Firm Relationship & Partnership Manager – Accounting & Finance

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

📋 Description

• Formulate and implement a proactive sales strategy aimed at boosting revenue and enhancing market share across a designated multi-state region.

• Discover, prospect, and cultivate new business opportunities with CPA firms, corporations, and various organizations.

• Construct and oversee a sales pipeline from initial prospecting through to presentation, negotiation, closing, and renewal stages.

• Spot opportunities to broaden existing accounts and enhance the adoption of UWorld products.

• Create account-specific sales and marketing strategies.

• Meet or surpass set sales goals, revenue targets, and performance objectives.

• Build trusted relationships with key decision-makers such as COOs, managing directors, HR leaders, learning and development leaders, firm administrators, partners, directors, and recruiters.

• Provide guidance to firms and corporations regarding talent development, recruitment, and professional certification requirements.

• Foster relationships with interns, new hires, employees, and professionals pursuing accounting and finance certifications.

• Develop partnerships that support employee recruitment, retention, professional development, and exam success.

• Maintain and enhance customer relationships while expanding UWorld’s market footprint.

• Deliver sales presentations, product demonstrations, lunch-and-learn sessions, webinars, and educational presentations.

• Organize and participate in firm- and corporation-specific events, Meet the Firms events, conferences, webcasts, and industry programs.

• Represent UWorld at accounting, finance, university, and professional association events throughout the designated territory.

• Provide insights on UWorld’s Accounting & Finance Review products, the CPA Exam, CPA Exam Evolution, and other professional certification exams.

• Stay informed on industry trends, competitive offerings, certification requirements, and developments in accounting and finance.

• Collaborate with UWorld’s University B2B Sales team to cultivate opportunities at selected universities in the Northeast.

• Work alongside internal sales, marketing, customer success, and product teams.

• Share market intelligence, customer feedback, competitive insights, and opportunities with internal stakeholders.

• Contribute to innovative sales strategies and programs that strengthen UWorld’s position in the Accounting & Finance market.

• Travel to accounting firms, corporations, universities, conferences, industry events, and customer meetings.

⛳️ Requirements

• Over 7 years of successful sales experience, preferably in B2B, technology, SaaS, educational technology, professional services, or a related field.

• Bachelor’s degree is required; an MBA or advanced degree is preferred.

• Proven track record of consistently meeting or exceeding sales quotas, revenue goals, and performance targets.

• Experience in developing new business and successfully entering or expanding into new markets or verticals.

• Demonstrated ability to manage a complex, multi-state sales territory and prioritize opportunities effectively.

• Strong consultative selling and relationship-building skills with the capability to influence decision-makers at various levels.

• Experience selling to executive-level stakeholders and organizational decision-makers.

• Exceptional presentation, negotiation, written, and verbal communication skills.

• Highly self-motivated with the capacity to work independently in a remote setting.

• Strong operational mindset with a "get it done" and results-driven attitude.

• Highly organized and detail-oriented, able to effectively manage multiple priorities and a dynamic sales pipeline.

• Creative, resourceful, resilient, and comfortable navigating a changing sales environment.

• Strong proficiency in Salesforce, Microsoft Office, Google Workspace, and other business technologies.

• Experience with accounting firms, corporations, professional associations, universities, or the accounting/finance sector is advantageous.

• Knowledge of CPA, CMA, CFA, CIA, or other professional certification markets is a plus.

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

• Residency in Pennsylvania or New Jersey is required.

• Willingness and ability to travel up to 50% within the assigned territory.

🏝️ Benefits

• Competitive base salary along with incentive compensation.

• Paid time off in accordance with UWorld’s applicable PTO policy.

• Paid parental leave and bereavement leave.

• Generous holiday schedule, including the last week of the year off for holiday break.

• Comprehensive medical, dental, and vision insurance.

• Pet insurance.

• 401(k) plan with a 5% employer match after 90 days of employment.

• Opportunities for professional development and career advancement.

• Company-sponsored social and team-building activities.

• All approved business travel expenses are reimbursed by UWorld and managed through a company-issued credit card.