Account Executive – Accounting & Finance Education

This is a fully remote position, open to applicants in New Jersey, +1 more state.

📋 Description

• Create and implement a comprehensive sales strategy for a multi-state territory in the Northeast.

• Develop a new business pipeline through networking, referrals, events, and relationship cultivation.

• Identify potential organizations and decision-makers that could benefit from UWorld's Accounting & Finance solutions.

• Conduct research on prospects, formulate account strategies, and generate opportunities from initial contact to closing.

• Oversee the entire sales process, including prospecting, discovery, presentations, negotiations, contracting, closing, and account growth.

• Meet or surpass sales quotas, revenue targets, and performance metrics.

• Keep precise records of pipeline, forecasting, activities, and account details in Salesforce.

• Establish trusted relationships with CPA firms, universities, corporations, professional organizations, and finance professionals.

• Act as a consultative resource to understand the recruiting, professional development, certification, and talent development needs of organizations.

• Initiate contact with new accounts and devise innovative strategies to reach decision-makers.

• Engage in discovery conversations and craft customized sales strategies and solutions.

• Provide presentations, product demonstrations, webinars, lunch-and-learns, and educational sessions.

• Negotiate contracts and finalize new business deals.

• Develop account plans designed to enhance adoption, retention, and revenue.

• Attend university events, Meet the Firms events, accounting conferences, professional association meetings, and industry programs.

• Stay informed about CPA Exam updates, CPA Evolution, certification trends, competitive products, and developments in the accounting and finance sector.

• Supply market intelligence and client feedback to leadership, marketing, product, and sales teams.

• Collaborate with the University B2B Sales team to cultivate university opportunities across the Northeast.

• Work in partnership with Marketing, Product, Customer Success, and other internal teams.

• Establish new partnerships with universities, CPA firms, corporations, and professional organizations.

• Travel up to 50% within the Northeast region.

• Build a qualified pipeline, form relationships with decision-makers, set up meetings, convert prospects, expand UWorld's market reach, and achieve revenue targets.

⛳️ Requirements

• A minimum of 5 years of successful experience in B2B sales, business development, account management, recruiting, university partnership, professional services, or related client-facing roles.

• Proven track record of generating new business and consistently meeting performance goals.

• Demonstrated ability to prospect, develop pipeline, build relationships, and close deals.

• Experience engaging multiple stakeholders within complex organizations.

• Strong consultative selling and relationship-building capabilities.

• Excellent skills in presentation, negotiation, written, and verbal communication.

• Capability to independently manage a multi-state territory and prioritize opportunities effectively.

• Highly motivated, organized, resourceful, and results-driven.

• Strong ability to work independently in a remote setting.

• Willingness and capacity to travel frequently within the assigned territory.

• A Bachelor's degree is required.

• Must reside in Pennsylvania or New Jersey.

• Must possess a valid driver's license and reliable transportation.

• Familiarity with Salesforce is preferred.

• Knowledge of CPA, CMA, CIA, or CFA certification markets is advantageous but not mandatory.

🏝️ Benefits

• Competitive base salary with incentive compensation.

• Paid time off according to UWorld's applicable PTO policy.

• Paid parental leave.

• Bereavement leave.

• Generous paid holiday schedule.

• Time off for the last week of the year for holiday break.

• Medical, dental, and vision insurance.

• Pet insurance.

• 401(k) plan with 5% employer matching after 90 days.

• Opportunities for professional development and career advancement.

• Company-sponsored social and team-building events.

• Approved business travel expenses covered by UWorld and managed through a company-issued credit card.