Sales Advisor

Co-Active Training Institute

San Rafael (CA)

Remote

USD 60,000 - 125,000

Full time

3 days ago

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Benefits offered by this job

Medical, dental, and vision plans

Monthly Wi‑Fi stipend

Generous PTO and annual holidays

Employee Stock Ownership Plan

401k Retirement Plan

Free Employee Registration Program for

Parental leave

Job summary

Co-Active Training Institute is seeking a Sales Advisor to convert inbound leads into participants for our coach training and leadership programs, guiding potential and active clients through registration with a supportive, informed approach.

This role also drives B2B opportunities, qualifying organizational needs, creating proposals, and collaborating with teams to grow our org-focused offerings. Remote, growth-minded, target-driven position with cross-functional collaboration.

Qualifications

4+ years of experience in consultative sales.
Experience handling high-volume inbound conversations and closing.
Experience with outbound prospecting and relationship building.

Responsibilities

Convert inbound leads into customers for coach training and leadership programs.
Guide prospective participants through registration and coordinate follow-ups.
Respond to questions with accurate information and maintain CRM records.

Skills

Consultative sales

Inbound conversion

Outbound prospecting

CRM proficiency

Cross-functional collaboration

B2B sales

Tools

HubSpot CRM

Job description

As the trailblazers of coaching, CTI has emerged over the last 30 years to become the place where the best coaches and leaders are trained. At its core, CTI is a concept and modality on how to be in relationship with self, other, and a system. In the last ten years we moved from being founder-led to employee-owned and believe that our collective responsibility to our mission is what will make us thrive. Co-Active is so much more than courses, it is a way of altering how the world communicates, leads and creates change, and we believe that this change is and will be created by the people we train as coaches and leaders. We aspire to create a movement that brings more responsibility and wholeness to the leaders who want to create change at the level of self and system and believe Co-Active is the answer.

About the Role

The Sales Advisor role is crucial to our mission of delivering a transformative Co-Active experience to all our customers. As an Advisor, you will be responsible for converting inbound leads into enthusiastic participants in our coach training and leadership programs, guiding potential and active clients through the registration process, and ensuring they feel supported and informed at every step of their journey.

Advisors play a vital part in creating a true Co-Active experience, allowing customers to fully understand and connect with our values and offerings. You will act as a trusted partner to our clients, providing insightful answers to their questions and following up with current customers to offer additional opportunities that enhance their engagement with our programs.

This role also sits at the front of our expansion into organizational (B2B) business. We are building offerings for companies, HR, and L&D leaders, and we are looking for Advisors who can grow with us: people who excel at converting inbound demand today and who have the appetite and skill to develop outbound, consultative B2B business as those offerings come to market. Innovation and creativity in strategy are encouraged, and by collaborating cross-functionally you will help shape how Co-Active sells to both individuals and organizations.

Key Responsibilities

Inbound conversion (primary focus)

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.

B2B and organizational business (growing focus)

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.

Team and process

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.

Qualifications

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.
Experience selling to HR, L&D, OD, or Talent leaders, or a strong understanding of how organizations buy learning and development, is highly desirable.
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.

Strongly Preferred: Coaching Background

We have found that Advisors who have personal experience with coaching sell more effectively, because they can speak to the transformation our programs create from lived experience rather than from a script. We therefore strongly prefer candidates who have:

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.

If you don't have this background but are genuinely drawn to coaching and personal growth, we still encourage you to apply and tell us why.

We're Excited About You Because

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 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.