Full-Time

Senior Product Marketing Manager

Surgent

Posted on 8/21/2026

UWorld

UWorld

501-1,000 employees

Global provider of exam-focused education resources

No salary listed

Irving, TX, USA

In Person

Bachelor's, Master's, MBA

Category
Growth & Marketing (1)
Required Skills
Market Research
CRM
Social Media
SEO
Graphic Design
Data Analysis
Google Analytics

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Requirements
  • A Bachelor's degree in Marketing, Business, Communications, or a related field.
  • At least 7 years of experience in product marketing, B2B marketing, or a related marketing discipline.
  • Strong understanding of the professional services industry, including buyer decision-making, buying processes, and key stakeholders.
  • Demonstrated ability to manage, develop, and set clear priorities for a team of direct reports.
  • Proven experience developing product positioning, messaging, go-to-market strategies, and sales enablement programs.
  • Strong analytical skills with the ability to translate market and customer data into actionable strategies.
  • Experience with search engine optimization, search engine marketing, email, graphic design, and social media best practices.
  • Experience with search engine optimization analytics programs such as Google Analytics, Google Search Console, and SEMrush.
  • Excellent written, verbal, and presentation skills.
  • Ability to collaborate effectively with Product, Sales, Marketing, and Executive Leadership.
  • Demonstrated ability to manage multiple projects and priorities in a fast-paced environment.
  • Ability to develop a clear product marketing vision and connect marketing strategy to business objectives.
  • Deep curiosity about customers and ability to translate customer needs into compelling marketing strategies.
  • Understanding of how positioning, messaging, marketing, and sales activities influence revenue growth.
  • Ability to turn complex products and ideas into clear, persuasive narratives.
  • Ability to use market research, customer insights, and performance data to guide decisions.
  • Ability to influence and collaborate across teams without relying on direct authority.
  • Strong organization, bias toward action, and ability to move projects from strategy to completion.
  • Ability to communicate effectively with technical and executive audiences.
Responsibilities
  • Develop and execute comprehensive product marketing strategies for Surgent products and solutions.
  • Establish product positioning, messaging, value propositions, and differentiation for key audiences and market segments.
  • Translate complex product capabilities into compelling customer-focused benefits and stories.
  • Develop go-to-market strategies for new products, features, and product enhancements.
  • Partner with Product Management to influence product strategy based on market trends, customer needs, and competitive intelligence.
  • Partner with business and education content leads to inform product roadmaps and pricing strategies through market, customer, competitive, and performance insights.
  • Lead the vertical’s annual planning and budget, set marketing investment priorities across products, channels, programs, and external partners, and manage performance against growth goals.
  • Identify market opportunities and develop strategies to increase product adoption, revenue, and customer retention.
  • Oversee search engine optimization, search engine marketing, email, social, web, influencer, and affiliate strategy for the assigned vertical.
  • Develop a deep understanding of B2B and B2C audiences in the assigned vertical, including institutions, firms, decision-makers, influencers, and purchasing processes.
  • Conduct market research to understand customer needs, industry trends, competitive dynamics, and emerging opportunities.
  • Develop buyer personas and customer journey maps for key audiences.
  • Gather and analyze customer feedback to identify opportunities for product and messaging improvements.
  • Monitor trends across the accounting and finance industries.
  • Develop competitive intelligence and provide actionable insights to Product, Sales, and Executive Leadership.
  • Lead product marketing strategy for new product launches and major product enhancements.
  • Develop launch plans, messaging frameworks, positioning documents, sales tools, and marketing campaigns.
  • Partner with Product, Sales, B2B Marketing, Demand Generation, Content, Creative, and other teams to ensure successful launches.
  • Establish launch objectives, key performance indicators, timelines, and post-launch measurement.
  • Develop strategies to drive awareness, consideration, adoption, and expansion.
  • Lead a vertical marketing team to develop campaigns that generate awareness, engagement, qualified leads, and product adoption.
  • Provide strategic direction for website messaging, email campaigns, digital advertising, webinars, events, thought leadership, and other marketing initiatives.
  • Partner with Content and Creative teams to ensure marketing assets accurately communicate product value and differentiation.
  • Develop customer-facing content that demonstrates how UWorld solves meaningful problems for key audiences.
  • Use performance data and customer insights to refine messaging and marketing strategies.
  • Establish and monitor product marketing key performance indicators tied to business objectives.
  • Analyze campaign, pipeline, product adoption, and customer engagement data to identify opportunities for improvement.
  • Evaluate the effectiveness of positioning, messaging, campaigns, and sales enablement programs.
  • Communicate product marketing performance, insights, and recommendations to Marketing and Executive Leadership.
  • Continuously test and optimize strategies based on data and market feedback.
  • Establish clear and differentiated positioning and messaging for the Surgent portfolio.
  • Develop relationships with Product, Sales, Marketing, and key business leaders.
  • Build scalable sales enablement resources that improve sales organization effectiveness.
  • Lead go-to-market strategies for key products and product enhancements.
  • Establish a repeatable process for gathering and applying customer and market intelligence.
  • Identify new market opportunities and growth strategies.
  • Measure impact on pipeline, product adoption, customer engagement, and revenue.
Desired Qualifications
  • Experience in EdTech, e-learning, educational publishing, assessment, SaaS, or continuing education technology.
  • Experience marketing products to colleges, universities, faculty, administrators, or academic departments.
  • Experience marketing products to accounting firms, firm partners, learning and development division leaders, state societies, and human resources training leaders.
  • Experience working with B2B and/or B2B2C business models.
  • Experience supporting enterprise or consultative sales organizations.
  • Experience with product launches and integrated go-to-market campaigns.
  • Experience using CRM, marketing automation, analytics, and research tools to measure marketing effectiveness.
  • An MBA or advanced degree in Marketing, Business, Education, or a related field.

UWorld provides comprehensive learning resources and test prep across fields like accounting, finance, law, medicine, nursing, and pharmacy. It offers exam-style questions, detailed explanations, visuals, and videos that align with curricula and real exams. It differentiates itself by combining content from a network of brands—Aspen Publishing, JD-Next, Roger CPA Review, RxPrep, Surgent, and Themis Bar Review—and emphasizing practical explanations. Its goal is to help learners build knowledge and test-taking skills to succeed on high-stakes exams and in their educational and professional journeys.

Company Size

501-1,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Dallas, Texas

Founded

2003

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Simplify Jobs

Simplify's Take

What believers are saying

  • June 2026 UAsk expanded across CPA, MCAT, USMLE, CFA, NCLEX, and FNP.
  • April 2026 Surgent added about 60 employees and widened accounting distribution.
  • July 2026 NextGen UBE rollout drives law-prep upgrades; CMA CBQs drive accounting demand.

What critics are saying

  • UWorld's USMLE Galaxy litigation still exposes trade-dress and unfair-competition claims in 2025.
  • NextGen UBE in July 2026 and CMA CBQs force costly product rewrites.
  • If AICPA, NBME, and CFA Institute tighten blueprints, UWorld loses answer-bank moats.

What makes UWorld unique

  • UWorld's proprietary answer explanations come from clinicians, CPAs, nurses, and charterholders.
  • UAsk embeds tutor support inside question banks, notes, flashcards, and mock exams.
  • Surgent acquisition gives UWorld CPA, CMA, EA, CIA, CISA, and CPE breadth.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Wellness Program

Flexible Work Hours

Parental Leave

Bereavement Leave

401(k) Retirement Plan

401(k) Company Match

Pet Insurance

Professional Development Budget

Company Social Events

Company News

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Jun 9th, 2026
UWorld Nursing integrates AI-powered UAsk tutor into NCLEX and FNP exam prep

UWorld Nursing has integrated its UAsk AI tutor into National Council Licensure Examination and Family Nurse Practitioner exam preparation courses. The tool provides real-time, personalised learning support to nursing students without requiring them to switch platforms. UAsk delivers instant explanations, summarises key nursing concepts and allows students to create notes and flashcards from responses. The AI tutor draws from UWorld Nursing's proprietary content created by practising registered nurses and nurse educators. This marks the fourth expansion of UWorld's AI-powered assistant, following launches in CPA, MCAT, USMLE and CFA preparation courses. UWorld Nursing is the exclusive NCLEX preparation provider for the National Student Nurses' Association. The company has supported over 5 million students globally since 2001.

PR Newswire
Jun 2nd, 2026
UWorld Finance adds AI tutor UAsk to CFA exam prep courses

UWorld Finance has launched UAsk, an AI-powered study tool, in its Chartered Financial Analyst exam preparation courses. The feature is now available to active users of the company's Core Essentials, Advanced Prep and Elite Full Course packages across all three CFA levels. UAsk is embedded directly into UWorld Finance's course materials, including video lectures, eTextbooks, question banks and mock exams. Students can ask questions in real time without leaving their study session, receiving immediate, context-aware support that summarises concepts, provides examples and explains answer choices. The AI tool draws on content developed by charterholders and educators that aligns with the CFA Institute curriculum. UWorld previously launched UAsk in its CPA exam courses in March and MCAT and USMLE preparation products in May.

The Jewish Press
Jun 2nd, 2026
UWorld Finance adds ai-powered study tool UAsk(TM) to CFA(R) exam prep courses.

UWorld Finance adds ai-powered study tool UAsk(TM) to CFA(R) exam prep courses. * Jun 2, 2026 UWorld Finance has debuted UAsk(TM) in its Chartered Financial Analyst (CFA(R) prep resources. The AI-powered study tool draws from UWorld's proprietary content to deliver the most qualified answers and context-aware support, summarizing key concepts, providing real-world examples, and explaining why answer choices are correct or incorrect to reinforce learning. CFA candidates who would like to experience the new tool can sign up for a free, seven-day trial at finance.uworld.com/cfa. As featured on. UAsk(TM) launch continues the company's commitment to innovating to serve students

PR Newswire
May 5th, 2026
UWorld adds AI tutor to MCAT and USMLE exam prep courses with real-time study support

UWorld has expanded its AI-powered study tool UAsk to its MCAT and USMLE exam preparation courses. The tool provides real-time, exam-aligned support and is trained and monitored by UWorld's subject matter experts using the company's proprietary content. UAsk is integrated into UWorld's MCAT Comprehensive Prep Course and USMLE Step 1, Step 2 CK and Step 3 courses. The tool delivers immediate answers to help students understand complex topics, allows iterative questioning, and enables users to convert responses into flashcards and notes for continued review. The AI assistant operates across question banks, practice exams and medical libraries without interrupting workflow. UWorld, which has served over 5 million students since 2001, recently launched UAsk in its CPA review courses before expanding to medical exam preparation.

Surgent CPE
Apr 30th, 2026
Surgent joins UWorld to build the future of accounting education with a complete learning ecosystem.

Surgent joins UWorld to build the future of accounting education with a complete learning ecosystem. UWorld's Comprehensive Exam Review Courses + Surgent's Expansive Continuing Professional Education and Exam Prep Courses = A World-Class Solution to Redefine How Accounting and Finance Professionals Learn, Grow, and Succeed Surgent Accounting & Financial Education is now part of UWorld, a global leader in comprehensive academic and professional education. Surgent CPE is excited to offer its extensive library of continuing professional education (CPE) courses in addition to UWorld's high-quality CPA, CMA(R), and CFA(R) exam review courses. Together, Surgent CPE offer a world-class solution that redefines how accounting and finance professionals learn, grow, and succeed in their careers. About UWorld Accounting and UWorld Finance. UWorld, founded in 2001, has helped millions of high school, undergraduate, graduate, and professional students prepare for high-stakes certification and licensure exams. The company entered the accounting test prep market in 2018 with the acquisition of Roger CPA Review(R). UWorld later acquired Efficient Learning to strengthen its product line and expand into the finance and business certifications markets. Popular instructor Peter Olinto joined the team from Becker in 2023, bringing 25 years of knowledge and driving UWorld's goal to provide the best, most effective learning resources for aspiring CPAs, CFAs, and other accounting professionals. With the acquisition of Surgent, the UWorld Accounting and UWorld Finance teams continue their commitment to being student-focused while also offering universities, firms, corporations, societies, associations, and training providers the most up-to-date resources that keep professionals compliant, knowledgeable, and valuable to their companies and clients throughout their careers. The UWorld difference. UWorld's accounting and finance resources focus on active learning to encourage participation in the learning process. Key differentiators include: Exam-like questions: In-house experts, who are active accountants and visionary finance experts, craft multiple-choice questions and task-based simulations that are as hard, or even harder, than those students will encounter on the actual CPA, CMA, and CFA exams. This builds confidence and scores because if practice feels like the exam, the exam will feel like practice. Detailed answer explanations: These thorough explanations explain the concept behind the problem and why each answer is correct or incorrect. This reinforces learning and prevents students from repeating the same mistakes. Vivid illustrations, graphics, and images: In-house experts create the tables and flowcharts that are seamlessly integrated into the questions and answer explanations. These visuals simplify learning and help increase student retention and comprehension. Precise videos: High-yield videos introduce or reinforce key concepts to enhance learning. Many of the videos feature Peter Olinto (formerly of Becker), Roger Philipp, and Monte Swain to break down hard-to-understand topics for students. Comprehensive study guides: Study guides, available in print and digital format, are written by in-house experts and regularly updated. Self-guided textbooks clarify demanding topics and difficult concepts while providing example problems to assess student understanding and test readiness. Active learning tools: From flashcards with spaced repetition to My Notebook for digital notetaking, the CPA, CMA, and CFA exam prep products use an active learning approach that helps students master high-yield concepts by encouraging learning through doing. Its products. Exam Review. UWorld Accounting CPA Exam Review: UWorld's CPA Exam Review uses expert-led instruction, adaptive learning tools, and exam-level practice questions to prepare candidates for all CPA Exam sections. It combines detailed answer explanations, performance tracking, and personalized study tools to help candidates master concepts and pass with confidence. Surgent CPA Exam Review: Surgent's CPA Exam Review uses adaptive technology to create personalized study plans based on each candidate's strengths and weaknesses. It combines targeted practice, performance tracking, and comprehensive content to help candidates prepare efficiently and pass with confidence. UWorld Accounting CMA Exam Review: UWorld's CMA Exam Review provides personalized preparation for the Certified Management Accountant exam using adaptive learning technology and structured content. It includes targeted practice questions, performance insights, and expert instruction to help candidates build understanding and succeed on exam day. Surgent CMA Exam Review: Surgent's CMA Exam Review provides personalized preparation for the Certified Management Accountant exam using adaptive learning tools. It includes targeted practice questions and structured content to help candidates focus on key concepts and improve exam readiness. UWorld Finance CFA Exam Review: UWorld's CFA Exam Review prepares candidates for all levels of the CFA Exam with expert-designed study materials and adaptive learning tools. It combines exam-level questions, analytics, and structured content to help candidates strengthen their understanding and improve exam performance. Surgent EA Exam Review: Surgent's EA Exam Review prepares candidates for the IRS Special Enrollment Exam through personalized study plans and adaptive learning technology. It offers comprehensive content and targeted practice to help candidates build knowledge and pass efficiently. Surgent CIA Exam Review: The CIA Exam Review helps candidates prepare for the Certified Internal Auditor exam using adaptive technology and personalized study paths. It includes targeted practice questions and performance insights to support efficient learning and exam success. Surgent CISA Exam Review: Surgent's CISA Exam Review prepares candidates for the Certified Information Systems Auditor exam with personalized study plans and aligned content. It combines targeted practice, performance tracking, and core concept review to help candidates build confidence and succeed. Continuing Professional Education (CPE). Surgent CPE: Surgent CPE offers a broad library of courses designed to help accounting and finance professionals maintain certifications and stay compliant. It provides flexible learning formats and up-to-date content across key topics such as tax, auditing, and ethics. Tax & career entry. Surgent Income Tax School: Surgent's Income Tax School provides structured, IRS-approved courses for individuals entering or advancing in tax preparation. It delivers step-by-step instruction and practical knowledge to help learners build skills and pursue tax-related careers. Skill development & certifications. Surgent IQ: Surgent IQ offers a catalog of skill-building and certification courses designed to help professionals stay current and advance in their careers. It delivers flexible, digital learning experiences focused on developing in-demand competencies.Surgent Interactive: Surgent Interactive offers expert-led digital courses that deliver engaging, flexible learning experiences. It helps professionals deepen their understanding of key topics while learning at their own pace. Frequently asked questions. Will the Surgent brand name change? There are no plans to change brand names at this time. You will begin to see "A UWorld Company" added to brand references, including content and logos, to reflect its combined strength and capabilities. Will there be any interruptions to offerings, deadlines, pricing, or customer experience? UWorld will continue to operate Surgent's products and services as usual, with no disruption to current offerings, partnerships, pricing, or customer experience. Will Surgent's product lineup change given overlap with UWorld Accounting's CPA and CMA products? Surgent's complete product lineup will remain the same at this time. UWorld will continue to evaluate all offerings and make thoughtful decisions that best support its customers.