Learning & Development Solutions Advisor

The Learning & Development Solutions Advisor serves as the first consultative touchpoint for prospective clients engaging with Leading Beyond Limits. This role focuses on understanding client needs, aligning them to the most relevant leadership development programs and solutions, and preparing leads for a seamless transition to the Business Development Manager. This individual acts as a trusted advisor, not a salesperson, ensuring each prospect is thoughtfully matched to the right workshops, programs, or learning pathways based on organizational goals, audience maturity, and leadership challenges. This role reports into the Head of Business Development and works closely with Marketing, the outbound lead generation team, and the Founder. Key Responsibilities Lead Qualification & Discovery • Engage inbound and warm leads through LinkedIn, email, and scheduled discovery conversations • Conduct structured discovery to understand: • Organizational goals and leadership challenges • Target audience (emerging leaders, managers, executives, ERGs, nonprofit members) • Program scope, timeline, and budget readiness • Assess readiness and fit for Leading Beyond Limits offerings Solution Alignment & Advisory • Match prospective clients to appropriate leadership development solutions, including: • Leadership workshops and cohorts • Leadership Hub learning paths • Custom programs for corporations, nonprofits, and ERGs • Position offerings in a consultative, outcome-driven manner • Recommend next-step solutions when prospects are not yet ready for full engagement Client Follow-Up & Nurturing • Manage ongoing follow-ups with warm leads • Share tailored decks, one-pagers, and program overviews • Answer high-level program and delivery questions • Maintain consistent, professional communication cadence Pre-Sales Support & Handoff • Prepare qualified leads for handoff to the Business Development Manager • Ensure discovery notes, client context, and recommended solutions are clearly documented • Participate in internal alignment calls as needed to ensure continuity • Support proposal preparation by providing client context and recommended scope CRM & Process Management • Track all lead interactions, notes, and follow-ups in CRM or internal tracking tools • Maintain accuracy and organization of lead data • Identify common objections, questions, or patterns to inform sales enablement and marketing improvements Ideal Candidate Profile • 3+ years experience in Learning & Development, leadership development, consulting, or client advisory roles • Strong consultative communication skills with executive-level presence • Comfortable discussing leadership, culture, talent development, and organizational effectiveness • Experience supporting pre-sales or solution alignment (formal sales closing not required) • Highly organized with strong follow-up discipline • Confident using decks, frameworks, and structured discovery conversations • Familiarity with corporate, nonprofit, and ERG environments preferred • Experience working remotely and independently Skills & Competencies • Consultative discovery and needs assessment • Solution mapping and recommendation • Stakeholder communication • Relationship management • Written and verbal communication • CRM and document management • Time management and prioritization Success Metrics • Quality and readiness of leads handed off to Business Development • Conversion rate from discovery to formal sales conversations • Responsiveness and follow-up consistency • Accuracy and completeness of client discovery documentation • Client feedback on early engagement experience Why This Role Matters This role is critical in ensuring prospects feel understood, supported, and aligned before entering formal sales conversations. The Learning & Development Solutions Advisor helps protect the integrity of the Leading Beyond Limits brand by ensuring every client engagement begins with clarity, trust, and strategic alignment. Apply tot his job