Firm Relationship & Partnership Manager - Accounting & Finance
Firm Relationship & Partnership Manager - Accounting & Finance
Location: Remote - Pennsylvania or New Jersey
About the Role
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.
Compensation & Benefits
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
- Pet 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.
If you are an ambitious sales professional who enjoys building relationships, winning new business, and being part of a high-performing team, we want to hear from you.
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.