Account Executive - Accounting & Finance Education

UWorld, LLC; New York (NY); Remote; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with company match

Paid time off and holidays

Parental leave

Job summary

UWorld is seeking an Account Executive to drive growth in accounting and finance education across the Northeast. This remote role targets universities, CPA firms, and corporations, managing the full sales cycle from prospecting to close.

You will build strategic partnerships, present to executives, and travel up to 50% to engage with prospects and close deals, contributing to UWorld's expanding B2B education business.

Qualifications

• 5+ years of successful B2B sales or related client-facing experience.
• Ability to prospect, build pipeline, and close business.
• Strong consultative selling and relationship-building skills.
• Excellent presentation, negotiation, written, and verbal communication.

Responsibilities

• Own and grow your multi-state Northeast territory.
• Develop and execute a strategic sales plan and build a pipeline of new business.
• Identify decision-makers and create opportunities from initial contact to close.
• Manage the full sales cycle: prospecting, discovery, demos, contracting, closing, and expansion.
• Maintain accurate pipeline, forecasting, and activity in Salesforce.
• Travel up to 50% to meet clients and attend events.

Skills

B2B sales

Account management

Prospecting

Sales presentations

Negotiation

Education

Bachelor's degree

Job description

Account Executive – Accounting & Finance EducationLocation: Remote – Pennsylvania or New JerseyTerritory: Northeast U.S.Travel: Up to 50%Industry: Higher Education | EdTech | Accounting & Finance

Build Something New at UWorldUWorld is expanding its B2B sales organization, and we are looking for a driven, entrepreneurial Account Executive to help grow our Accounting & Finance Education business throughout the Northeast.This is a true business development and territory-building opportunity. You will identify new organizations, open doors with decision-makers, develop strategic partnerships, and grow relationships into long-term revenue opportunities.You will represent UWorld's Accounting & Finance Review products, including CPA, CMA, CIA, and CFA exam preparation, while developing partnerships with universities, CPA firms, corporations, professional organizations, and accounting professionals.This role is ideal for a hunter who enjoys prospecting, creating relationships from the ground up, navigating complex organizations, presenting to executive-level stakeholders, and closing new business.You'll have significant ownership of your territory and the opportunity to help shape how UWorld expands its presence within the accounting and finance education market.

About UWorldSince 2003, UWorld has been a global leader in online education and high-stakes test preparation. Millions of students and professionals have relied on UWorld to prepare for important academic and professional examinations.Our products span medical education, nursing, accounting and finance, law, college readiness, and other professional education markets.Our Accounting & Finance Review division provides comprehensive preparation solutions for professional certifications including the CPA, CMA, CIA, and CFA exams.As UWorld continues to expand its institutional and B2B business, we are building partnerships with universities, accounting firms, corporations, and professional organizations that want to help their students, employees, interns, and professionals succeed.

What You'll Do

Own and Grow Your Territory

Develop and execute a strategic sales plan for a multi-state Northeast territory.

Build a pipeline of new business through proactive prospecting, networking, referrals, events, and relationship development.

Identify organizations and decision-makers who can benefit from UWorld's Accounting & Finance solutions.

Research prospects, develop account strategies, and create opportunities from initial contact through close.

Manage the complete sales cycle, including prospecting, discovery, presentations, negotiations, contracting, closing, and account expansion.

Consistently achieve or exceed sales quotas, revenue goals, and performance objectives.

Maintain accurate pipeline, forecasting, activity, and account information in Salesforce.

Build Relationships With Key Decision-Makers

Develop trusted relationships with stakeholders including: CPA firm partners and managing directors Campus recruiting and talent acquisition leaders HR and Learning & Development leaders Firm administrators Accounting and finance department leaders University deans, department chairs, faculty, and administrators Career services and employer relations professionals Corporate talent development leaders Professional association executives Accounting and finance professionals You will serve as a consultative resource, learning each organization's recruiting, professional development, certification, and talent-development needs and identifying ways UWorld can support them.

Be a Hunter

This position requires someone who is energized by creating opportunities rather than waiting for them to come to you.

You will:

Prospect into new accounts and organizations. Develop creative strategies for reaching difficult-to-access decision-makers. Generate meetings through outbound prospecting, referrals, networking, events, and industry relationships. Build relationships where UWorld does not currently have an established presence.

Turn initial conversations into qualified opportunities and long-term partnerships.

Identify opportunities to expand UWorld's footprint within existing accounts.

Develop referral and relationship networks throughout the territory.

If you enjoy opening doors, building something from the ground up, and winning new business, this role is for you.

Sell Through Consultative Partnerships

Conduct discovery conversations to understand organizational needs and goals.

Develop customized sales strategies and solutions for each prospect.

Deliver compelling presentations, product demonstrations, webinars, lunch-and-learns, and educational sessions.

Present to individual decision-makers as well as complex buying groups.

Negotiate agreements and close new business.

Develop account plans designed to increase adoption, retention, and revenue.

Position UWorld as a strategic partner rather than simply a product vendor.

Represent UWorld in the Market

Attend and represent UWorld at university events, Meet the Firms events, accounting conferences, professional association meetings, and industry programs.

Develop relationships with accounting and finance professionals throughout the territory.

Participate in customer events, webinars, conferences, and networking opportunities.

Maintain a strong understanding of the accounting education and professional certification landscape.

Stay informed about CPA Exam changes, CPA Evolution, professional certification trends, competitive products, and developments within the accounting and finance industry.

Provide market intelligence and customer feedback to UWorld's leadership, marketing, product, and sales teams.

Partner With Universities and Internal Teams

Collaborate with UWorld's University B2B Sales team to identify and develop opportunities at universities throughout the Northeast.

Build relationships with accounting programs, business schools, faculty, career centers, and university administrators.

Partner with Marketing, Product, Customer Success, and other internal teams to support customer acquisition and retention.

Share competitive intelligence, market trends, customer feedback, and new business opportunities.

Help develop creative programs and partnerships that expand UWorld's presence within the accounting and finance education market.

What We're Looking For

We are looking for a high-performing relationship builder and business developer who is comfortable creating opportunities, managing a territory, and owning the sales process from prospecting through close.

Required Qualifications

5+ years of successful B2B sales, business development, account management, recruiting, university partnership, professional services, or related client-facing experience.

Demonstrated success generating new business and consistently achieving performance goals.

Proven ability to prospect, build pipeline, develop relationships, and close business.

Experience selling to multiple stakeholders within complex organizations.

Strong consultative selling and relationship-building skills.

Excellent presentation, negotiation, written, and verbal communication skills.

Ability to independently manage a multi-state territory and prioritize opportunities.

Highly motivated, organized, resourceful, and results-oriented.

Strong ability to work independently in a remote environment.

Willingness and ability to travel regularly throughout the assigned territory.

Bachelor's degree required.

Must reside in Pennsylvania or New Jersey.

Must have a valid driver's license and reliable transportation.

Preferred Experience

• Accounting or finance sales
• CPA firm sales or business development
• Big Four or public accounting
• Campus recruiting or university recruiting
• University or higher education sales
• Educational technology / EdTech
• SaaS or technology sales
• Professional services sales
• Professional association sales
• Accounting or financial technology
• Professional certification or exam preparation
• Corporate learning and development
• University partnerships or employer relations
• Selling to CPA firms, corporations, universities, or professional organizations

Knowledge of the CPA, CMA, CIA, CFA, or other professional certification markets is a plus but not required.

What Success Looks Like

• Build a strong pipeline of qualified new business opportunities.
• Establish relationships with key decision-makers throughout the Northeast.
• Develop new university, CPA firm, corporate, and professional partnerships.
• Consistently generate new meetings and sales opportunities.
• Convert prospects into long-term customers and partners.
• Expand UWorld's visibility and presence within the accounting and finance market.
• Achieve established revenue and sales objectives.

Most importantly, you'll help build something. This is not a maintenance-oriented account management position. You'll have the opportunity to develop a territory, create new relationships, establish partnerships, and directly contribute to the growth of UWorld's Accounting & Finance business.

Travel

This is a highly field-oriented position requiring up to 50% travel throughout the Northeast.

Travel may include:

• Day trips to universities, CPA firms, corporations, and customer locations.
• Overnight travel for conferences, customer meetings, and multi-day events.
• Meet the Firms events and university programs.
• Accounting and finance conferences.
• Professional association events.
• Customer presentations and lunch-and-learns.

Travel is generally heaviest from February through June and September through November. All approved business travel expenses are covered by UWorld and managed through a company-issued credit card.

Compensation & Benefits

UWorld offers a competitive compensation package based on experience and a comprehensive benefits program, including:

• Competitive base salary plus incentive compensation
• Paid time off based on UWorld's applicable PTO policy
• Paid parental leave
• Bereavement leave
• Generous paid holiday schedule
• Last week of the year off for holiday break
• Medical, dental, and vision insurance
• Pet insurance
• 401(k) with 5% employer matching after 90 days
• Professional development and career growth opportunities
• Company-sponsored social and team-building activities

Why Join UWorld?

At UWorld, you'll join a growing organization whose products genuinely make a difference in students' and professionals' careers.

You'll have the opportunity to represent products that help aspiring accountants and finance professionals prepare for some of the most important professional examinations in their careers.

More importantly, you'll have the autonomy to build relationships, develop new business, create partnerships, and make a measurable impact on the growth of the organization.

Equal Opportunity Employer

At UWorld, we believe strength is derived from the talents, ideas, and experiences of a diverse workforce. We are committed to equal opportunity employment regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, or any other protected class.

UWorld is proud to be an equal opportunity employer providing a drug-free workplace. If you have a disability or special need that requires accommodation, please let us know.