AI Opportunity Routing Lead

CDW LLC.; Northern (KY); Hybrid; USD 88,000 - 123,000; Full time

Benefits offered by this job

Quarterly bonus 10%

Benefits overview available

Job summary

CDW is seeking an experienced Revenue Operations professional to own AI intake, qualification, and routing, ensuring every opportunity is captured and advanced with clear SLAs. You will maintain CRM dashboards, define intake KPIs, and coordinate across practices to drive automation and governance.

You will collaborate with business and technical teams to build agentic lead-flow, manage human-in-the-loop controls, and optimize routing accuracy while advancing sales opportunities efficiently.

Qualifications

• Bachelor's degree and 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/salesops 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.
• Act asprimaryhuman-in-the-loop engagement alongside BCG routing agent for edge cases (est. <15% total opps).
• 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 trackintakeKPIs including time-to-qualify, time-to-assign, routing accuracy, and aging.
• Partner with Revenue Operations/CRM on enhancements and workflow automation aligned to governance.

Skills

Revenue operations

CRM administration

Sales operations

Data analytics

Cross-functional coordination

Salesforce CRM

Education

Bachelor's degree in relevant field

Job description

CDW is seeking an experienced Revenue Operations professional to own AI intake, qualification, and routing, ensuring every opportunity is captured and advanced with clear SLAs. You will maintain CRM dashboards, define intake KPIs, and coordinate across practices to drive automation and governance.

You will collaborate with business and technical teams to build agentic lead-flow, manage human-in-the-loop controls, and optimize routing accuracy while advancing sales opportunities efficiently.