Small Business Client Advisor (Midwest and Great Lakes)

Crucial Learning; Northern (KY); Hybrid; USD 60,000 - 75,000; Full time

Benefits offered by this job

Health benefits

Life insurance

Retirement savings plan

Job summary

Crucial Learning is seeking a Small Business Client Advisor for the Midwest and Great Lakes region. This full-time exempt role reports to the Director of Sales and focuses on selling our training and performance tools to small businesses.

You will leverage AI tools, manage leads, and build executive relationships to drive revenue growth. Ideal candidates have 2-3 years in B2B sales, a proven track record of meeting quotes and KPIs, and familiarity with consultative selling and CRM systems.

Qualifications

• 2-3 years of B2B sales experience.
• Proven track record of achieving defined sales goals or KPIs.
• Experience using consultative selling techniques with senior executives.

Responsibilities

• Generate high-margin revenue by selling Crucial Learning products.
• Use AI-powered tools to increase productivity in client interactions.
• Manage qualified sales leads from marketing efforts.
• Make outbound calls and emails to prospects and customers.
• Engage executives using value selling to uncover priorities and needs.
• Collaborate with trainers and SMEs during discovery calls and demos.
• Build product knowledge and CRM records to support forecasting.

Skills

B2B sales

Sales goals achievement

Consultative selling

Value Selling methodology

Team selling

CRM knowledge

Tools

CRM (Salesforce)

Microsoft Office

Job description

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Small Business Client Advisor (Midwest and Great Lakes)

Small Business Client Advisor (Midwest and Great Lakes)

Reports To: Director of Sales

Employment Type: Full Time, FSLA Status: Exempt, EEO Category: Sales Workers

The Impact you Will Have:

Under the direction of the Director of Sales, you will help Crucial Learning sell its award-winning corporate training and organizational performance tools, focusing on small businesses as your target market. As one of our Sales Representatives, you must have a sales background, have an enthusiasm for excellence in your work, and have a proven track record of success.

Note: We are prioritizing candidates who live within the Great Lakes and Midwest territories. The Great Lakes and Midwest territories include Illinois, Michigan, Wisconsin, North Dakota, South Dakota, Minnesota, Iowa, Missouri, Kansas, Nebraska, Indiana, and Ohio.

What You’ll Do:

As part of our small business sales team, you will be responsible for:

• Generating high margin revenue by selling Crucial Learning full line of research-based training products and organizational performance tools
• Leveraging AI-powered sales tools and resources to increase productivity and enhance the quality of every client interaction
• Managing qualified sales leads from Crucial Learning marketing demand generation activities
• Making outbound calls and e-mails to potential and existing customers
• Applying consultative selling techniques and Crucial Learning's Value Selling methodology to engage senior executives and other key decision‑makers, uncovering their business priorities, objections, and needs
• Practicing team selling by partnering with master trainers and other internal subject matter experts (SMEs) throughout prospect discovery calls, product demos, and client engagements
• Building expert knowledge of our product content and training industry
• Setting and accomplishing monthly, quarterly, and yearly sales goals
• Building and maintaining customer relationships
• Growing existing accounts by cross‑selling and introducing additional Crucial Learning products and services
• Maintaining accurate, detailed CRM records of prospect and customer activity to support pipeline visibility and forecasting
• Participating in sales team and company meetings
• Traveling to and attending trade shows

What You’ll Need:

• 2-3 Years of B2B sales experience (inside sales preferred)
• Demonstrated experience of achieving defined sales goals (e.g., quota and other sales KPIs)
• Ideal candidate has experience selling training and consulting solutions to HR, L&D, and Executive buyers. SAAS experience a plus
• Experience using consultative selling techniques and a Value Selling (or comparable) methodology to sell to senior executives and other decision‑makers within client organizations
• Experience partnering with internal subject matter experts (SMEs) in a team-selling environment
• Experience identifying and closing cross‑sell/upsell opportunities to grow existing accounts
• Strong listening and communication skills
• Self‑starter, goal oriented with a competitive desire
• Strong work ethic and positive attitude
• Team player mentality
• Comfort leveraging AI‑based sales tools and technologies to improve productivity
• An excellent knowledge of Microsoft Office and CRM systems (Salesforce preferred), with strong attention to CRM data hygiene
• Must be able to attend in person events at least once a year.
• Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future

What You’ll Get:

• Access to some of the richest professional development programs.
• A variety of benefits. Programs include health benefits, life insurance, income protection and retirement savings plan with employer contributions to assist with your health & financial security today and in the years ahead.
• Access to health benefits and wellness programs for employees and families.
• The ability to work in a flexible work environment.
• Professional development support as we want YOU to be successful in your career. Our team will work with you to establish the goals you are trying to achieve in your profession.

AAP:

Crucial Learning provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Crucial Learning complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Crucial Learning expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Crucial Learning’s employees to perform their job duties may result in discipline up to and including discharge.

If you are vision‑impaired or have some other disability under the Americans with Disabilities Act or a similar law, and you wish to discuss potential accommodations related to applying for employment at Crucial Learning, please contact our Recruitment department at [e-mail] .

ADA (American with Disabilities Act) Information

• Work is performed primarily in an office setting
• Operates standard office equipment to include a computer, calculator, copier, fax, telephone

The anticipated base salary range for this position is $60,000 - $75,000 annually, with a target total cash compensation opportunity of $115,000 - $125,000 through participation in the Company's variable incentive plan. Actual base salary and total cash compensation will depend on factors such as experience, skills, qualifications, location, and achievement under the Company's variable incentive plan.

Crucial Learning is an Equal Opportunity Employer – minorities, females, veterans, and individuals with disabilities are encouraged to apply.