Firm Relationship & Partnership Manager – Accounting & Finance

UWorld; Philadelphia (Philadelphia County); Hybrid; USD 100,000 - 180,000; Full time

Benefits offered by this job

Competitive base salary

Incentive compensation

Paid time off

Parental leave and bereavement leave

Holiday schedule including last week.

Medical, dental, and vision insurance

401(k) with 5% employer matching

Professional development

Company-sponsored team-building

Job summary

UWorld’s B2B Sales team is growing, and we are looking for a talented, driven, and relationship-focused Firm Relationship & Partnership Manager to join our Accounting & Finance Review division.

This role focuses on building relationships with CPA firms, corporations, university partners, and industry organizations in the Northeast, driving revenue for UWorld’s Accounting & Finance Review products including CPA, CMA, CIA, and CFA exam prep.

Qualifications

• Bachelor’s degree required; MBA or advanced degree preferred.
• 7+ years of successful sales experience, preferably in B2B, technology, SaaS, or professional services.
• Proven track record of meeting or exceeding quotas and revenue goals.
• Experience developing new business and growing new markets/verticals.
• Ability to manage a complex, multi-state territory and prioritize opportunities.
• Strong consultative selling and relationship-building skills with executives.
• Experience selling to executive-level stakeholders and decision-makers.
• Excellent presentation, negotiation, written and verbal communication skills.
• Highly self-motivated with the ability to work independently in a remote environment.
• Get-it-done attitude and results-oriented mentality.
• Organized and detail-oriented with multiple priorities and a dynamic sales pipeline.
• Knowledge of CPA, CMA, CFA, CIA markets is a plus.

Responsibilities

• Develop and execute a proactive sales strategy to increase revenue across a multi-state territory.
• Identify and develop new business opportunities with CPA firms, corporations, and other organizations.
• Build and manage a healthy sales pipeline from prospecting to renewal.
• Expand adoption of UWorld products within existing accounts.
• Develop account-specific sales and marketing strategies based on each organization’s needs.
• Consistently achieve or exceed sales goals and revenue targets.
• Establish trusted relationships with key decision-makers and leaders.
• Serve as a strategic advisor on talent development, recruiting and certification needs.
• Collaborate with internal teams to ensure a top-notch customer experience.
• Present across events, webinars, and corporate/firm meetings.
• Stay current on industry trends and competitive offerings.

Skills

7+ years sales experience

B2B

Consultative selling

Executive-level sales

Remote work capability

Strong presentation skills

Lead & pipeline management

Education

Bachelor's degree

MBA preferred

Tools

Salesforce

Microsoft Office

Google Workspace

Job description

UWorld’s B2B Sales team is growing, and we are looking for a talented, driven, and relationship-focused Firm Relationship & Partnership Manager to join our Accounting & Finance Review division.

This is an exciting opportunity for an experienced sales professional to build and expand relationships with CPA firms, corporations, accounting professionals, university partners, and industry organizations throughout the Northeast. In this role, you will be responsible for identifying new business opportunities, expanding existing partnerships, and driving revenue for UWorld’s Accounting & Finance Review products, including CPA, CMA, CIA, and CFA exam preparation.

The ideal candidate is a consultative and strategic sales professional who thrives on building relationships, developing new markets, and creating meaningful partnerships. You will serve as UWorld’s regional representative, developing relationships with firm and corporate leaders while collaborating closely with our University B2B Sales team at select universities throughout the Northeast.

This position requires someone who is comfortable owning a multi-state territory, managing a dynamic sales pipeline, presenting to executive-level stakeholders, and turning relationships into long‑term partnerships and revenue growth.

What You'll Do

Drive New Business & Revenue Growth

• 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 healthy 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 based on each organization’s unique needs and goals.
• Consistently achieve or exceed established sales goals, revenue targets, and performance objectives.

Build Strategic Relationships

• Establish trusted relationships with key decision-makers, including COOs, managing directors, HR leaders, learning and development leaders, firm administrators, partners, directors, recruiters, and other stakeholders.
• Serve as a strategic advisor to firms and corporations by understanding their talent development, recruiting, and professional certification needs.
• Build strong relationships with interns, new hires, employees, and professionals pursuing accounting and finance certifications.
• Develop partnerships that support employee recruitment, retention, professional development, and exam success.
• Maintain and strengthen existing customer relationships while continuously expanding UWorld’s presence within the market.

Present & Represent UWorld

• Deliver engaging sales presentations, product demonstrations, lunch‑and‑learns, webinars, and other educational presentations to prospective and existing customers.
• 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 accurate and compelling information about UWorld’s Accounting & Finance Review products, the CPA Exam, CPA Exam Evolution, and other relevant professional certification exams.
• Stay current on industry trends, competitive offerings, certification requirements, and developments within the accounting and finance professions.

Collaborate Across the Business

• Partner closely with UWorld’s University B2B Sales team to identify and develop opportunities at select universities throughout the Northeast.
• Collaborate with internal sales, marketing, customer success, and product teams to ensure a consistent and exceptional customer experience.
• Share market intelligence, customer feedback, competitive insights, and opportunities with internal stakeholders.
• Contribute to the development of innovative sales strategies and programs that strengthen UWorld’s position within the Accounting & Finance market.

What We’re Looking For

• 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.

Travel Requirements

This is a highly field‑oriented sales position requiring up to 50% travel throughout the assigned territory.

Travel will vary based on customer needs, events, conferences, and sales opportunities and may include:

• Approximately 50% day trips by car.
• Approximately 50% overnight travel, including occasional two‑and three‑night trips.
• Travel to accounting firms, corporations, universities, conferences, industry events, and customer meetings.
• The busiest travel periods are generally February 1–June 30 and September 1–November 15.
• All approved business travel expenses are covered by UWorld and managed through a company‑issued credit card.

UWorld offers a competitive compensation package based on experience, along with a comprehensive benefits program that includes:

• 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
• 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

Why Join UWorld?

At UWorld, you’ll have the opportunity to make a meaningful impact while representing products that genuinely help professionals achieve their career goals.

As a Firm Relationship & Partnership Manager, you’ll have significant ownership of your territory and the opportunity to build something—developing new relationships, creating strategic partnerships, expanding UWorld’s footprint, and directly contributing to the growth of our Accounting & Finance business.

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.