Account Executive / Partnership Manager

UWorld, LLC

$100K — $150K *
Education, Government & Non-Profit
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of sales experience with a strong track record of success and professionalism
  • Bachelor's degree required, CPA preferred, in accounting, business, sales, marketing, or related field
  • Proven ability to meet or exceed sales goals in technology or educational technology
  • Experience in new verticals is advantageous
  • Proficient in Salesforce, MS Office, Google Suite, etc.
  • Self-motivated with initiative and operational mindset
  • Strong interpersonal and communication skills, with the ability to influence without formal authority

Responsibilities

  • Execute a proactive local sales strategy targeting CPA firms, colleges, and corporations
  • Support and expand the existing customer base while generating new business opportunities
  • Present account-specific strategies to cultivate revenue growth in assigned territory
  • Identify and pursue opportunities for business development and renewals
  • Develop tailored sales and marketing strategies for firms and universities in New York
  • Manage key relationships with senior stakeholders at firms and corporations
  • Participate in and organize events to enhance thought leadership and brand presence at targeted firms and universities

Benefits

  • Competitive compensation plan with base salary plus commission
  • Paid time off, parental leave, and volunteer time
  • Generous paid holiday schedule including the last week of the year off
  • Comprehensive medical, vision, and dental benefits, plus life and disability coverage
  • 401(k) plan with 5% employer matching after 90 days
  • Opportunities for professional development and training annually
  • Engaging company culture fostered through a social committee
Full Job Description
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 in the territory 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 New York. 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/universities 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 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 the New York 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 universities, 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 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 and universities in the New York 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. - Build, maintain and strengthen new and existing relationships with key universities through on campus events and presentations as well as developing faculty relationships. Requirements: - 7 years sales experience with a proven history of success and execution with high standards of professionalism - Bachelor's degree required, CPA a plus) in accounting, 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 Travel: 50% - Busy travel season February 1- June 30; Sept 1- November 15 - 50% of travel is day trip via car - All travel costs incurred for business are paid for by company via company credit card Compensation and benefits: - Competitive Pay - Base + commission ($100-150K with unlimited upside) - Paid time off (based on sliding scale according to hire date and work hours), parental leave, bereavement, and 8 hours of volunteer time - A generous paid holiday schedule that includes the last week of the year off for holiday break - Comprehensive benefits package (medical, vision, dental, life, disability and pet insurance) - 401(k) plan for retirement with 5% employer matching (eligibility after 90 days of employment) - Annual professional and career development opportunities available - Social Committee that offers an inclusive environment to get to know coworkers in a fun way

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