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JD
Miller
Chief Revenue Officer Advisor
Rothschild and Co
JD began his technology career during the dot-com boom as employee number 26 of a web content management company that went public with one of the largest technology IPOs of its time. ​ Eager to repeat that experience, he went on to take progressive leadership roles at international organizations seeking sales transformations - whether that be strong increases in revenue or preparation for merger, acquisition, or IPO. ​​​ With a PhD in organizational communication, JD's leadership is marked by the intersection of business, technology and humanity.
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12 March 2024 11:45 - 12:30
Panel discussion: Operationalizing agentic AI across the revenue engine
AI agents can now handle multi-step GTM work - research, outreach, meeting prep, follow-up, pipeline hygiene, renewal risk checks - while reps focus on judgment and relationships. This session shows revenue leaders how to select high-ROI use cases, design human-in-the-loop guardrails, and integrate with CRM and data sources without adding complexity. We’ll cover architecture patterns, change management, and the metrics that matter: cycle time, meetings per rep, conversion lift, and forecast accuracy. You’ll leave with a blueprint to pilot, measure, and scale agentic workflows across stages - from startup scrappiness to enterprise rigor - so your team moves faster, sells smarter, and retains more revenue. Takeaways - Identify the first three agentic use cases with clear ROI and success metrics. - Execute a build plan: data readiness, CRM integration, and human-in-the-loop checkpoints. - Establish governance: permissions, accuracy tests, audit logs, and a weekly improvement loop.