Edtech.com's Summary

UWorld, LLC is hiring an Account Executive / Corporate Partnerships to drive sales of its Finance and Accounting education solutions to corporations across a multi-state territory. The role involves developing strong partnerships with corporate learning and development teams, managing a large territory strategically, and executing presentations, workshops, and events to grow new and existing business.

Highlights

Develop and execute territory-wide sales strategies focusing on corporate clients.
Sell UWorld’s CFA and CMA Review educational products to finance and accounting professionals.
Build relationships with CFOs, controllers, HR, and learning directors to establish and expand UWorld’s presence.
Conduct presentations, demos, and events to drive sales and identify upsell opportunities.
Manage pilots, proposals, partnership agreements, and renewals.
7+ years B2B sales experience in technology, SaaS, or EdTech with a strong quota attainment record.
Bachelor’s degree required; MBA preferred—background in business, marketing, or sales.
Proficient in Salesforce, Microsoft Office, Google Workspace, and related tools.
Fifty percent travel required, including day trips and overnight stays.
Competitive compensation with comprehensive benefits including 401(k) matching, paid time off, and professional development opportunities.

Account Executive / Corporate Partnerships Full Description

Account Executive / Corporate Partnerships

UWorld’s B2B Sales Team is growing, and we are seeking a high-performing, competitive, and relationship-driven Account Executive to expand our footprint across the corporate segment. This role focuses on selling UWorld’s Finance and Accounting education solutions— specifically CFA and CMA Review—to corporations throughout a multi-state territory.

The ideal candidate excels at developing trusted partnerships with corporate L&D teams. You will be responsible for driving new business, expanding existing accounts, and positioning UWorld as the premier provider of professional finance education and exam preparation.

You will collaborate closely with B2B sales team members, manage a large territory strategically, and execute high-impact presentations, workshops and events. Overnight travel is required.

Primary Responsibilities

Territory & Sales Strategy

Execute a proactive, territory-wide sales strategy across corporations and key industry organizations.
Provide expert-level knowledge of UWorld’s finance and accounting education products.
Grow an existing book of business while expanding market share and identifying new partnership opportunities.
Drive prospects through the full sales funnel—from outreach to presentation to close and renewal.

Partnership Development

Build and strengthen relationships with corporate leaders, including CFOs, Controllers, COOs, Directors, HR teams, Learning Directors, Administrators and Benefit teams.
Establish UWorld presence through events, industry engagements, CFA and IMA regional and national conferences and webinars.

Sales Execution

Conduct customized presentations, demonstrations, and lunch-and-learn sessions for both existing and prospective accounts.
Identify cross-sell and upsell opportunities.
Generate and manage pilots, partnership agreements, proposals, and renewals.
Represent UWorld at conferences, meetings, and industry events across assigned states.

Requirements

7+ years of successful B2B sales experience with a strong track record of meeting or exceeding quotas in technology, SaaS, or EdTech.
Bachelor’s degree required (MBA preferred) in business, marketing, sales, or a related field.
Demonstrated success penetrating new verticals and managing complex multi-state territories.
Strong operational mindset with a self-starter, “get it done” drive.
Exceptional presentation, communication, and relationship-building skills.
Proficiency in Salesforce, MS Office, Google Workspace, Chrome, and related tools.
Highly organized, resourceful, and adaptable in an unstructured environment.
Reliable transportation and ability to travel overnight (air and car).

Travel Requirements

50% travel
Busy travel seasons: Feb 1–June 30 and Sept 1–Nov 15
Travel mix:
- 50% day trips
- 50% 2–3 night overnight trips
All approved business travel is company-paid via corporate 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.

Original Job Description

Account Executive / Corporate Partnerships

You will collaborate closely with B2B sales team members, manage a large territory strategically, and execute high-impact presentations, workshops and events. Overnight travel is required.

Primary Responsibilities

Territory & Sales Strategy

Execute a proactive, territory-wide sales strategy across corporations and key industry organizations.
Provide expert-level knowledge of UWorld’s finance and accounting education products.
Grow an existing book of business while expanding market share and identifying new partnership opportunities.
Drive prospects through the full sales funnel—from outreach to presentation to close and renewal.

Partnership Development

Build and strengthen relationships with corporate leaders, including CFOs, Controllers, COOs, Directors, HR teams, Learning Directors, Administrators and Benefit teams.
Establish UWorld presence through events, industry engagements, CFA and IMA regional and national conferences and webinars.

Sales Execution

Conduct customized presentations, demonstrations, and lunch-and-learn sessions for both existing and prospective accounts.
Identify cross-sell and upsell opportunities.
Generate and manage pilots, partnership agreements, proposals, and renewals.
Represent UWorld at conferences, meetings, and industry events across assigned states.

Requirements

7+ years of successful B2B sales experience with a strong track record of meeting or exceeding quotas in technology, SaaS, or EdTech.
Bachelor’s degree required (MBA preferred) in business, marketing, sales, or a related field.
Demonstrated success penetrating new verticals and managing complex multi-state territories.
Strong operational mindset with a self-starter, “get it done” drive.
Exceptional presentation, communication, and relationship-building skills.
Proficiency in Salesforce, MS Office, Google Workspace, Chrome, and related tools.
Highly organized, resourceful, and adaptable in an unstructured environment.
Reliable transportation and ability to travel overnight (air and car).

Travel Requirements

50% travel
Busy travel seasons: Feb 1–June 30 and Sept 1–Nov 15
Travel mix:
- 50% day trips
- 50% 2–3 night overnight trips
All approved business travel is company-paid via corporate 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

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