AI Opportunity Routing Specialist

Job not on LinkedIn

🔥 0 minutes ago

🌽 Illinois – Remote

🌽 Illinois – Remote

💵 $87.7k - $122.7k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤖 Artificial Intelligence

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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CDW

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1984

💼 Consulting

🏥 Healthcare

📚 Education

💰 Post-IPO Equity on 2015-07

Consulting • Healthcare • Education

CDW is a leading provider of technology solutions, offering a comprehensive range of products and services to address the needs of enterprises, government, healthcare, and education sectors. They specialize in providing IT infrastructure services, managed services, and security solutions. CDW partners with top technology brands to deliver customized solutions that enhance business productivity and performance across various industries. With a strong focus on digital transformation, security, and cloud solutions, CDW supports businesses in navigating the complexities of modern IT environments. Their expertise spans several domains, including digital workspaces, cybersecurity, and enterprise solutions, making CDW a key partner in driving technological advancements.

📋 Description

• 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 requirements for an agentic opportunity system automating intake, qualification, routing recommendations, and CRM updates with human-in-the-loop checkpoints • Partner with business consultants and technical teams to build 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 to the appropriate field SA, Business Development Manager, or AI Practice resource • Manage re-routing for stalled, rejected, or escalated opportunities • Maintain dashboards and recurring reports for 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 • Develop seller intake guides, templates, and FAQs with business consultants • Run regular reviews with leadership and stakeholders and use data to drive improvements

🎯 Requirements

• 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 • Experience improving lead-flow/sales operations processes for scalability and measurability • Cross-functional coordination across practices and stakeholders without direct authority • 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 is a plus • Working knowledge of AI/ML and agentic automation concepts is a plus • Experience building or contributing to agentic workflow specifications or AI-assisted operations tools is a plus • Familiarity with CDW CRM/sales operations tooling, compensation structures, and routing dynamics is a plus • Business analysis and requirements documentation experience for operational/workflow automation is a plus

🏖️ Benefits

• Quarterly bonus target 10% subject to terms and conditions of plan • Benefits available through CDW benefits program: https://cdw.benefit-info.com/