AI Opportunity Routing Specialist

About This Opportunity

We are representing a confidential technology solutions client seeking an AI Opportunity Routing Specialist to join their centralized AI intake and operations team. This is a high-impact role at the intersection of sales operations, CRM management, and emerging agentic automation—designed for someone who thrives on process excellence, data visibility, and enabling go-to-market teams to move fast on AI opportunities.

You will own the end-to-end intake engine that captures, qualifies, and routes every AI lead to the right seller or practice resource. You'll maintain the CRM infrastructure, build dashboards, define SLAs, and collaborate with business and technical teams to pilot agentic tooling that automates routing with human-in-the-loop controls.

Responsibilities

• Own AI opportunity intake operations: capture every inbound lead from sellers, partners, marketing, and customers; log, acknowledge, and advance leads through qualification without leakage or stalls
• Monitor and audit intake controls; serve as first point of contact for sellers with clear SLAs and status updates
• Route qualified opportunities to the appropriate field solutions architect, business development manager, or practice specialist based on entry point, practice capacity, and client needs
• Manage re-routing for edge cases, stalled leads, rejections, and escalations to ensure no opportunity ages out
• Coordinate with business consultants and technical teams to define requirements for agentic lead-flow automation—intake, qualification logic, routing recommendations, and CRM updates
• Define human-in-the-loop checkpoints, approval workflows, and override protocols for automated routing; pilot components and iterate based on performance data
• Maintain CRM dashboards and recurring reports on intake volume, velocity, time-to-qualify, time-to-assign, routing accuracy, aging, and pipeline health
• Define and track intake KPIs; partner with Revenue Operations on workflow automation, governance, and CRM enhancements
• Design and continuously improve the AI opportunity process from capture through handoff; remove bottlenecks, reduce manual steps, and scale lead flow
• Develop intake guides, templates, and FAQs to improve submission quality and seller experience
• Run regular stakeholder reviews; use data to drive process improvements and operational excellence

What We're Looking For

• Bachelor's degree and 5+ years in revenue operations, sales operations, CRM administration, or similar process-intensive roles in a technology sales or services environment; OR 9+ years of equivalent experience
• Deep CRM expertise (Salesforce or similar platform), including pipeline configuration, automation, and reporting
• Strong reporting and analytics skills: ability to build dashboards, track KPIs, and translate data into actionable recommendations
• Process automation mindset with demonstrated experience improving lead-flow or sales operations for scale and measurability
• Cross-functional coordination skills to manage intake and routing across multiple practices and stakeholders without direct authority
• Operational rigor: meticulous attention to data hygiene, SLA management, and audit readiness in high-volume environments
• Experience in IT services, systems integrator, or technology reseller environments; familiarity with practice-based sales models is a plus
• Working knowledge of AI/ML concepts and agentic automation to partner effectively on lead-flow tooling development is a plus
• Experience building or contributing to agentic workflow specifications or AI-assisted operations tools is a plus
• Business analysis and requirements documentation experience for operational or workflow automation is a plus

How We Work with You

Candidates apply directly on getajob.ai. Our talent team will screen qualified applicants and coordinate interviews with our client. We handle all scheduling, feedback loops, and offer coordination. Please do not contact the client directly—all communication flows through Get A Job.ai to ensure a smooth, confidential process.

Pay

Our research indicates the original employer's pay range for this role is $87,725–$122,745 depending on experience and skill set, with a 10% quarterly bonus target. Get A Job.ai's fee is covered by the employer. Specific pay details for placed candidates will be confirmed during the offer stage.

Get A Job.ai is an equal opportunity recruiter. We consider all qualified candidates without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.