AI Opportunity Flow Lead

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

Benefits offered by this job

Quarterly bonus

Benefits overview

Job summary

CDW is seeking an experienced AI Operations professional to lead the intake, routing, and assignment of AI opportunities across practices and partners. You will own the end-to-end lead-flow, configure CRM dashboards, and ensure timely handoffs to practice teams, with governance to avoid missed opportunities.

You will partner with Revenue Ops, IT services teams, and business consultants to define requirements for agentic automation, set SLAs, and monitor funnel health.

Qualifications

• Bachelor's degree and 5+ years in revenue or sales operations, or 9+ years in the field.
• 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.
• Experience in cross-functional coordination to run intake/routing across practices and stakeholders.

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.
• 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.
• Maintain dashboards and recurring reports for visibility into volume, velocity, qualification, and pipeline health.

Skills

CRM administration

Salesforce expertise

Reporting & analytics

Process automation

Cross-functional coordination

Data hygiene & SLA management

AI/ML awareness

Workflow automation specifications

IT services knowledge

Education

Bachelor's degree in a technology-related field

Job description

CDW is seeking an experienced AI Operations professional to lead the intake, routing, and assignment of AI opportunities across practices and partners. You will own the end-to-end lead-flow, configure CRM dashboards, and ensure timely handoffs to practice teams, with governance to avoid missed opportunities.

You will partner with Revenue Ops, IT services teams, and business consultants to define requirements for agentic automation, set SLAs, and monitor funnel health.