AI Opportunity Routing & Lead-Flow Lead

CDW LLC.; United States; Remote; USD 88,000 - 123,000; Full time

Job summary

CDW is seeking a leader to own AI opportunity intake and end-to-end lead-flow operations across the AI Central program. You will capture, log, and advance opportunities, monitor signals from sellers and partners, and maintain controls to prevent leakage.

You’ll define human-in-the-loop criteria and drive automation with CRM updates and governance. You will coordinate with business and technical teams to build agentic lead-flow, pilot improvements, and ensure timely routing to the right field SA,

Qualifications

• Bachelor’s degree or higher in a technology sales/services organization OR 9+ years in revenue operations, sales operations, CRM administration, or similar process-intensive roles.
• 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 IT services, systems integrator, or technology VAR environments; familiarity with practice-based sales models is a plus.
• Working knowledge of AI/ML and agentic automation concepts to partner with Technical Architects.
• Experience building or contributing to agentic workflow specifications or AI-assisted operations tools, a plus.
• Familiarity with CDW CRM/salesopstooling, 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 with business 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 as primary human-in-the-loop engagement alongside BCG routing agent for edge cases; route qualified leads to the right resource.
• 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 and manual steps to scale lead flow.
• Develop seller intake guides, templates, and FAQs to improve submission quality.
• Run regular reviews with leadership and stakeholders; use data to drive improvements.

Skills

CRM administration

Sales operations

Process automation

Cross-functional coordination

Data analysis

Education

Bachelor's degree or higher in relevant field

Tools

Salesforce

CRM reporting

Job description

CDW is seeking a leader to own AI opportunity intake and end-to-end lead-flow operations across the AI Central program. You will capture, log, and advance opportunities, monitor signals from sellers and partners, and maintain controls to prevent leakage.

You’ll define human-in-the-loop criteria and drive automation with CRM updates and governance. You will coordinate with business and technical teams to build agentic lead-flow, pilot improvements, and ensure timely routing to the right field SA,