---
title: 'Business Systems Lead at Serval'
canonical: 'https://feeny.ai/job/business-systems-lead-serval-san-francisco-x2mva74ej9hd'
type: 'job'
last_seen: '2026-09-11'
---

# Business Systems Lead at Serval

- **Company:** Serval
- **Location:** San Francisco, CA
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-08-31
- **Last confirmed live:** 2026-09-11
- **Apply:** https://jobs.ashbyhq.com/serval/bef863c2-4ead-474a-b03f-50f2cea3e97d

## Job description

## Who We Are

[Serval](http://serval.com) is an AI-native automation platform transforming how enterprises operate. We build intelligent agents that understand real-world workflows and execute them end-to-end — replacing manual processes and rigid legacy systems with adaptive, learning software. Founded in early 2024, Serval is already trusted by companies like Fox, Notion, Perplexity, Vercel, and Brex to automate high-volume, high-friction operational work across their organizations.

At the core of Serval is an agentic AI platform that turns natural language into production-grade workflows. Our agents don’t just respond to requests — they reason, take action across systems, and continuously improve with usage. What began with operational use cases has quickly evolved into a horizontal AI automation layer used across IT, HR, Finance, Security, Legal, and Engineering.

Our mission is to eliminate repetitive, manual work across the enterprise and give teams leverage through intelligent automation. Long term, we’re building the universal AI operations layer — a system of agents that sits across business functions and runs the workflows that keep modern companies moving.

We’re backed by leading investors including Sequoia Capital, Redpoint Ventures, Meritech, First Round, General Catalyst, Elad Gil, and others.

## About The Role

Serval is hiring its first Business Systems Lead to build a world-class, AI-native technology stack that makes our revenue organization move faster. You'll own the architecture, integration, automation, and optimization of our core selling stack: Salesforce, CPQ, data enrichment, engagement tooling, sales tooling, and everything that connects them.

This is a hands-on, builder role where you also need to think strategically about the business. You'll architect and ship systems and automations, while setting a strategic roadmap, making durable architectural calls, and evaluating the org's needs three steps ahead. You're equally comfortable delivering automations in Salesforce and other tools, writing the integration, and planning ahead for a scaled tech stack. At the same time, you're a first-principles thinker who wants to reimagine the GTM tool stack in a world of AI.

We know the strongest candidates for this role won't all come from the same background. We're just as interested in someone who's spent years architecting Salesforce orgs as we are in a solutions engineer who's implemented these systems for other companies, an analytics or data engineer who's applied that rigor to GTM systems, or a technical operator who's automated their way out of every manual process they've encountered.

## What You'll Do

- Own the architecture of the revenue tech stack, ensuring every new tool fits cleanly into the broader system rather than creating another silo.
- Design and build integrations across Salesforce, CPQ, data enrichment, engagement tooling, and other sales tooling so data and workflows move seamlessly between systems.
- Aggressively automate manual workflows across the sales, marketing, and deployment motion, removing repetitive work from sellers' and operators' plates; AI is at the core of our function.
- Own Salesforce development and build a scalable CRM that will deliver at 10x the current team size.
- Ensure data flows are scalable and reliable across systems, including the data warehouse/BI layer, to power reporting, forecasting, and decision-making.
- Evaluate, pilot, and roll out new tools, with a clear point of view on when to build versus buy and how each addition fits the existing architecture.
- Set and enforce data hygiene, governance, and security standards across the systems you own.
- Partner closely with sales, marketing, deployment, operations, and finance leadership to translate business needs into system and automation requirements.

## What You'll Bring

- 5-8+ years of experience in business systems, revenue operations, sales operations, solutions engineering/implementation at a CRM or CPQ vendor, or a technical/data engineering background applied to GTM systems. Direct, hands-on ownership of a Salesforce org (admin or architect level) is required; how you got there is not.
- SQL fluency and comfort working in a modern data warehouse/BI stack (e.g., Snowflake, dbt, Looker, Hex) to pull, join, and shape data across systems.
- Hands-on experience with a modern CPQ tool, a call intelligence/conversation platform (e.g., Gong), sales engagement platforms (e.g., Outreach, Apollo, Amplemarket, Rox), and/or marketing automation platforms (e.g., Marketo, HubSpot) a plus.
- A track record of designing and shipping integrations between systems, not just configuring point solutions in isolation.
- Fluency with automation and workflow tools (Salesforce Flow, Apex, iPaaS platforms like Workato, [Tray.io](http://Tray.io), or Zapier, or scripting directly against APIs) and a bias toward automating anything done manually more than a few times.
- Real, hands-on experience applying AI to operational workflows, such as building with LLMs or AI agents, prompt engineering, or using AI-native automation tools, not just enthusiasm for AI in the abstract.
- Strong systems thinking: you can zoom out to design an architecture and zoom in to debug a broken field mapping in the same day.
- Excellent cross-functional communication skills; you can translate between technical implementation and business need in both directions.
- Prior experience at a fast-growing B2B SaaS company strongly preferred.
- Management or informal team-lead experience is a plus.

## What We Offer

- Impact: Be a key player in shaping the success of our product and company.
- Growth: Build a fundamentally new AI product offering with the support of our experienced team and investors. Grow rapidly with the company.
- Culture: Join a culture that values innovation, ownership, accountability, and fun.

## About Serval

## Core Business
- **Primary industry**: IT Service Management (ITSM), Enterprise Software, AI-powered Automation
- **Target customers**: B2B; IT, Security, HR, and Workplace teams at mid-market and enterprise organizations
- **Mission statement**: “Reimagining the employee support experience” by helping everyone get out of the help desk and back to the work they enjoy.

## Products & Services
- **Serval Platform (AI-Native ITSM)**: A unified help desk, access management, and automation platform. Includes AI agents (Help Desk Agent, Automation Agent, Insights Agent) that handle requests, provision access, answer knowledge base questions, and surface workflow suggestions. Supports natural-language workflow creation, code-based workflows with no-code UI, and flexible deployment (cloud, hybrid, self-hosted).
- **Access Governance & Provisioning**: Manages access requests for any app, resource, or role with customizable policies, approvals, just-in-time provisioning, and automatic deprovisioning via SCIM, API, or AI-generated workflows.
- **Asset Management**: Automatically reconciles data from MDM, procurement, IdP, and HRIS into a single source of truth.
- **Knowledge Base**: Built-in docs with sync from Notion, Google Drive, Confluence; AI agent surfaces answers instantly.
- **Compliance & Security**: SOC 2, HIPAA, GDPR compliant; SIEM integration; role-based access control; auditor-friendly logging.

## Market Standing
- **Valuation**: $1 billion (post-money, as of Series B in December 2025)
- **Total Funding**: $127 million
  - Seed (Oct 2025): $5M
  - Series A (Nov 2025): $47M led by Redpoint
  - Series B (Dec 2025): $75M led by Sequoia Capital
- **Notable Investors/Partners**: Sequoia Capital, Redpoint, and other top-tier investors.
- **Growth Signals**: Headcount grew 494.7% year-over-year (from ~10 to 58 employees); 43 active job postings; expanding into UK, Malaysia, Switzerland; high-profile talent from ServiceNow, Verkada, Rippling, Scale AI.

## Competitive Advantages
- **AI-native architecture**: Entire platform built around AI agents, not bolted-on AI. Workflows created via natural language.
- **Code-based workflows with no-code simplicity**: Workflows stored as code (Git-friendly) but editable in a UI – appeals to both engineers and non-technical teams.
- **Flexible deployment**: Cloud, hybrid, or fully self-hosted – rare for modern SaaS, attractive to regulated enterprises.
- **Compliance out of the box**: SOC 2, HIPAA, GDPR, SIEM integration – reduces friction for enterprise sales.
- **Two-way sync with existing ticketing systems**: Low migration barrier; can integrate with current tools.

## Strategic Focus
- **Product expansion**: Continuing to build out AI agent capabilities, access governance, and workflow automation.
- **Go-to-market**: Scaling sales and customer success teams (mid-market and enterprise); building brand as the “AI platform for employee support.”
- **Global reach**: Opening presence in Europe and Asia to serve multinational clients.
- **Hiring aggressively**: 43 open roles across engineering, sales, marketing, design, and customer success.

## Why Work Here
- **Culture**: Described as “elite team of builders and sellers” with a focus on stunning colleagues; “Work hard. Celebrate often.”
- **Remote/hybrid/office**: Headquarters in San Francisco; roles likely hybrid or on-site (many postings indicate location). Some remote-friendly roles may exist.
- **Notable perks**: Working on a generational company; fast-growing startup with strong funding; opportunity to define the AI-native ITSM category.
- **Engineering culture**: Emphasis on code-based workflows, Git integration, and AI agent development. Strong technical team with alumni from top companies (ServiceNow, Verkada, Rippling, Scale AI).
- **Growth trajectory**: 494.7% headcount growth YoY, $1B valuation, recent Series B – high momentum and opportunity for impact.

## Sources
1. [serval.com](https://www.serval.com/)
2. [serval.com/careers](https://www.serval.com/careers)
3. [linkedin.com/company/getserval](https://www.linkedin.com/company/getserval)
4. [cbinsights.com/company/serval](https://www.cbinsights.com/company/serval)
5. [serval.com/serval-news/serval---operating-principles](https://www.serval.com/serval-news/serval---operating-principles)

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