Account Executive / Firm Relationship & Partnership Manager

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 successfully prepare and pass their exams. At the core of UWorld's mission is an obsession with quality so that candidates receive only the best in learning resources. UWorld ensures success by using active learning methods and innovative technologies. Through challenging practice questions that mirror the actual exam questions, our unique specific correct and incorrect answer explanations reinforce concepts and correct misconceptions so candidates can efficiently and effectively prepare for every topic on their exams. Additional tools help manage time & provide real-time insights on exam readiness.

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

The Partnership Manager is responsible for partnering with colleges, universities, colleges instructors, directors of Accounting, Finance Masters’ programs,  interns, new hires and firm/corporation candidates by establishing relationships with CPA Firms/Corporations to drive revenue growth. The Partnership Manager will provide an elevated level of sales, service, and product knowledge about UWorld CPA Review, the CPA Exam, the 2024 Exam Evolution and equal knowledge of other key review programs in the Accounting & Finance professions. Other industry groups may also include state societies, organizations and industry partners. A successful Partnership Manager skillfully and strategically manages a large multi-state territory, driving, and nurturing new prospects through the sales funnel, scheduling and executing sales presentations and events, retaining and growing sales in their region.

The Firm Partnership Manager is the regional representative for the business and participates in sales and marketing events at accounting firms or corporations in the assigned territory. Overnight travel is required for various scenarios including conferences, meetings, sales presentations.

Primary Responsibilities:

• Execute all elements of a proactive local sales strategy, including interacting with external clients, prospects, and organizations to provide accurate and updated information regarding the UWorld Accounting & Finance Review Products which focus on the CPA, CMA, CIA, CFA, and CMT  Exams, the 2024 CPA Exam Evolution and on-going updates to each of the aforementioned exams.
• Support and maintain existing customer base while continuing to expand market presence and build new business
• Execute account-specific presentations, demonstrations, lunch and learns and other strategies for all assigned and prospective accounts to grow revenue in an assigned territory.
• Identify opportunities for new business and for growth at existing accounts and pursue those opportunities through closing and renewal
• Develop and execute individualized sales and marketing strategies within each Firm/Corporation in designated territory.

Responsibilities specific to include:

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

Requirements:

• 7 years sales experience with a proven history of success and execution with high standards of professionalism
• Bachelor’s degree required, (MBA preferred) in business, sales, marketing, or related discipline
• Proven history of meeting or exceeding goals, objective, and sales quotas in technology or educational technology
• Experience working in new verticals a plus
• Must have reliable transportation. Up to 50% travel required  
• Strong knowledge of Salesforce, MS Office, Google, Chrome etc.
• Self-motivated, high level of initiative, with the ability to work in an unstructured environment (strong operational mindset, decisive, with a "get it done" and “deliver results” mentality)
• Strong interpersonal skills: Ability to work with and influence others without formal authority
• Excellent written and oral communications, presentation, and technology skills
• Creative, resourceful, meticulous, highly organized
• Ability to travel overnight within an interstate territory though air travel and occasionally extended periods in a vehicle
• Must live in California

Travel: 50%

• Busy travel season February 1- June 30; Sept 1- November 15
• 50% of travel is day trip via car
• 50% of travel will require 2- and 3-night trips
• All travel costs incurred for business are paid for by company via company credit card