Business Systems Lead

The role

You will build and own the architecture, integration, automation, and optimization of the revenue technology stack. This includes managing Salesforce, CPQ, and various sales and marketing tools to automate workflows and ensure scalable data flows.

What you will do

• Own the architecture of the revenue tech stack.
• Design and build integrations across Salesforce, CPQ, data enrichment, and sales tooling.
• Automate manual workflows across sales, marketing, and deployment motions.
• Own Salesforce development and build a scalable CRM.
• Ensure data flows are scalable and reliable across systems including the data warehouse/BI layer.
• Evaluate, pilot, and roll out new tools.
• Set and enforce data hygiene, governance, and security standards.
• Partner with sales, marketing, deployment, operations, and finance leadership to translate business needs into requirements.

Required 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 G
• Direct, hands-on ownership of a Salesforce org (admin or architect level).
• SQL fluency and comfort working in a modern data warehouse/BI stack (e.g., Snowflake, dbt, Looker, Hex).
• Track record of designing and shipping integrations between systems.
• Fluency with automation and workflow tools (Salesforce Flow, Apex, iPaaS platforms like Workato, Tray.io, or Zapier, or scripting directly against APIs).
• 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.
• Strong systems thinking.
• Excellent cross-functional communication skills.

Nice to have

• 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 p
• Prior experience at a fast-growing B2B SaaS company.
• Management or informal team-lead experience.

Benefits

• Impact: Be a key player in shaping the success of our product and company.
• Growth: Build a fundamentally new AI product offering and grow rapidly with the company.
• Culture: Join a culture that values innovation, ownership, accountability, and fun.

About the company

Serval is an AI-native enterprise service management platform that automates work. Headquartered in San Francisco, it has raised $277 million from investors including Sequoia Capital and Redpoint Ventures.