Account Executive, CFA Review

UWorld, LLC•New York, NY

11d

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, owns the sales pipeline, and helps shape UWorld’s sales approach in the finance market. The product portfolio includes Platinum, Gold, and Self-Study packages for CFA Levels I, II, and III; 11th Hour Final Review; a question bank and mock exams; instructor-led content; and Access Until You Pass, which includes free course repeats and content updates until candidates pass. The Account Executive manages the full sales cycle, from prospecting and discovery through demonstrations, negotiation, closing, and handoff to onboarding. The role advises candidates on suitable preparation based on their CFA level, exam date, previous attempts, and available study time. It also develops group-license opportunities with financial firms and university finance programs, runs product demonstrations, addresses comparisons with competitors, and plans sales campaigns around CFA registration deadlines and exam windows. The Account Executive shares customer feedback with Marketing, Product, and instructors; partners with UWorld Accounting on shared firm and campus accounts; and maintains accurate forecasts and CRM records. UWorld is an education company founded in 2001 and headquartered in Coppell, Texas. Its CFA Review product grew following the 2023 acquisition of Wiley’s CFA assets. The role offers a base salary, which is not specified in the posting, plus uncapped commission. UWorld describes its benefits as comprehensive and states its commitment to equal employment opportunity and a drug-free workplace.

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 and credibility in finance settings, including with charter holders and L&D leaders.
Bachelor’s degree in finance, economics, business, or a related field.
CRM experience and discipline using 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 opinions about the CFA preparation landscape and how to compete in it.

Responsibilities

Own the full sales cycle: prospect, conduct discovery, demonstrate products, negotiate, close, and hand off customers to onboarding.
Assess candidates’ CFA level, exam date, past attempts, and weekly study time to recommend an appropriate preparation package.
Develop group-license opportunities with banks, asset managers, hedge funds, wealth firms, and university finance programs.
Run live demonstrations of the QBank, mock exams, lectures, study planner, and performance analytics.
Address questions about pricing, results, and competitors, and explain UWorld’s differentiators.
Build campaigns around CFA registration deadlines and exam windows.
Share customer feedback with Marketing, Product, and instructors.
Partner with UWorld Accounting on shared firm and campus accounts.
Maintain an accurate sales pipeline and forecast, and track conversion, quota, and renewals in the CRM.