RefolkCandidates
Open nowOperationsFinance

Business Operations Lead

Serval · San Francisco, California

Location
San Francisco, California, United States
Employment
Full time
Level
Mid level
Posted
3 weeks ago

About this role

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, and Brex 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.

About the role

We’re launching a new business line in response to exceptional market demand. As our Business Operations Lead, you’ll act like a GM and own the strategy, operations, reporting, and ultimately the P&L for this function. You’ll partner with the Exec Team, Sales, Deployment, Engineering and Operations to establish our playbooks and then rapidly execute on them to turn this into a strong 8-figure business in the first year.

  • An owner, not (just) an analyst. You establish the plan, work the plan, and live with the result. You’d rather be accountable for a number than merely right about one.

  • Allergic to dashboards nobody acts on. Any report that doesn’t change a decision is a distraction. You ruthlessly prioritize to ensure everyone is focused on the few metrics that matter.

  • A doer, not a delegator. Equally comfortable writing the SQL, restructuring a deal on a Friday night, or sitting down with the deployment teams to figure out how we can expedite time-to-value.

  • Commercially sharp. You think in terms of customer satisfaction, margin, utilization, and attach rate, and know how to build a strategy around it.

  • Relationship-oriented. You know your effectiveness depends on your ability to influence Sales, technical teams, and leadership.

  • High ownership, high slope. You see the gap, you propose the solution, you execute.


What You’ll Do

  • Own the P&L for your line: you build the operating plan and ultimately own the results, including revenue, margin, and profitability

  • Set and defend pricing and packaging. Build the model, pressure-test it in live deals, and change it the moment the market tells you it’s wrong.

  • Partner with Deployment on unit economics: how do we ensure this business is built to scale while delivering best-in-class customer experience?

  • Partner with Sales on deal strategy. Sit in on the calls, structure the contracts, and figure out how to win the business.

  • Build the forecast and the operating cadence (weekly pipeline, monthly business review, quarterly plan)

  • Scale from the 10k foot view down to the minutiae: where should we open an office? How will we recruit and maintain talent? What do we look for in a candidate?


What You’ll Need

  • 5-8+ years across business operations, strategic finance, corporate strategy, consulting, or an operating role at a high-growth software company.

  • Direct experience owning or materially shaping a P&L, a gross margin line, or a pricing model.

  • Strong quantitative and modeling skills.

  • Working fluency with the systems that run a GTM org: Salesforce, a BI tool, and billing or usage data you can reconcile without help.

  • Real command of software and AI unit economics: COGS, gross margin, payback, net revenue retention, and what changes each one.

  • A track-record of partnering closely with functional leaders to drive execution

  • Comfortable moving fast, being wrong in public, and correcting quickly.


Nice to Have

  • Investment banking, management consulting, or private equity / vc experience

  • Early-stage experience where you built the reporting and forecasting stack rather than inheriting one.

What We Offer

  • 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.

As published by Serval. Applications are handled on their site.

Skills this posting mentions

Management ConsultingNew BusinessFinance

About Serval

We Give IT Superpowers. Clear the help desk with automations that build themselves.

All 57 openings at Serval

One click, then it is written

Apply to Serval with a resume written for this role.

Queue Business Operations Lead and I read the posting, rewrite your resume against it, draft the cover letter, and score the fit. Then you press send, or press one button and I fill in Serval’s form for you.

  1. 01Drop your resume

    A PDF or a LinkedIn URL. About a minute, once.

  2. 02I rank the openings

    Every weekday morning, the live catalog scored against your history. Up to 20 worth your time, not two hundred links.

  3. 03Each one is written up

    Resume rewritten for the posting, a cover letter, a fit score. Press send, or let me fill in the form.

  • 25 sent a week, free
  • No card
  • Nothing sent until you say so

More roles at Serval

See all

Similar roles elsewhere

See more

Put this to work

Paste your career in once. Every application after that is written for you.

Drop a resume or a LinkedIn URL. I rank the live openings against it, rewrite the resume and write a cover letter for the best of them, and fill in the employer's form when you press the button. You read, you decide what goes out.

  1. 01Drop your resume

    A PDF or a LinkedIn URL. About a minute, once.

  2. 02I rank the openings

    Every weekday morning, the live catalog scored against your history. Up to 20 worth your time, not two hundred links.

  3. 03Each one is written up

    Resume rewritten for the posting, a cover letter, a fit score. Press send, or let me fill in the form.

  • New matches ranked and written before you are up.
  • Every bullet stays inside what your history supports. Nothing invented.
  • Queued, submitted, interviewing, offer: one screen, not a spreadsheet.

500 free credits on sign-up. No card. Nothing is sent until you say so.

Listed from the job board Serval publishes. Refolk is not the employer and does not handle their hiring. Applications go to Serval directly.