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About the Role
Serval is seeking its first Business Systems Lead to develop a premier, AI-native technology stack that enhances the speed and efficiency of its revenue organization. This role involves owning the architecture, integration, automation, and optimization of the core selling stack, including Salesforce, CPQ, data enrichment, engagement tooling, and sales tooling.
Responsibilities
- Own the architecture of the revenue tech stack, ensuring new tools integrate seamlessly.
- Design and build integrations across Salesforce, CPQ, data enrichment, engagement tooling, and other sales tooling.
- Automate manual workflows across sales, marketing, and deployment motions using AI.
- Own Salesforce development and build a scalable CRM for future growth.
- Ensure scalable and reliable data flows across systems for reporting and decision-making.
- Evaluate, pilot, and roll out new tools, determining build vs. buy strategies.
- Set and enforce data hygiene, governance, and security standards.
- Partner with leadership to translate business needs into system and automation requirements.
Requirements
- 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.
- SQL fluency and comfort working in a modern data warehouse/BI stack (e.g., Snowflake, dbt, Looker, Hex).
- 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) is a plus.
- Track record of designing and shipping integrations between systems.
- Fluency with automation and workflow tools (Salesforce Flow, Apex, iPaaS platforms like Workato, Tray.io, or Zapier, or scripting directly against APIs).
- 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.
- Strong systems thinking ability.
- Excellent cross-functional communication skills.
- Prior experience at a fast-growing B2B SaaS company is strongly preferred.
- Management or informal team-lead experience is a plus.
Skills
- Salesforce
- CPQ
- Data Enrichment
- Engagement Tooling
- Sales Tooling
- Integrations
- Automation
- Optimization
- SQL
- Snowflake
- dbt
- Looker
- Hex
- Gong
- Outreach
- Apollo
- Amplemarket
- Rox
- Marketo
- HubSpot
- Salesforce Flow
- Apex
- Workato
- Tray.io
- Zapier
- API Scripting
- AI
- LLMs
- AI Agents
- Prompt Engineering
- AI-Native Automation Tools
Experience Level
- 5-8+ years of experience
Benefits
- 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 the Company
- Serval 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.
- Our agents replace manual processes and rigid legacy systems with adaptive, learning software.
- Founded in early 2024, Serval is trusted by companies like Fox, Notion, Perplexity, Vercel, and Brex.
- At the core of Serval is an agentic AI platform that turns natural language into production-grade workflows.
- Our agents reason, take action across systems, and continuously improve with usage.
- 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.