UWorld

Attorney

• Create territory-specific business plan to increase engagement and meet expected goals with Themis and UWorld brands and products
• In conjunction with Supervisor, set strategy, goals and benchmarks for all bar review engagement & sales activities to execute yearly plan
• Establish and maintain direct relationships with assigned law schools (particularly influencers and faculty/administrators involved with bar review and academic success), students and student groups
• Regularly scheduled in-person visits, phone calls, workshops, webinars, emails and other written communications to and within assigned law schools
• Recruit, train, support, and motivate teams of student campus representatives
• Marketing and promotion of Company products & services to all law schools (particularly influencers and faculty/administrators involved with bar review and academic success), students and student groups, and other related organizations
• Provide direct support and mentoring to student users of the bar review program
• Demonstrate exceptional service to schools and students while working collaboratively with colleagues to meet individual and team goals
• Maintains contact management system (CMS) records, including updated contact information, event tracking and campaign participation
• Maintains knowledge of Company products and services and how they can be utilized for multiple purposes and audiences

Attorney/Sales Director

Attorney – Sales Director

Account Executive

• 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
• Forecast sales, develop “out-of-the-box” sales strategies/models and evaluate their effectiveness
• Prospect and build a sales pipeline via multiple mediums (email, phone, trade show leads, and inbound website leads)
• Set up email campaigns to source additional leads and inquiry opportunities
• Perform webinar presentations and orientations to educate advisors and faculty on UWorld product and platform capabilities
• Work in coordination with sales 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
• Work with Technical Account Managers to provide support to new customers, and ensure year-over-year retention of institutional relationships
• Adapt with growing company
• Participate in team meetings and take responsibility for sales improvement initiatives and other assigned action items
• Route qualified opportunities to the appropriate sales executives for further development and closure making and planning activities.
• Demonstrate accountability and responsibility by independently completing projects/assignments on time holding self and others accountable for meeting objectives and adhering to standards.
• Collaborate with direct reports to assure they have a personal/professional growth and development plan to enhance knowledge, competencies, and professional practice.
• Pursue opportunities for personal growth and development through meetings and educational programs

Account Executive – Field Based Sales, College Readiness

Accounting Manager

• Monitor developments from the FASB, AICPA, PCAOB, SEC, and other regulatory bodies
• Identify emerging trends, challenges, and educational needs within the accounting profession
• Evaluate market opportunities and recommend new courses or enhancements to existing curriculum
• Partner with leadership and marketing teams to ensure our content remains timely, relevant, and competitive
• Design, develop, and update CPE courses covering U.S. GAAP, Auditing Standards (GAAS), SSARS, SEC Developments, Ethics, and other key accounting and auditing topics
• Create engaging learning materials including presentation decks, course manuals and chapters, knowledge checks and assessment questions, technical articles and content summaries
• Ensure all educational content complies with NASBA and applicable CPE standards
• Provide technical expertise on complex accounting and auditing matters
• Collaborate with internal teams to answer customer questions and support educational initiatives
• Contribute technical articles, blogs, and thought leadership content
• Support strategic initiatives that enhance the value and reach of Surgent's curriculum
• Depending on experience and interest, present CPE courses in webinar, live, or self-study formats, engage directly with accounting professionals during training sessions, and serve as a primary resource for technical participant questions

Audit and Accounting Content Developer

Software Engineer

• Develop content for the Advanced Placement Psychology study materials
• Independently develop AP Psychology questions (MCQ and FRQ) and supporting rationales that reflect the current College Board course framework and exam standards
• Produce instructional content including study guides and other student-facing materials aligned to the AP Psychology curriculum
• Incorporate feedback from UWorld's internal content team to revise and refine work
• Collaborates with team members to meet production goals

Attorney/Sales Director

Attorney – Sales Director

Account Executive – Field Based Sales, College Readiness

Audit and Accounting Content Developer

Contract AP Psychology Teacher – Curriculum Developer