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Business Systems Lead

Serval· Revenue Strategy and Operations
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San Francisco$185k - $240kFull-timePosted 1mo ago

About the role

Lead the architecture, integration, automation, and optimization of Serval’s revenue tech stack, owning Salesforce, CPQ, data enrichment, engagement tooling, and related systems to accelerate the GTM function.

Responsibilities

  • 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.

Qualifications

  • 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, 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.

Skills

Required:Salesforce administration/architectureData modeling and warehousingSystem integrationsAutomation tooling
Nice to have:AI in operations

Benefits

  • Meaningful early-stage equity
  • Comprehensive health coverage
  • Flexible PTO
  • Daily lunches and snacks
  • Onsite gym access
  • Regular team events and offsites
Last updated Sep 2, 2026. Interested? Apply on the company site.

About Serval

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