Solutions Engineer Strategy & Operations Lead

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

This is the first dedicated Strategy & Operations hire for the Solutions Engineering org at Serval and is a critical priority for the go-to-market team. You will lead strategy and operations for SE leadership: the person who helps run the technical side of the business day to day and makes the SE team measurably more productive. Solutions Engineering is a critical function to improve our deal conversions and this role will come in to help build this organization from 0 to 1. You will identify the strategic levers needed to accelerate technical wins and pilot conversion, drive the execution to get there, and spot and address the gaps months before they materialize.

Responsibilities

• Set strategic direction and drive execution
• Partner with SE leadership to identify the highest-leverage growth levers (coverage model, SE-to-AE ratio, specialization vs. generalist, sales cycle engagement model)
• Work with SE leadership to refine our hiring model and org structure to be maximally effective in the GTM
• Drive pilot and POC forecasting excellence: accurate, defensible, and called early, at the SE, segment, and company level
• Implement a scalable operating cadence (pilot reviews, technical win reviews, demo standards, scoping and qualification checkpoints, business reviews) and drive the follow-through
• Scope and lead strategic initiatives end to end, from thesis through rollout to measured result
• Improve workflows and process
• Find friction in the technical selling motion and remove it: scoping, demo prep, environment setup, integration reviews, security questionnaires, handoffs to deployment teams, anything costing SEs time they should spend with customers
• Codify the technical discovery and scoping methodology, pilot success criteria, and technical qualification standards so the motion is repeatable as we hire
• Ensure we have a worldclass SE content and asset layer: demo environments, reusable use-case libraries, pilot templates, integration playbooks, technical battlecards, etc.
• Improve our GTM systems and data architecture (Salesforce and the surrounding stack) so technical activity, pilot health, and outcomes are captured reliably and reporting is trustworthy
• Drive adoption