Role Description
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
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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.
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Support and maintain existing customer base while continuing to expand market presence and build new business.
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Execute account-specific presentations, demonstrations, lunch and learns and other strategies for all assigned and prospective accounts to grow revenue in an assigned territory.
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Identify opportunities for new business and for growth at existing accounts and pursue those opportunities through closing and renewal.
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Develop and execute individualized sales and marketing strategies within each Firm/Corporation and universities in the New York territory.
Responsibilities Specific to Include
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Drive revenues at Firms/Corporations by managing relationships with the COO, Managing Directors, Human Resources, Learning Directors, Administrator, and recruiters.
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Establish and participate in Firm/Corporation specific events, webcasts, Meet the Firms, and related opportunities to provide thought leadership.
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Build, maintain and strengthen new and existing relationships with Firm/Corporation administrators, partners, directors, to generate sales inquiries, pilots, partnerships, and sales revenue.
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Build, maintain and strengthen new and existing relationships with key universities through on campus events and presentations as well as developing faculty relationships.
Qualifications
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7 years sales experience with a proven history of success and execution with high standards of professionalism.
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Bachelor’s degree required, CPA a plus) in accounting, business, sales, marketing, or related discipline.
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Proven history of meeting or exceeding goals, objective, and sales quotas in technology or educational technology.
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Experience working in new verticals a plus.
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Must have reliable transportation. Up to 50% travel required.
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Strong knowledge of Salesforce, MS Office, Google, Chrome etc.
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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).
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Strong interpersonal skills: Ability to work with and influence others without formal authority.
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Excellent written and oral communications, presentation, and technology skills.
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Creative, resourceful, meticulous, highly organized.
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Ability to travel overnight within an interstate territory though air travel and occasionally extended periods in a vehicle.
Travel
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50% travel required.
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Busy travel season February 1- June 30; Sept 1- November 15.
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50% of travel is day trip via car.
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All travel costs incurred for business are paid for by company via company credit card.
Benefits
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Competitive compensation (contingent on experience).
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Paid time off (based on sliding scale according to hire date and work hours), parental leave, bereavement, and 8 hours of volunteer time.
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A generous paid holiday schedule that includes the last week of the year off for holiday break.
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Comprehensive benefits package (medical, vision, dental, life, disability and pet insurance).
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401(k) plan for retirement with 5% employer matching (eligibility after 90 days of employment).
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Annual professional and career development opportunities available.
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Social Committee that offers an inclusive environment to get to know coworkers in a fun way.
Company Description
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.