Sales Advisor

Summary

Co-Active Training Institute is an employee-owned provider of coach training and leadership programs. The Sales Advisor will convert inbound leads into customers, guide participants through registration, support existing clients, and contribute to organizational B2B sales development.

Responsibilities

• Convert inbound leads into customers by effectively communicating the value of our coach training and leadership programs
• Guide prospective participants through the registration process, ensuring a seamless experience
• Respond promptly and professionally to questions from potential candidates and participants, providing accurate information and addressing their concerns
• Embody the ethos of Co-Active customer support and channel it in every interaction
• Follow up with current customers to identify and offer additional opportunities that meet their needs and enhance their experience with our programs
• Maintain detailed, accurate records of interactions with leads and customers in our CRM to ensure efficient follow-up and reliable reporting
• Achieve individual and team conversion targets and contribute to overall sales and revenue goals
• Identify and qualify organizational opportunities that surface through inbound conversations (for example, participants exploring coach training for their teams or companies) and progress them toward a proposal
• Execute targeted outreach to HR, L&D, OD, and Talent leaders through calls, email, social media touchpoints, networking, and events as our B2B offerings become available
• Guide prospects through a needs-based discovery process to understand organizational challenges, talent development goals, and growth potential
• Create and present proposals that align with each client's values, culture, and business objectives
• Contribute to the development of B2B sales assets, messaging, and playbooks alongside the sales leadership team
• Collaborate with the sales and customer success teams to ensure a cohesive, customer-focused approach
• Stay current on our program offerings and industry trends to provide informed recommendations
• Represent the company at webinars and events to elevate brand awareness and connect with potential clients
• Suggest and help implement improvements that streamline processes and elevate the customer experience
• Occasional availability outside of normal working hours, for example to support webinars

Skills

• 4+ years of experience in consultative sales with a proven track record of closing, preferably in education, coaching, training, learning & development, or professional services
• Demonstrated ability to manage a high volume of inbound conversations (calls, email, follow-ups) while staying organized and responsive
• Experience qualifying leads using BANT or an equivalent framework
• Experience with, or a demonstrated appetite for, generating new business through outbound prospecting and relationship building
• Proficient in CRM platforms (e.g., HubSpot) and digital sales tools
• Self-directed and accountable: able to manage time effectively, prioritize inbound demand, and hit conversion targets while building longer-cycle opportunities
• Proven track record of consistently meeting or exceeding sales quotas
• **You're a Consultative Communicator:** Able to listen deeply, ask thoughtful questions, and tailor messaging to both individual and executive audiences
• **You Initiate:** Driven and confident, willing to initiate communication and action to earn new business, whether from an inbound lead or a cold organizational prospect
• **You're a High Achiever:** Self-motivated and committed to achieving aggressive performance targets
• **You're Versatile:** You can switch between fast inbound conversion and longer, multi-stakeholder B2B cycles without losing momentum on either
• **You're a Market-Savvy:** You understand trends in corporate learning, coaching, and employee development
• **You're a Team Player:** You collaborate across departments with humility and professionalism
• **You're a Builder:** You spot inefficiencies, enjoy problem solving, and no task is too small or too big
• **You Grow:** You're a lifelong learner with a growth mindset who is drawn to the Co-Active way of working
• Experience selling to HR, L&D, OD, or Talent leaders, or a strong understanding of how organizations buy learning and development, is highly desirable
• Completed coach training (Co-Active or another accredited program), or hold or are pursuing an ICF credential; or
• Meaningful exposure to coaching, for example as a client, through a leadership development program, or by working closely with coaches in a prior role

Qualifications

Must Haves

• 4+ years of experience in consultative sales with a proven track record of closing, preferably in education, coaching, training, learning & development, or professional services
• Demonstrated ability to manage a high volume of inbound conversations (calls, email, follow-ups) while staying organized and responsive
• Experience qualifying leads using BANT or an equivalent framework
• Experience with, or a demonstrated appetite for, generating new business through outbound prospecting and relationship building
• Proficient in CRM platforms (e.g., HubSpot) and digital sales tools
• Self-directed and accountable: able to manage time effectively, prioritize inbound demand, and hit conversion targets while building longer-cycle opportunities
• Proven track record of consistently meeting or exceeding sales quotas
• **You're a Consultative Communicator:** Able to listen deeply, ask thoughtful questions, and tailor messaging to both individual and executive audiences
• **You Initiate:** Driven and confident, willing to initiate communication and action to earn new business, whether from an inbound lead or a cold organizational prospect
• **You're a High Achiever:** Self-motivated and committed to achieving aggressive performance targets
• **You're Versatile:** You can switch between fast inbound conversion and longer, multi-stakeholder B2B cycles without losing momentum on either
• **You're a Market-Savvy:** You understand trends in corporate learning, coaching, and employee development
• **You're a Team Player:** You collaborate across departments with humility and professionalism
• **You're a Builder:** You spot inefficiencies, enjoy problem solving, and no task is too small or too big
• **You Grow:** You're a lifelong learner with a growth mindset who is drawn to the Co-Active way of working

Nice to Haves

• Experience selling to HR, L&D, OD, or Talent leaders, or a strong understanding of how organizations buy learning and development, is highly desirable
• Completed coach training (Co-Active or another accredited program), or hold or are pursuing an ICF credential; or
• Meaningful exposure to coaching, for example as a client, through a leadership development program, or by working closely with coaches in a prior role

Benefits

• You'll work remotely from your home
• Medical, dental, and vision plans available
• Monthly Wi-Fi stipend
• Generous PTO and annual holidays
• Employee Stock Ownership Plan
• 401k Retirement Plan
• Free Employee Registration Program for our very own CTI programs
• Parental leave