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Business Systems Lead

ServalSan FranciscoRevenue Strategy and Operations
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Salary
$185K - $240K USD
Job type
Full-time
Posted
31 Aug 2026
Status
Open · checked 7d ago

About this role

Role Overview

Serval is seeking a full-time Business Systems Lead to join the Revenue Strategy and Operations department in San Francisco. This position suits an experienced technical operator who wants to design and scale an advanced, AI-native technology stack for a rapidly growing automation platform.

Key Responsibilities

Design the overarching architecture for the revenue technology stack to prevent operational silos.
Create and maintain seamless integrations across Salesforce, CPQ systems, data enrichment platforms, and sales engagement tools.
Eliminate repetitive manual tasks by automating sales, marketing, and deployment workflows using AI.
Administer Salesforce development to scale the CRM effectively for future growth.
Maintain reliable and scalable data flows connecting the CRM to the data warehouse and BI layers for accurate forecasting and reporting.
Research, test, and implement new technology solutions while determining whether to build or buy.
Establish data hygiene, security, and governance standards across all managed platforms.
Collaborate directly with finance, marketing, sales, deployment, and operations leaders to translate business objectives into technical workflows.

Requirements

Possess 8+ years of total professional experience, including 5 to 8+ years working in business systems, revenue operations, sales operations, solutions engineering, or GTM-focused data engineering.
Demonstrate direct, hands-on ownership and administrative or architectural expertise managing a Salesforce organization.
Show strong proficiency in SQL alongside experience managing data within a modern data warehouse and business intelligence ecosystem.
Bring a proven history of building and launching system integrations rather than configuring isolated point tools.
Exhibit fluency in workflow automation using Salesforce Flow, Apex, iPaaS platforms, or direct API scripting.
Bring practical, hands-on experience implementing artificial intelligence into operational workflows, such as utilizing LLMs, prompt engineering, or AI-native tools.
Display exceptional systems thinking abilities, moving fluidly between macro-level architecture and micro-level debugging.
Communicate effectively across departments to bridge technical setups with business requirements.

Nice to Have

Hands-on background utilizing modern CPQ tools, conversation intelligence software, sales engagement platforms, or marketing automation systems.
Past working history within a fast-paced, growing B2B software-as-a-service enterprise.
Previous management or informal team leadership experience.

Skills and Tools

SQL
Snowflake
dbt
Salesforce
CPQ
Salesforce Flow and Apex

Salary and Benefits

Annual Salary: $185,000 to $240,000 in USD.
High-impact role with opportunities for professional growth alongside an experienced team.
Collaborative culture centered on innovation, personal accountability, and ownership.

About the Company

Serval operates as an AI-native automation platform founded in early 2024, building intelligent agents that manage complex enterprise workflows end-to-end. Major companies like Fox, Notion, Perplexity, Vercel, and Brex utilize the platform to streamline operations across human resources, engineering, legal, IT, finance, and security functions. The organization receives backing from prominent investors including Sequoia Capital, Redpoint Ventures, First Round, and General Catalyst.

How to Apply

Interested candidates should visit the official company careers page to submit an application for the Business Systems Lead position.

Skills and tech stack

SQLSnowflakedbt

Questions candidates ask

What is the salary range for the Business Systems Lead role?

The annual salary ranges from $185,000 to $240,000 USD.

Where is the Business Systems Lead position located?

This role is based in San Francisco, California, and is performed on-site.

What level of experience is required for this job?

The position requires 8+ years of overall experience, with 5 to 8+ years specifically in business systems, revenue operations, sales operations, solutions engineering, or GTM data engineering.

Is Salesforce experience mandatory?

Yes, direct and hands-on ownership of a Salesforce organization at the administrator or architect level is required.

What technical skills beyond Salesforce are needed?

Candidates must be fluent in SQL and comfortable working within a modern data warehouse and BI stack like Snowflake and dbt.

Ready to apply?

The application is on the official Serval careers page.

Apply on company site