Strategic Finance Senior Manager

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. Serval 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. This role sits within the Strategic Finance function, and will partner closely with the Exec Team, Engineering, Sales, and Marketing. This is a builder role; you won't inherit a framework.

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; assess how we should move beyond licensing to better scale with the value we deliver; and 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

Requirements

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 and can 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; 5–8 years of total work experience, with 3+ years in Biz Ops, Strategy, or Finance at a high-growth SaaS or AI company and 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)

Benefits

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, and grow rapidly with the company; Culture: Join a culture that values innovation, ownership, accountability, and fun