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Business Operations Lead

ServalSan FranciscoFinance
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Salary
$200K - $265K USD
Job type
Full-time
Posted
3 Sept 2026
Status
Open · checked 7d ago

About this role

Role Overview

The Business Operations Lead at AI in San Francisco is a full-time leadership position within the finance department. This role suits an ambitious professional with extensive experience who wants to act as a general manager, taking total ownership of strategy, operations, reporting, and the P&L for a newly launched business line.

Key Responsibilities

Build and execute the operating plan while taking full ownership of financial results, including revenue, margin, and profitability.
Establish, test, and adapt pricing and packaging models based on real-time market feedback.
Collaborate with deployment teams to optimize unit economics, ensuring scalable growth alongside an exceptional customer experience.
Join sales calls, help structure contracts, and design winning deal strategies.
Develop accurate forecasts and manage the internal operating cadence, including weekly pipelines, monthly business reviews, and quarterly plans.
Handle operational scaling from high-level strategy to minute details, such as office locations and talent recruitment.

Requirements

Bring 5 to 8+ years of professional background spanning business operations, strategic finance, corporate strategy, consulting, or operating roles at fast-growing software companies.
Possess direct experience in owning or materially shaping a P&L, gross margin line, or pricing framework.
Demonstrate strong quantitative abilities and modeling expertise.
Maintain working fluency with go-to-market systems like Salesforce, BI tools, and billing or usage data reconciliation.
Understand software and AI unit economics, covering COGS, gross margin, payback periods, and net revenue retention.
Show a proven history of collaborating with functional leaders to successfully drive execution.

Nice to Have

Background in investment banking, management consulting, private equity, or venture capital.
Experience in early-stage environments where you built reporting and forecasting stacks from scratch.

Skills and Tools

SQL proficiency
Salesforce management
BI tools utilization
Financial modeling and quantitative analysis
P&L management and pricing strategy

Salary and Benefits

Annual salary range between $200,000 and $265,000 USD.
High-impact opportunity to shape the success of a new product offering.
Professional growth working alongside an experienced team and major investors.
Collaborative company culture centered on innovation, accountability, ownership, and fun.

About the Company

AI is an intelligent automation platform that builds smart agents to comprehend real-world workflows and perform them end-to-end. Founded in early 2024, the enterprise serves notable clients by eliminating manual tasks across IT, HR, Finance, Security, Legal, and Engineering. The organization receives backing from prominent investors including Sequoia Capital, Redpoint Ventures, Meritech, First Round, General Catalyst, and Elad Gil.

How to Apply

Interested candidates should visit the official company careers page to apply for the Business Operations Lead position.

Skills and tech stack

Questions candidates ask

What is the salary for the Business Operations Lead role?

The salary ranges from $200,000 to $265,000 USD per year.

Where is this job located?

This position is located in San Francisco, US, and is an on-site role.

How many years of experience are required?

The position requires 8+ years of total professional experience, specifically looking for 5-8+ years in relevant fields.

What technical skill is specifically mentioned for this job?

SQL is listed as a required skill for the role.

What department does this role belong to?

This position sits within the Finance department.

Ready to apply?

The application is on the official Serval careers page.

Apply on company site