Account Executive / Firm Relationship & Partnership Manager

Overview

UWorld is the worldwide leader in online learning to prepare professionals for high-stakes exams. Since 2003, UWorld has helped over 2 million undergraduate, graduate, and professional students prepare and pass their exams. UWorld focuses on quality through active learning methods, innovative technologies, and challenging practice questions.

Our B2B sales team is expanding. We are seeking a talented and competitive Firm Relationship & Partnership Manager who will be remote based in the Bay Area, Long Beach, or Los Angeles area. This role is responsible for growing new business opportunities for the UWorld Accounting & Finance Review division, selling directly to CPA Firms, Colleges & Universities, and Corporations, collaborating with our B2B Sales Team across California, Arizona, Montana, Washington, Oregon, and Utah.

The Partnership Manager partners with colleges, universities, instructors, directors of Accounting and Finance programs, interns, new hires, and firm/corporation candidates by establishing relationships with CPA firms/corporations to drive revenue growth. The role requires proficient knowledge of UWorld CPA Review, the CPA Exam, the 2024 Exam Evolution, and related review programs in Accounting & Finance. The Manager will actively manage a large multi-state territory, drive and nurture new prospects through the sales funnel, schedule and deliver sales presentations and events, and retain and grow sales in the region. The Firm Partnership Manager serves as the regional representative for the business and participates in sales and marketing events at accounting firms or corporations in the assigned territory, with overnight travel required for conferences, meetings, and sales presentations.

Primary Responsibilities

• Execute all elements of a proactive local sales strategy, including engaging with external clients and organizations to provide accurate information about the UWorld Accounting & Finance Review products, focusing on the CPA, CMA, CIA, CFA, and CMT Exams and updates to the 2024 CPA Exam Evolution.
• Support and maintain the existing customer base while expanding market presence and building new business.
• Deliver account-specific presentations, demonstrations, lunch-and-learns, and other strategies to grow revenue in the assigned territory.
• Identify opportunities for new business and growth at existing accounts, pursuing them through closing and renewal.
• Develop and execute individualized sales and marketing strategies within each Firm/Corporation in the designated territory.

Responsibilities Specific To

• Drive revenues at Firms/Corporations by managing relationships with the COO, Managing Directors, Human Resources, Learning Directors, Administrators, and recruiters.
• Establish and participate in firm/corporation events, webcasts, Meet the Firms, and related opportunities to provide thought leadership.
• Build, maintain, and strengthen new and existing relationships with Firm/Corporation admins, partners, and directors to generate sales inquiries, pilots, partnerships, and revenue.

Qualifications

• 7 years of sales experience with a proven track record of success and professional standards.
• Bachelor’s degree required; MBA preferred in business, sales, marketing, or related discipline.
• Proven history of meeting or exceeding goals and sales quotas in technology or educational technology.
• Experience in new verticals is a plus.
• Must have reliable transportation. Up to 50% travel required.
• Strong knowledge of Salesforce, MS Office, Google Suite, and related tools.
• Self-motivated with initiative and the ability to work in an unstructured environment (operational mindset, decisive, results-oriented).
• Strong interpersonal skills and ability to influence others without formal authority.
• Excellent written and oral communication, presentation, and technology skills.
• Creative, resourceful, meticulous, and highly organized.
• Ability to travel overnight within an interstate territory; air travel and extended vehicle periods may be required.

• Must live in California.

Travel

• Travel up to 50%.
• Busy travel seasons: February 1 – June 30; September 1 – November 15.
• 50% of travel is day trips; 50% involves 2- and 3-night trips.
• All travel costs are paid by the company via corporate card.

Compensation and Benefits

• Paid time off, parental leave, bereavement, and 8 hours of volunteer time.
• Generous holiday schedule including a year-end break.
• Comprehensive benefits package (medical, vision, dental, life, disability, and pet insurance).
• 401(k) plan with 5% employer matching (eligibility after 90 days).
• Annual professional development opportunities.
• Inclusive Social Committee.

Equal Opportunity Employer

At UWorld, we believe strength is derived from the talents, ideas, and experiences of a diverse workforce. We are committed to equal opportunity employment regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, or any other protected class. UWorld is proud to be an equal opportunity employer providing a drug-free workplace. If you have a disability or special need that requires accommodation, please let us know.

Job Details

• Seniority level: Associate
• Employment type: Full-time
• Job function: Sales and Business Development
• Industries: Higher Education, Book and Periodical Publishing, E-Learning Providers

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