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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in B2B Sales, Account Management, and Business Development, with a strong focus on building relationships and closing deals. Proficient in utilizing Salesforce for pipeline management and forecasting while effectively collaborating with internal teams to drive revenue growth.
Highest-signal resume keywords
B2B Sales ExperienceAccount ManagementSalesforce ProficiencyConsultative Selling SkillsPresentation and Negotiation Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business DevelopmentPipeline ManagementSales Cycle ManagementMarket IntelligenceAccount Strategy Development
Soft Skills
Relationship BuildingCommunication SkillsOrganizational SkillsMotivationResourcefulness
Tools & Technologies
Salesforce
Certifications & Qualifications
Bachelor's DegreeValid Driver's License
Industry Keywords
CPA ExamProfessional Certification MarketsUniversity PartnershipsAccounting IndustryFinance Industry
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 5+ years of successful B2B sales, business development, account management, recruiting, university partnership, professional services, or related client-facing experience
- Demonstrated success generating new business and consistently achieving performance goals
- Proven ability to prospect, build pipeline, develop relationships, and close business
- Experience selling to multiple stakeholders within complex organizations
- Strong consultative selling and relationship-building skills
- Excellent presentation, negotiation, written, and verbal communication skills
- Ability to independently manage a multi-state territory and prioritize opportunities
- Highly motivated, organized, resourceful, and results-oriented
- Strong ability to work independently in a remote environment
- Willingness and ability to travel regularly throughout the assigned territory
- Bachelor's degree required
- Must reside in Pennsylvania or New Jersey
- Must have a valid driver's license and reliable transportation
- Experience with Salesforce
- Knowledge of the CPA, CMA, CIA, or CFA professional certification markets is a plus but not required
Benefits
Comp & perks- Competitive base salary plus incentive compensation
- Paid time off based on UWorld's applicable PTO policy
- Paid parental leave
- Bereavement leave
- Generous paid holiday schedule
- Last week of the year off for holiday break
- Medical, dental, and vision insurance
- Pet insurance
- 401(k) with 5% employer matching after 90 days
- Professional development and career growth opportunities
- Company-sponsored social and team-building activities
- Approved business travel expenses covered by UWorld and managed through a company-issued credit card