Firm Relationship & Partnership Manager – Accounting & Finance

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🕒 Setembro 2

🏖️ New Jersey, Pennsylvania – Remoto

🏖️ New Jersey – Remote 🔔 Pennsylvania – Remote

⏰ Tempo Integral

🟠 Sênior

🔴 Especialista

💰 Gerente de Contas

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UWorld

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

💼 Consultoria

🏥 Saúde

⚖️ Jurídico

Consulting • Healthcare • Legal

A UWorld é uma empresa especializada na produção de materiais de preparação para provas de alta qualidade para uma ampla variedade de exames. Seu objetivo não é apenas preparar as pessoas para os exames, mas também promover o sucesso contínuo em suas trajetórias acadêmicas e profissionais. A UWorld oferece preparação para diversos exames profissionais e acadêmicos, incluindo contabilidade (CPA, CMA, CIA), finanças (CFA, CMT), área jurídica (Bar Review, JD-Next), área médica (USMLE, COMLEX, NCLEX), além de exames de ensino médio e de admissão universitária (SAT, ACT, AP). A empresa é comprometida com impacto e excelência ao ajudar estudantes e profissionais a alcançarem seus objetivos.

Descrição

• 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 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 • 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, and recruiters • Advise firms and corporations on talent development, recruiting, and professional certification needs • Build relationships with interns, new hires, employees, and professionals pursuing accounting and finance certifications • Develop partnerships supporting employee recruitment, retention, professional development, and exam success • Maintain and strengthen customer relationships while expanding UWorld’s market presence • Deliver sales presentations, product demonstrations, lunch-and-learns, webinars, and educational presentations • 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 information about UWorld’s Accounting & Finance Review products, the CPA Exam, CPA Exam Evolution, and other professional certification exams • Stay current on industry trends, competitive offerings, certification requirements, and accounting and finance developments • Partner with UWorld’s University B2B Sales team to develop opportunities at select universities throughout the Northeast • Collaborate with 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 strengthening UWorld’s Accounting & Finance market position • Travel to accounting firms, corporations, universities, conferences, industry events, and customer meetings

🎯 Requisitos

• 7+ years of successful sales experience, preferably in B2B, technology, SaaS, educational technology, professional services, or a related industry • Bachelor’s degree required; MBA or advanced degree preferred • 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 • 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 • Must have reliable transportation and a valid driver’s license • Must reside in Pennsylvania or New Jersey • Willingness and ability to travel up to 50% throughout the assigned territory

🏖️ Benefícios

• Competitive base salary and 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 • All approved business travel expenses are covered by UWorld and managed through a company-issued credit card