CPA Institutional Business Development Manager
UWorld, LLC, United States
Job Description
UWorld is the worldwide leader in online learning to prepare for high-stakes exams. Since 2003, UWorld has helped millions of undergraduate, graduate, and professional students prepare for their exams. At the core of UWorld's mission is an obsession with quality so that students receive only the best in learning resources. UWorld ensures success by using active learning methods. With challenging practice questions that mirror the real tests and unrivaled explanations, students can efficiently and effectively prepare for every topic on their exams.
Our innovative team is rapidly expanding. UWorld is currently searching for a talented and competitive Business Development Manager (BDM) who will be responsible for growing new business opportunities in the UWorld Roger CPA division. The BDM will work to grow the institutional business through direct outreach by phone, email, text, video, and webinars. The ideal candidate will be an expert relationship manager securing institutional purchases.
Minimum Education
- Bachelor's degree
Minimum Experience
- 5+ years business development experience
- Proven ability to generate qualified prospects and convert prospects to achieve sales goals
- Must have experience selling curriculum to faculty administration at the university level
- Knowledge of accounting profession preferred
- This position requires the ability to create, manage, and implement strategic plans, both with and independent of management oversight. A strong strategic mindset coupled with great communication and negotiation skills are required. Teamwork and leadership skills are also of great value.
- Aptitude for problem solving and ability to devise solutions using a consultative sales approach
- Experience managing a CRM to drive sales pipeline, Salesforce experience preferred
- Experience negotiating and managing contracts
- Outstanding organizational abilities with adaptive and collaborative mindset
- Ability to travel 25-50% of the time
Job Duties (including but not limited to):
New Account Development
- Research potential sales opportunities within assigned region to target key contacts
- Source new sales opportunities through cold calling institutional prospects from new and existing leads
- Prospect and build a sales pipeline via multiple mediums (email, phone, trade show leads, and inbound website leads)
- Perform webinar presentations and orientations to educate advisors and faculty on UWorld product and platform capabilities
- Work in coordination sales management, marketing product managers, and product development team to document market insight, product feedback, and customer takeaways
- Prioritize meetings with decision makers and conduct on-site presentations and sales demos
- Attend conferences and tradeshows
- Maintain a high level of attention to detail managing all respective sales activities (notes, follow-ups, emails, call logs)
- Meet monthly and quarterly goals set based on goals set for new sales revenue
- Forecast sales, develop out-of-the-box sales strategies/models, and evaluate their effectiveness
- Travel (up to 50%) within defined geographic region
Account Maintenance
- Maintain active communication and account management of established key relationships
- Work with field sales team to develop regional accounts
- Implement an account management plan that optimizes revenue growth and customer loyalty
- Serve as the primary contact and liaison in servicing institutional partnerships
- Conduct ongoing needs, analysis, and research of customer requirements
Team Collaboration
- Work with Technical Account Managers to provide support to new customers, and ensure year-over-year retention of institutional relationships
- Participate in team meetings and take responsibility for sales improvement initiatives and other assigned action items
- Demonstrate accountability and responsibility by independently completing projects/assignments on time holding self and others accountable for meeting objectives and adhering to standards.
- Pursue opportunities for personal growth and development through meetings and educational program
Compensation and benefits
- Competitive compensation, contingent on experience
- Paid time off (based on sliding scale according to hire date and work hours)
- Generous paid holiday schedule
- Comprehensive benefits package (medical, vision, dental, life, disability)
- 401(k) plan for retirement with 4% employer matching (eligibility after 90 days of employment)
- On-site group fitness classes amp; relaxed work environm