What are the responsibilities and job description for the Revenue Strategy & Operations Lead position at Serval?
Who We Are
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 — 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, Mercor, LangChain, and Verkada 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, and founded by product and engineering leaders from Verkada.
Role Overview
As the Revenue Strategy & Operations Lead, you’ll architect the systems and processes that power Serval’s next phase of hypergrowth. You’ll shape our territory models, segmentation frameworks and quota allocations to enable our sales org to grow from 5 AEs to 50 by EOY26.
You’ll run the operating rhythm for our GTM team — from building out our dashboards to establish the operating cadence of the revenue org, to leading pipeline inspections and forecasting — while serving as the primary owner of our sales tools and data foundation. You’ll partner closely with Sales Leadership, Finance, Marketing, and the executive team to refine Serval’s GTM strategy and increase revenue productivity across every stage of the funnel.
This is a rare opportunity to design a world-class sales engine from the ground up and serve as the founding architect of Serval’s GTM operations function.
What You’ll Do
In your first 90 days, you will:
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 — 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, Mercor, LangChain, and Verkada 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, and founded by product and engineering leaders from Verkada.
Role Overview
As the Revenue Strategy & Operations Lead, you’ll architect the systems and processes that power Serval’s next phase of hypergrowth. You’ll shape our territory models, segmentation frameworks and quota allocations to enable our sales org to grow from 5 AEs to 50 by EOY26.
You’ll run the operating rhythm for our GTM team — from building out our dashboards to establish the operating cadence of the revenue org, to leading pipeline inspections and forecasting — while serving as the primary owner of our sales tools and data foundation. You’ll partner closely with Sales Leadership, Finance, Marketing, and the executive team to refine Serval’s GTM strategy and increase revenue productivity across every stage of the funnel.
This is a rare opportunity to design a world-class sales engine from the ground up and serve as the founding architect of Serval’s GTM operations function.
What You’ll Do
In your first 90 days, you will:
- Establish baseline reporting and dashboards for pipeline, productivity, and forecasting.
- Evaluate and optimize the system design of our sales tech stack (Salesforce, HubSpot, Salesbricks).
- Build core playbooks for pipeline management, qualification, and deal execution.
- Implement repeatable operating cadences: weekly pipeline reviews, forecast calls, and monthly business reviews.
- Partner with Sales Leadership to define segmentation, territory allocation principles, and early quota methodologies.
- Improve funnel visibility in collaboration with Marketing, including lead flow, scoring, and SLA handoffs.
- Streamline sales processes and documentation across Notion, Salesforce, and other tools.
- Own territory design, quota/OTE setting, GTM efficiency reporting, and more.
- Drive system architecture and data integrity for all GTM tooling.
- Serve as a strategic thought partner to Sales & Marketing Leadership on productivity, resourcing, and GTM investments.
- 5–8 years of experience in Sales Operations, Revenue Strategy, or GTM Operations at a high-growth B2B SaaS company.
- Proven ability to design and scale GTM processes for rapidly expanding AE teams (sub-10 → 30 sellers).
- Experience with forecasting, performance analytics and segmentation
- Hands-on proficiency with Salesforce and modern GTM tooling; comfortable as primary system owner.
- Exceptional communication and cross-functional leadership skills, especially with Sales, Marketing, and Senior Leadership.
- High-agency operator who thrives in fast-paced, ambiguous environments and builds structure from scratch.
- Based in or willing to work from our San Francisco HQ five days a week.
- Prior experience establishing quota, territory, & pricing strategies
- Prior success as a founding or early RevOps/Sales Ops leader at a Series A–C startup.
- Salesforce admin or architecture experience.
- Familiarity with automation, AI, ITSM, and/or GTM workflow automation categories.
- 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.
Salary : $200,000 - $260,000