Firm Relationship & Partnership Manager – Accounting & Finance

Job not on LinkedIn

🔥 3 minutes ago

🏖️ New Jersey, Pennsylvania – Remote

🏖️ New Jersey – Remote 🔔 Pennsylvania – Remote

⏰ Full Time

🟠 Senior

🔴 Lead

💰 Account Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 10%

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UWorld

WebsiteLinkedInAll Job Openings

501 - 1000 employees

💼 Consulting

🏥 Healthcare

⚖️ Legal

Consulting • Healthcare • Legal

UWorld is a company that specializes in producing high-quality test preparation materials for a wide range of exams. Their goal is not only to prepare individuals for their exams but also to facilitate ongoing success in their academic or professional careers. UWorld offers test prep for various professional and academic exams including accounting (CPA, CMA, CIA), finance (CFA, CMT), legal (Bar Review, JD-Next), medical (USMLE, COMLEX, NCLEX), as well as high school and college entrance exams (SAT, ACT, AP). The company is committed to impact and excellence in helping students and professionals achieve their goals.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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