Apply on Employer Site

Serval · 1 month ago

Revenue Strategy & Operations Lead

San Francisco

Full-time

Onsite

Senior Level

5+ years exp

Serval is building an AI platform for IT teams, aiming to automate IT issues resolution. The Revenue Strategy & Operations Lead will architect systems and processes to support the company's hypergrowth, focusing on sales organization expansion and improving revenue productivity.

Agentic AIArtificial Intelligence (AI)Information TechnologyNatural Language Processing

Responsibilities

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

Qualification

Sales OperationsRevenue StrategyGTM OperationsSalesforcePerformance AnalyticsSegmentationHigh-agency OperatorAutomationAI KnowledgeITSM KnowledgeExceptional CommunicationCross-functional Leadership