UWorld

Account Executive

• Develop and execute a strategic sales plan for a multi-state Northeast territory
• Build a pipeline of new business through prospecting, networking, referrals, events, and relationship development
• Identify organizations and decision-makers who can benefit from UWorld's Accounting & Finance solutions
• Research prospects, develop account strategies, and create opportunities from initial contact through close
• Manage the complete sales cycle, including prospecting, discovery, presentations, negotiations, contracting, closing, and account expansion
• Achieve or exceed sales quotas, revenue goals, and performance objectives
• Maintain accurate pipeline, forecasting, activity, and account information in Salesforce
• Build trusted relationships with CPA firms, universities, corporations, professional organizations, and accounting and finance professionals
• Serve as a consultative resource to understand organizational recruiting, professional development, certification, and talent-development needs
• Prospect into new accounts and develop creative strategies for reaching decision-makers
• Conduct discovery conversations and develop customized sales strategies and solutions
• Deliver presentations, product demonstrations, webinars, lunch-and-learns, and educational sessions
• Negotiate agreements and close new business
• Develop account plans to increase adoption, retention, and revenue
• Attend university events, Meet the Firms events, accounting conferences, professional association meetings, and industry programs
• Monitor CPA Exam changes, CPA Evolution, certification trends, competitive products, and accounting and finance industry developments
• Provide market intelligence and customer feedback to leadership, marketing, product, and sales teams
• Collaborate with the University B2B Sales team to develop university opportunities throughout the Northeast
• Partner with Marketing, Product, Customer Success, and other internal teams
• Build new university, CPA firm, corporate, and professional partnerships
• Travel up to 50% throughout the Northeast
• Build qualified pipeline, establish decision-maker relationships, generate meetings, convert prospects, expand UWorld's market presence, and achieve revenue objectives

Account Executive – Accounting & Finance Education

Sales

• Lead the sales strategy and revenue performance for UWorld's Nursing Education business across the Western United States
• Develop and execute regional sales strategies to achieve and exceed revenue targets
• Drive new institutional business across nursing schools, colleges, universities, and healthcare education organizations
• Expand UWorld's footprint within existing nursing programs and institutional partners
• Identify market opportunities, emerging trends, and growth areas throughout the Western region
• Establish a predictable, scalable pipeline aligned with nursing program purchasing cycles and academic calendars
• Lead, coach, mentor, and develop Nursing Account Executives
• Conduct 1:1s, pipeline reviews, forecast meetings, and performance discussions
• Coach representatives on discovery, consultative selling, objection handling, negotiation, closing, and account expansion
• Evaluate sales calls using Gong and create individualized development plans
• Recruit, interview, onboard, and retain high-performing sales talent
• Develop territory strategies and deepen understanding of the nursing education market
• Own regional pipeline health, sales forecasting, revenue predictability, CRM utilization, opportunity management, and KPIs
• Leverage Salesforce and Gong to monitor performance and identify coaching opportunities
• Analyze sales performance metrics and improve sales processes, tools, and methodologies
• Partner with Marketing on demand-generation strategies and campaigns
• Collaborate with Product, Product Marketing, Customer Success, Recruiting, and Sales Leadership
• Support customer retention, expansion, satisfaction, and cross-functional strategic initiatives
• Travel throughout the Western United States to support the sales team, meet customers, attend industry events, and participate in company meetings

Account Executive – Accounting & Finance Education

Director of Sales – Higher Ed, Nursing Education