AI Opportunity Flow Architect

CDW; Illinois; On-site; USD 88,000 - 123,000; Full time

Benefits offered by this job

Benefits overview

Job summary

CDW in the United States (Illinois) is hiring for an AI Opportunity Intake & Lead-Flow Operations role to own end-to-end intake, qualification, and routing. You will monitor signals from sellers, partners, and customers, maintain intake controls, and ensure timely, accurate updates to the CRM.

Ideal candidates have 5+ years in revenue/sales operations, CRM expertise (Salesforce), and a data-driven mindset to improve end-to-end processes across practices, with a focus on governance and measurable

Qualifications

• Bachelor's degree with 5+ years in revenue operations, sales operations, CRM administration, or similar process-intensive roles in a technology sales/services organization OR 9+ years in revenue operations, sales operations, CRM administration, or similar process-intensive roles in a technology sales/services organization.
• CRM expertise (Salesforce or equivalent), including pipeline configuration, automation, and reporting.
• Reporting and analytics skills to build dashboards, track KPIs, and turn data into recommendations.
• Process automation mindset with experience improving lead-flow/sales ops processes for scalability and measurability.
• Cross-functional coordination to run intake/routing across practices and stakeholders without direct authority.
• Operational detail: data hygiene, SLA management, and audit readiness in a high-volume environment.
• Experience in an IT services, systems integrator, or technology VAR environment; familiarity with practice-based sales models, a plus.
• Working knowledge of AI/ML and agentic automation concepts to partner with Technical Architects on lead-flow automation, a plus.
• Experience building or contributing to agentic workflow specifications or AI-assisted operations tools, a plus.
• Familiarity with CDW CRM/sales ops tooling, compensation structures, and routing dynamics, a plus.
• Business analysis and requirements documentation experience for operational/workflow automation, a plus.

Responsibilities

• Own end-to-end AI intake so every lead is captured, logged, and advanced to qualification.
• Monitor inbound signals including seller requests, partner referrals, MQLs, and customer inquiries.
• Maintain intake controls and audits to prevent leakage and recover stalled opportunities.
• Serve as first contact for sellers, providing clear SLAs and acknowledgments.
• Coordinate with business consultants to develop requirements for an agentic opportunity system that automates intake, qualification, routing recommendations, and CRM updates with human-in-the-loop checkpoints.
• Partner withbusiness consultants and technical teams to build out agentic lead-flow.
• Define human-in-the-loop controls for review, approval, and override of automated routing.
• Pilot and iterate components; track automation coverage, routing accuracy, and SLA performance.
• Route qualified leads by entry point and practice capacity to the right field SA, BusinessdevelopmentManger, or AIPracticeresource.
• Manage re-routing for stalled, rejected, or escalated opportunities so no lead ages out without disposition.
• Maintain dashboards and recurring reports for visibility into volume, velocity, qualification, and pipeline health.
• Define and track intake KPIs including time-to-qualify, time-to-assign, routing accuracy, and aging.
• Partner with Revenue Operations/CRM on enhancements and workflow automation aligned to governance.
• Design and refine the end-to-end AI opportunity process from capture through handoff.
• Remove bottlenecks, ambiguity, and manual steps to scale lead flow.
• Partner with business consultants todevelopseller intake guides, templates, and FAQs to improve submission quality.
• Run regular reviews with leadership and stakeholders; use data to drive improvements.

Skills

CRM expertise

Reporting analytics

Process automation

Cross-functional coordination

Data hygiene

Audit readiness

IT services familiarity

Sales Ops tooling

Business analysis

Education

Bachelor's degree

Tools

Salesforce

Job description

CDW in the United States (Illinois) is hiring for an AI Opportunity Intake & Lead-Flow Operations role to own end-to-end intake, qualification, and routing. You will monitor signals from sellers, partners, and customers, maintain intake controls, and ensure timely, accurate updates to the CRM.

Ideal candidates have 5+ years in revenue/sales operations, CRM expertise (Salesforce), and a data-driven mindset to improve end-to-end processes across practices, with a focus on governance and measurable