Strategic Finance Senior Manager

Serval; San Francisco (CA); On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

Impactful role

Growth opportunities

Culture of innovation

Job summary

Serval is seeking a Finance/Biz Ops leader to shape strategic questions for the next 12 months. You will translate product metrics into business value, drive pricing evolution, and build tooling to quantify value for sales and prospects.

Based in San Francisco, you will influence senior stakeholders and own cross-functional initiatives. You will bring 5–8 years of experience in high-growth SaaS/AI environments, with a strong Excel/GSheet modeling background and proven KPI framework development.

Qualifications

• 5–8 years of total work experience, with 3+ years in Biz Ops, Strategy, or Finance at a high-growth SaaS or AI company.
• 2+ years in management consulting, investment banking, PE, or VC.
• Strong analytical rigor, exceptional with Excel/GSuite modeling.
• Track record building KPI frameworks, operating reporting infrastructure, or pricing models from scratch.
• Working knowledge of SaaS/AI unit economics: CAC, LTV, gross margin, contribution margin, COGS.
• Ability to drive cross-functional accountability across senior stakeholders.
• Based in San Francisco (or willing to relocate).

Responsibilities

• Define and own our core product KPI framework from automation metrics and workflow adoption to customer value and expansion signals.
• Leverage our product KPI framework to lead our pricing strategy evolution and partner with sales for customer feedback.
• Build an ROI and business case tool that quantifies value for prospects.
• Enhance margin visibility by tracking customer-level costs including personnel, infrastructure, and usage costs.
• Build board materials and annual/quarterly plans.
• Determine ROI on across marketing, sales, and deployment investments to shape our GTM strategy.

Skills

Finance / Biz Ops

Excel modeling

KPI frameworks

Pricing strategy

Cross-functional collaboration

Tools

Excel

Google Sheets

Job description

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.

Mission

MissionServal is in the midst of hypergrowth, and we need someone looking ahead 12 months to predict “what are the things we wished we figured out sooner?”. We’re looking for someone who is excited about leveraging their finance & biz ops experience in new ways to answer some of the most critical strategic questions facing the company:

• What does product success actually look like?
• Which customers are we making money on?
• Are we pricing in a way that scales with the value we deliver? How do we prove that value, drive expansion, and price for the long term?

Who You Are

Finance or biz-ops leader that believes Finance is critical for both developing and executing on strategy vs. advising other stakeholders

A rigorous, systems-oriented thinker who brings clarity to ambiguity. Able to distill complex issues into the key components that matter.

Commercially grounded, you understand SaaS & AI unit economics and can connect product metrics to business outcomes.

A cross-functional operator who can influence without formal authority

High-ownership and high-slope; energized by early-stage infrastructure work

What You'll Do

• Define and own our core product KPI framework from automation metrics and workflow adoption to customer value and expansion signals
• Leverage our product KPI framework (above) to lead our pricing strategy evolution. Assess how we should move beyond licensing to better scale with the value we deliver. Partner with sales to get customer feedback
• Build an ROI and business case tool that gives sales a rigorous, data-backed way to quantify value for prospects
• Enhance our margin visibility: improve customer-level cost tracking including personnel, infrastructure, and usage costs, to inform our understanding of unit economics
• Build board materials and annual/quarterly plans
• Determine the ROI on across marketing, sales, and deployment investments to shape our GTM strategy

What You'll Need

• 5–8 years of total work experience, with3+ years in Biz Ops, Strategy, or Finance at a high-growth SaaS or AI company
• 2+ years in management consulting, investment banking, PE, or VC
• Strong analytical rigor, exceptional with Excel/Gsheet modeling
• Track record building KPI frameworks, operating reporting infrastructure, or pricing models from scratch
• Working knowledge of SaaS/AI unit economics: CAC, LTV, gross margin, contribution margin, COGS
• Ability to drive cross-functional accountability across senior stakeholders
• Based in San Francisco (or willing to relocate)

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.