Title: Creator of Opportunities (Leader of New Business)

Department: Consulting

Reports to: Firm Partner

Job Description: The Creator of Opportunities participates in further accelerating the firm’s growth by implementing a strategic sales process, overseeing its execution and producing measurable results.  This talented individual will collaborate with firm leadership, marketing, technology and financial teams to build a comprehensive sales system that fosters a greater number of sales opportunities, associate selling skills and a more streamlined and efficient sales process.

Functions & Responsibilities

  • Create strategic sales plans across sales verticals (Corporate, Nonprofit and High Net Worth)
  • Collaborate with firm leadership and Marketing department on planning and developing key sales initiatives
  • Prioritize and design sales efforts and marketing campaigns based on market potential and profitability
  • Gather information and present analysis of competitive landscape to help identify key differentiators and opportunity drivers
  • Identify key distribution channels (direct sales, client referrals, conferences, COIs, etc.), measure effectiveness and incorporate into strategic sales plans
  • Systematize sales process throughout stages of lead generation, opportunity qualification, prospect meetings and sales presentations
  • Create system to solicit, summarize and report on feedback from sales opportunities to identify strengths and weaknesses
  • Identify internal opportunities and create solutions to enhance cross-selling efforts
  • Develop, coordinate and facilitate sales trainings and other activities
  • Actively participate in RFP qualification and pricing meetings
  • Partner with Director of Financial Operations and Marketing department to track efforts and monitor KPIs
  • Follow up with leads, qualify opportunities and schedule meetings both internally and externally
  • Establish sales module and procedures within CRM to ensure an effective and efficient sales process execution
  • Provide feedback to firm leadership on department and individual sales performances
  • Participate in other ad-hoc business development projects


Knowledge, Skills & Abilities

  • Bachelor’s degree in Business, Marketing, Finance, Economics or related concentration required
  • Six Sigma or MBA a plus
  • 5+ years’ experience in sales/marketing management or business development, or a combination
  • Advanced knowledge of CRM tools
  • Proficient in Microsoft Office Outlook, Word and Excel is required
  • A high level understanding of the financial services industry
  • Proven ability to drive a sales process from plan to close
  • Proactive communicator with excellent oral and written communication skills
  • Resourceful and comfortable working independently
  • Skilled problem solver with proven project management skills
  • Strategic business partner at all levels of leadership
  • Time management and organizational skills
  • Networker and relationship builder

Travel Requirements

  • 5% travel for trainings and or business events

Work Environment:

  • This role works in a professional office environment located in downtown Chicago
  • This role routinely uses standard office equipment such as computers, phones and photocopiers

Physical Demands:

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job.

  • Sitting, particularly for sustained periods of time
  • Regularly required to speak and hear
  • Frequently required to stand, walk, use hands and fingers, handle or feel and reach with hands and arms
  • Ability to lift up to 25 pounds
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions


Please submit your application by emailing your resume to careers@dimeoschneider.com and reference the job title in the subject of your email.

DiMeo Schneider & Associates, L.L.C. provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.