UWorld, LLC Boston, Massachusetts, United States Full-time 2024-06-25

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 out of the New York or New Jersey area and be responsible for growing new business opportunities for the UWorld Accounting & Finance Review division selling directly to CPA Firms, Corporations and collaborating with our University B2B Sales Team at specific universities in the Northeast.

The Firm Relationship & Partnership Manager is responsible for partnering with interns, new hires and firm/corporation candidates by establishing relationships with CPA Firms/Corporations to drive revenue growth. The Firm Relationship & Partnership Manager will provide an elevated level of sales, service, and product knowledge about UWorld CPA Review, the CPA Exam, the 2024 Exam Evolution 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 Firm Relationship & Partnership Manager skillfully and strategically manages a large multi-state 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 Relationship & Partnership Manager is the regional representative for the business and participates in sales and marketing events at accounting firms or corporations in the assigned territory. Overnight travel is required for various scenarios including conferences, meetings, sales presentations.

About Us:

UWorld is the worldwide leader in online learning to prepare professionals for high-stakes exams. Since 2003, UWorld has helped over 2 million undergraduate, graduate, and professional students successfully prepare and pass their exams. At the core of UWorld’s mission is an obsession with quality so that candidates receive only the best in learning resources. UWorld ensures success by using active learning methods and innovative technologies. Through challenging practice questions that mirror the actual exam questions, our unique specific correct and incorrect answer explanations reinforce concepts and correct misconceptions so candidates can efficiently and effectively prepare for every topic on their exams. Additional tools help manage time & provide real-time insights on exam readiness.

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, the 2024 CPA Exam Evolution 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 in designated 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.


  • 7 years sales experience with a proven history of success and execution with high standards of professionalism
  • Bachelor’s degree required, (MBA preferred) in 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 post-COVID
  • 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
  • Must live in New York, New Jersey, or Connecticut

Travel: 50%

  • Busy travel season February 1- June 30; Sept 1- November 15
  • 50% of travel is day trip via car
  • 50% of travel will require 2- and 3-night trips
  • All travel costs incurred for business are paid for by company via company credit card

Compensation and benefits:

  • Competitive compensation (contingent on experience)
  • 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

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.