ensure loans are closed and funded according to the scheduled date. • Maintain knowledge of TRID, RESPA, TILA, and other applicable regulations. • Confirm loan terms match the final underwriting approval. • Verify and coordinate disbursement of funds through wire transfers. • Respond promptly to internal and external inquiries regarding closings. • Ensure compliance with investor and company guidelines throughout the closing process.