Arlington County, Arlington, VA, USA+1 moreMore locations: Alexandria, VA, USA
HybridHybrid in Alexandria, or fully remote outside the DC metro area; travel approximately 30–50%.
Sales & Account ManagementAccount Executive
About the job
Requirements
A bachelor's degree in Business Administration, Finance, Economics, Communications, or a related field is required.
At least 5 years of sales or business development experience, with a proven record of winning new clients and generating revenue rather than merely managing existing accounts.
Demonstrated success generating new business opportunities and building a sustainable pipeline from the ground up.
Experience working in or selling to financial institutions, with an understanding of the industry, its challenges, and decision makers.
A track record of closing deals with senior executives in consultative, relationship-driven sales.
Willingness to travel 30–50%, primarily to conferences, networking events, and client meetings.
Experience in entrepreneurial or growth-oriented environments, with the confidence to take initiative, navigate ambiguity, and help build processes, relationships, and opportunities that support continued growth.
Responsibilities
Build and expand relationships with credit union executives and stakeholders, generating new opportunities through targeted outreach, networking, referrals, and relationship building.
Own the sales cycle end to end, including leading discovery, understanding client needs, building trusted relationships, and collaborating with proposal and contracts teams through proposal, negotiation, and close.
Grow the RRC practice’s network across the credit union industry by attending 10+ conferences and events per year and turning conversations into follow-up meetings and opportunities.
Turn initial engagements and new clients into long-term partnerships and continued opportunities for the practice.
Establish and meet pipeline and revenue targets while tracking KPIs such as pipeline, conversion rates, and new revenue.
Turn market insights into the practice’s go-to-market strategy, sharing feedback from clients, prospects, and industry contacts to strengthen the value proposition, pricing, and target customers.
Contribute to sales and marketing strategy by identifying priorities for industry events, target markets, messaging, sales materials, and client positioning, while leveraging marketing resources to support execution and brand alignment.
Help build and improve the practice’s sales processes, tools, and best practices to create a scalable, consistent approach to generating, developing, and closing new business.
Desired Qualifications
At least 7 years of sales experience; a strong credit union network and proven closing record may compensate for fewer years.
Experience working within or selling to the credit union market, with an understanding of its priorities and key decision makers.
An existing network among credit union executives, leagues, or associations.
Experience selling compliance, risk, regtech, or professional services.
Experience as an early or first sales hire, or helping launch a new product, company, or practice.
Andrew Morgan LLC (AM) s a fast-growing Service-Disabled Veteran-Owned Small Business (SDVOSB). We are currently seeking a qualified Business Development Manager to help grow our new Risk & Regulatory Compliance (RRC) practice, which supports credit unions. This position is based in Alexandria, VA (hybrid), or remote outside the DC metro area, and requires approximately 30–50% travel.
Our RRC practice helps small and mid-size credit unions stay on top of regulatory compliance by pairing experienced compliance advisors with AI-enabled tools, giving them the capacity of a full compliance team without having to hire one. As the first dedicated salesperson for the practice, you’ll create demand, open doors with credit union leaders, and win some of our first clients. This is a true new-business role: there is a limited existing pipeline but no book of business to inherit. You’ll also help shape the practice’s go-to-market approach and will report to the RRC Senior Manager.
RESPONSIBILITIES:
Build and expand relationships with credit union executives and stakeholders, generating new opportunities through targeted outreach, networking, referrals, and relationship building.
Own the sales cycle end to end, including leading discovery, understanding client needs, building trusted relationships, and collaborating with proposal and contracts teams through proposal, negotiation, and close.
Grow the RRC practice’s network across the credit union industry by attending 10+ conferences and events per year and turning conversations into follow-up meetings and opportunities.
Turn initial engagements and new clients into long-term partnerships and continued opportunities for the practice.
Establish and meet pipeline and revenue targets while tracking KPIs such as pipeline, conversion rates, and new revenue.
Turn market insights into the practice’s go-to-market strategy, sharing feedback from clients, prospects, and industry contacts to strengthen our value proposition, pricing, and target customers.
Contribute to sales and marketing strategy, identifying priorities for industry events, target markets, messaging, sales materials, and client positioning, while leveraging marketing resources to support execution and brand alignment.
Help build and improve the practice’s sales processes, tools, and best practices to create a scalable, consistent approach to generating, developing, and closing new business.
REQUIREMENTS:
Bachelor’s degree in Business Administration, Finance, Economics, Communications, or a related field.
5+ years in sales or business development, with a proven record of winning new clients and generating revenue, not simply managing existing accounts.
Demonstrated success generating new business opportunities and building a sustainable pipeline from the ground up.
Experience working in or selling to financial institutions, with an understanding of the industry, its challenges, and the needs of decision makers.
A track record of closing deals with senior executives in a consultative, relationship-driven sale.
Willingness to travel 30–50%, primarily to conferences, networking events, and client meetings.
Experience in entrepreneurial or growth-oriented environments, with the confidence to take initiative, navigate ambiguity, and help build the processes, relationships, and opportunities that support continued growth.
PREFERRED QUALIFICATIONS:
7+ years of sales experience (a strong credit union network and proven closing record can make up for fewer years).
Experience working within or selling to the credit union market, with an understanding of its priorities and key decision makers.
An existing network among credit union executives, leagues, or associations.
Experience selling compliance, risk, regtech, or professional services.
Experience as an early or first sales hire, or helping launch a new product, company, or practice.
SALARY:
Base Salary: $110,000–$130,000 Salary is commensurate with both location and experience.
THE AM EMPLOYEE WILL DISPLAY…
Attention to Detail: Produce high-quality work that reflects well on AM and our clients.
Self-Sufficiency: Take initiative and execute independently, using internal resources to move opportunities forward.
Teamwork: Collaborate effectively with team members, including RRC practice leadership, proposal and contracts teams, marketing, and partners.
Communication/Engagement: Maintain professional conduct in meetings and written communication, participating actively with cameras on.
Responsiveness: Stay engaged, communicate promptly, and ensure deadlines are consistently met.
ABOUT ANDREW MORGAN…
Andrew Morgan LLC, founded in 2017 and headquartered in Alexandria, VA, is a Service-Disabled Veteran Owned Small Business (SDVOSB). We specialize in delivering high-quality consulting services to both federal and commercial clients, offering expertise in Strategy and Management Consulting, Technology & Architecture Services, and Industry & Mission Analytics Solutions. Our distinguished clientele includes the Department of Veterans Affairs (VA), National Aeronautics and Space Administration (NASA), the Department of Defense (DoD), and the United Stated Army Corps of Engineers (USACE). We are committed to providing innovative solutions and exceptional service to support our clients' missions and objectives.
BENEFITS:
15 days of Paid Time Off + 11 Paid Federal Holidays
401K Program (up to 4% employer matching)
Three Gold Healthcare Options (with 75%-90% employer-paid premiums)
Flexible Spending Account / Dependent Care Assistance Program
Employer-Paid Short Term Disability Insurance
Employer-Paid Long Term Disability Insurance
Employer-Paid Life Insurance
Professional Training and Development
Corporate Team Building Events
And MORE!
EQUAL OPPORTUNITY EMPLOYER:
Andrew Morgan does not discriminate in employment opportunities, terms and conditions of employment, or practices. All qualified applicants will receive consideration for employment without regard to race, age, gender, religious or political beliefs, national origin or heritage, disability, sexual orientation, protected veteran status, or any characteristic protected by law.