About the role
Job Summary:
AI Central is CDW's hub for AI opportunity activation, providing a single front door to AI capabilities across practices, partners, and compensation models. The Opportunity Triage, Routing & Assignment role ensures every AI opportunity is captured, qualified, and routed to the right resource quickly and consistently.
This operations-first role runs AI Central's intake engine. The role owner manages lead-flow processes, CRM configuration, reporting, and agentic tooling to keep opportunity management visible, measurable, and fast to connect sellers with practice teams so no opportunity is missed.
What you will do:
AI Opportunity Intake & Lead-Flow Operations
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.
Agentic Lead-Flow Development
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.
Routing & Practice Assignment
Act as primary human-in-the-loop engagement alongside BCG routing agent for edge cases (est.