[Remote] Firm Relationship & Partnership Manager - Accounting & Finance

Note: The job is a remote job and is open to candidates in USA. UWorld is hiring a Firm Relationship & Partnership Manager for its Accounting & Finance Review division. The role develops new business and strategic partnerships, manages a multi-state sales territory, and drives revenue for professional exam-preparation products.

Responsibilities

• Develop and execute a proactive sales strategy to increase revenue and market share throughout an assigned multi-state territory
• Identify, prospect, and develop new business opportunities with CPA firms, corporations, and other organizations
• Build and manage a healthy sales pipeline from initial prospecting through presentation, negotiation, closing, and renewal
• Identify opportunities to expand existing accounts and increase adoption of UWorld products
• Develop account-specific sales and marketing strategies based on each organization’s unique needs and goals
• Consistently achieve or exceed established sales goals, revenue targets, and performance objectives
• Establish trusted relationships with key decision-makers, including COOs, managing directors, HR leaders, learning and development leaders, firm administrators, partners, directors, recruiters, and other stakeholders
• Serve as a strategic advisor to firms and corporations by understanding their talent development, recruiting, and professional certification needs
• Build strong 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 strengthen existing customer relationships while continuously expanding UWorld’s presence within the market
• Deliver engaging sales presentations, product demonstrations, lunch-and-learns, webinars, and other educational presentations to prospective and existing customers
• Plan 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 territory
• Provide accurate and compelling information about UWorld’s Accounting & Finance Review products, the CPA Exam, CPA Exam Evolution, and other relevant professional certification exams
• Stay current on industry trends, competitive offerings, certification requirements, and developments within the accounting and finance professions
• Partner closely with UWorld’s University B2B Sales team to identify and develop opportunities at select universities throughout the Northeast
• Collaborate with internal sales, marketing, customer success, and product teams to ensure a consistent and exceptional customer experience
• Share market intelligence, customer feedback, competitive insights, and opportunities with internal stakeholders
• Contribute to the development of innovative sales strategies and programs that strengthen UWorld’s position within the Accounting & Finance market

Skills

• 7+ years of successful sales experience
• Bachelor's degree required
• Demonstrated track record of consistently meeting or exceeding sales quotas, revenue goals, and performance objectives
• Experience developing new business and successfully entering or growing new markets or verticals
• Proven ability to manage a complex, multi-state sales territory and prioritize opportunities effectively
• Strong consultative selling and relationship-building skills with the ability to influence decision-makers at multiple levels
• Experience selling to executive-level stakeholders and organizational decision-makers
• Excellent presentation, negotiation, written, and verbal communication skills
• Highly self-motivated with the ability to work independently in a remote environment
• Strong operational mindset with a “get it done” and results-oriented mentality
• Highly organized and detail-oriented with the ability to effectively manage multiple priorities and a dynamic sales pipeline
• Creative, resourceful, resilient, and comfortable navigating an evolving sales environment
• Strong proficiency with Salesforce, Microsoft Office, Google Workspace, and other business technology
• Must have reliable transportation and a valid driver's license
• Must reside in Pennsylvania or New Jersey
• Preferably in B2B, technology, SaaS, educational technology, professional services, or a related industry
• MBA or advanced degree preferred
• Experience working with accounting firms, corporations, professional associations, universities, or the accounting/finance industry is a plus
• Knowledge of CPA, CMA, CFA, CIA, or other professional certification markets is a plus

Benefits

• Incentive compensation
• Paid time off, based on UWorld’s applicable PTO policy
• Paid parental leave and bereavement leave
• Generous paid 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 5% employer matching after 90 days of employment
• Professional development and career growth opportunities
• Company-sponsored social and team-building activities
• Remote work
• All approved business travel expenses are covered by UWorld and managed through a company-issued credit card

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