2-5+ years of quota-carrying sales experience, preferably in EdTech, SaaS, higher education, or financial services.
Deep understanding of the CFA Program, including its levels and exam format.
Strong familiarity with the finance industry, capable of engaging with charter holders and L&D leaders.
Bachelor's degree in finance, economics, business, or a related field.
Experience with CRM tools like Salesforce or HubSpot.
Responsibilities
Own the full sales cycle from prospecting to closing and onboarding.
Engage in consultative selling by understanding candidates' needs and recommending suitable packages.
Pitch group licenses to major financial firms and university finance programs.
Conduct live demos of UWorld's offerings, including QBank and mock exams.
Address pricing and competitive inquiries confidently, highlighting UWorld's unique advantages.
Align sales campaigns with CFA registration deadlines and exam schedules.
Act as the customer advocate, relaying insights to Marketing and Product teams.
Maintain an organized sales pipeline and accurately forecast metrics in the CRM.
Benefits
Comprehensive benefits package including medical, dental, vision, life, and disability insurance.
401(k) plan with a 5% employer match.
Generous paid time off, including holidays, parental leave, and volunteer time.
Opportunity to make a meaningful impact by helping candidates achieve their CFA charter.
Full Job Description
Account Executive, CFA Review - UWorld Help the next generation of charter holders pass
The CFA Program is one of the hardest credentials in finance. Candidates spend hundreds of hours per level studying around 60-hour weeks in banking, research and asset management. The prep they choose can decide whether they pass this year or try again next year.
As UWorld's first Account Executive dedicated solely to CFA Review, you'll put the right prep in front of those candidates and the firms that invest in them. You'll own the pipeline, shape how we sell to finance, and see your impact on every exam cycle.
If you love consultative selling, speak fluent finance, and want a seat where your results are visible, read on. What you'll be selling
Courses for every candidate. Platinum, Gold and Self-Study packages for Levels I, II and III, plus our 11th Hour Final Review for the final stretch.
A QBank reviewers call a standout, with detailed answer explanations and mock exams that mirror the real exam interface.
Instructors candidates trust, led by Global Lead Instructor Peter Olinto, CFA, CPA (inactive), JD.
Access Until You Pass. Free course repeats and content updates until the candidate passes. It's one of the easiest promises in the market to sell.
What you'll do
Own the full sales cycle. Prospect, run discovery, demo, negotiate and close, then hand off happy customers to onboarding.
Sell like an advisor, not a script. Learn each candidate's level, exam date, past attempts and real weekly study time, then recommend the package that gives them the best shot.
Open doors at major firms and campuses. Pitch group licenses to banks, asset managers, hedge funds, wealth firms and university finance programs that want their analysts and students to pass.
Show, don't tell. Run live demos of the QBank, mock exams, lectures, study planner and performance analytics.
Win the comparison. Handle questions about price, results and competitors with confidence, and know exactly where UWorld stands apart.
Ride the exam calendar. Build campaigns around CFA registration deadlines and exam windows, when candidates are ready to buy.
Be the voice of the customer. Share what you hear with Marketing, Product and our instructors, and partner with UWorld Accounting on shared firm and campus accounts.
Keep a clean pipeline. Forecast accurately and track conversion, quota and renewals in our CRM.
What you bring
2-5+ years of quota-carrying sales, ideally in EdTech, SaaS, higher education or financial services.
A real understanding of the CFA Program: the three levels, the exam format, and what candidates go through to pass.
Comfort in the finance world, from buy-side to sell-side, and the credibility to hold your own with charter holders and L&D leaders.
A bachelor's degree in finance, economics, business or a related field.
CRM discipline in Salesforce, HubSpot or similar.
Bonus points if you have:
Earned the CFA charter, or are working through the CFA Program yourself.
Closed enterprise or group deals with financial institutions or universities.
Strong opinions about the CFA prep landscape and how to win in it.
What's in it for you
Earnings that reward results: base salary of plus uncapped commission
Work that matters. Every deal helps someone move closer to a charter and a bigger career.
Comprehensive benefits package including medical, dental, vision, life, disability, and pet insurance
401(k) with 5% employer match
Generous paid time off, paid holidays, parental leave, volunteer time, and bereavement leave
