Account Executive, CFA Review

UWorld • New York, NY

10d

About The Position

UWorld is hiring its first Account Executive dedicated solely to CFA Review. The role sells CFA exam-preparation products to individual candidates and organizations, including financial firms and university finance programs. The Account Executive owns the sales pipeline and full sales cycle, advises candidates on suitable prep packages, and helps shape UWorld’s approach to selling to the finance market.

UWorld’s CFA Review offers Platinum, Gold, and Self-Study packages for Levels I, II, and III, as well as an 11th Hour Final Review. The product includes a question bank with detailed explanations and mock exams, instructor-led content, and free course repeats and content updates until candidates pass. The role includes live product demonstrations and sales campaigns timed to CFA registration deadlines and exam windows.

UWorld is an exam-preparation company founded in 2001 and headquartered in Coppell, Texas. Its CFA Review product grew after the company acquired Wiley’s CFA assets in 2023. UWorld describes its approach as active learning and its CFA Review as part of its accounting and finance product family.

Requirements

• 2–5+ years of quota-carrying sales experience, ideally in EdTech, SaaS, higher education, or financial services.
• Understanding of the CFA Program, including its three levels, exam format, and candidate experience.
• Comfort in the finance industry, including the buy-side and sell-side, and credibility when working with charter holders and learning and development leaders.
• Bachelor’s degree in finance, economics, business, or a related field.
• CRM experience with Salesforce, HubSpot, or a similar system.

Nice To Haves

• Earned the CFA charter or currently working through the CFA Program.
• Experience closing enterprise or group deals with financial institutions or universities.
• Strong knowledge and views of the CFA preparation market and how to compete in it.

Responsibilities

• Own the full sales cycle, including prospecting, discovery, product demonstrations, negotiation, closing, and handoff to onboarding.
• Advise candidates by learning their CFA level, exam date, previous attempts, and available study time, then recommend an appropriate preparation package.
• Pitch group licenses to banks, asset managers, hedge funds, wealth firms, and university finance programs.
• Conduct live demonstrations of the QBank, mock exams, lectures, study planner, and performance analytics.
• Respond to questions about price, results, and competitors, and explain UWorld’s differentiators.
• Build sales campaigns around CFA registration deadlines and exam windows.
• Share customer feedback with Marketing, Product, and instructors, and partner with UWorld Accounting on shared firm and campus accounts.
• Maintain an accurate CRM pipeline and track forecasts, conversion, quota, and renewals.

Benefits

• Comprehensive benefits package including medical, dental, vision, life, disability, and pet insurance.
• 401(k) with 5% employer match.
• Generous paid time off.
• Paid holidays.
• Parental leave.
• Volunteer time.
• Bereavement leave.
• Base salary plus uncapped commission; the base salary amount is not specified.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level