Serve Robotics

Customer Support

• Serve as the primary point of contact for the external CX and Tier 1 and 2 Technical support vendor (S), ensuring alignment on performance expectations, quality standards, and compliance with documented operational procedures.
• Lead the end-to-end Response Management process, including root cause analysis, documentation quality, escalation coordination, and timely resolution to maintain a high customer experience standard.
• Partner with the vendor to develop, implement, and continuously refine standardized training, certification, and quality assurance processes for CX agents.
• Hold the vendor accountable to SLA, QA, CSAT, and accuracy targets, escalating risks proactively.
• Own recurring performance reporting for CX and Technical Support operations, leveraging ThoughtSpot to identify trends, assess performance drivers, and identify opportunities for improvement.
• Manage and interpret CX and Technical Support data to uncover patterns in customer behavior, agent performance, and systemic root causes.
• Translate insights into structured recommendations for Product, Engineering, QA, and Operations to support roadmap decisions and workflow improvements.
• Maintain clear visibility into vendor operational health and highlight risks before they become problems.
• Develop, document, and maintain CX and technical support related standard operating procedures for agent workflows, incident handling, quality reviews, and escalation pathways.
• Ensure all process updates follow rigorous change management and document control practices to maintain operational reliability and compliance.
• Work cross-functionally with Product, Engineering, QA, and Operations teams to evaluate tools, refine workflows, update training materials, and collaborate with a direct supervisor on continuous improvement initiatives.
• Lead operational readiness for new products, features, and processes by ensuring vendor and internal teams are aligned and equipped.

Customer Experience Manager

Hardware Engineer

• Lead, mentor, and develop a team of electrical engineers, fostering a culture of innovation, collaboration, and technical excellence.
• Define team goals, allocate resources effectively, and align engineering efforts with company objectives.
• Provide technical guidance on the design, development, and testing of electrical systems, ensuring alignment with project specifications and timelines.
• Oversee PCB design, embedded systems, and power management for robotics applications.
• Drive long-term strategic planning, identifying future needs and opportunities in robotics hardware development.
• Establish structured processes and methodologies for diagnosing and resolving technical challenges.

Senior Director, Hardware Engineering

Accounting Manager

• Oversee general ledger activities, including month-end and year-end close processes, ensuring accurate and timely reporting.
• Prepare and review monthly financial statements, management reports, and financial forecasts to provide actionable insights to senior management.
• Ensure compliance with local, state, and federal regulations, including audits and adherence to Generally Accepted Accounting Principles (GAAP).
• Conduct research on complex accounting issues, including new accounting pronouncements, and assess their impact on the company’s financial statements. Provide guidance and recommendations for implementation of new standards (e.g., lease accounting, revenue recognition, etc.).
• Implement and maintain a strong system of internal controls, ensuring accurate financial data and mitigating risks of fraud or error.
• Prepare the accurate and timely recognition of revenue, ensuring compliance with revenue recognition standards (ASC 606).
• Partner with sales and operations to ensure correct recording of revenue transactions.
• Oversee AP/AR processes, ensuring timely and accurate invoicing, collections, and payments.
• Oversee and monitor inventory accounting processes, including physical inventory counts, inventory reconciliations, and valuation methods.
• Ensure proper cost of goods sold (COGS) calculations and reporting of inventory levels.
• Ensure compliance with lease accounting standards (ASC 842), including maintaining accurate records of leases, calculating right-of-use assets, and lease liabilities, and ensuring proper amortization schedules.
• Coordinate external audits and provide necessary documentation and support for the completion of audits.
• Identify opportunities for process improvement and automation within accounting systems to enhance efficiency and accuracy.

Financial Planning and Analysis

• Own and enhance company-wide and functional forecasts, ensuring alignment with strategic priorities and long-term growth objectives
• Lead development of driver-based financial models that incorporate operational, commercial, and strategic assumptions
• Build and evaluate both top-down and bottom-up financial models, reconciling differences to ensure forecasts are internally consistent, realistic, and decision-useful
• Partner with senior leaders to refine forecasts, challenge assumptions, and identify risks and opportunities
• Build and maintain advanced scenario and sensitivity models to assess financial impacts of strategic initiatives, market expansion, pricing changes, and capital allocation decisions
• Support long-range planning (LRP) and multi-year financial projections, ensuring consistency across strategic narratives and financial outputs
• Serve as the primary FP&A partner for Business Development, supporting:
• Financial modeling for M&A, strategic partnerships, and commercial agreements
• Evaluation of investment returns, synergies, and integration scenarios
• Develop forward-looking forecasts and valuation models to support transaction diligence, board materials, and executive decision-making
• Assist in post-deal financial integration planning and performance tracking
• Lead monthly and quarterly variance analysis, translating results into clear insights on performance drivers
• Identify emerging trends, risks, and execution gaps, and proactively recommend corrective actions
• Elevate financial storytelling by connecting results to operational and strategic context
• Act as a key Pigment power user, owning or supporting:
• Model design and maintenance
• Forecasting workflows and version control
• Reporting structures and dashboards
• Partner with Finance leadership to enhance and scale Pigment, including new use cases, integrations, and model improvements
• Leverage advanced Excel/Google Sheets, Pigment, and emerging productivity tools (e.g., ChatGPT, scripting, workflow automation) to streamline reporting and analysis
• Improve data accuracy, speed, and scalability through automation and process redesign
• Act as a trusted financial advisor to Business Development and other functional leaders
• Demonstrate strong executive presence, with the ability to confidently interface with senior executive leadership and influence decisions through clear, data-driven insights
• Prepare and deliver executive-ready materials, including presentations and financial narratives for leadership meetings, investor discussions, and board reviews
• Communicate complex financial concepts clearly to non-finance stakeholders
• Support the Strategy team with financial analysis, market research, and competitive insights to inform long-term strategic initiatives
• Partner on deck-building and narrative development for executive, board, and investor presentations, ensuring alignment between strategy, financials, and messaging
• Assist with ad hoc strategic analyses related to new market entry, pricing strategy, partnerships, and corporate development
• Apply strong accounting fundamentals to ensure alignment between forecasts, actuals, and financial statements
• Partner with Accounting during close cycles to support accruals, explanations, and reporting integrity

Senior Financial Analyst, Strategic Finance, FP&A

Marketing

• Own and evolve the Serve Robotics brand identity ensuring consistency and quality across all channels.
• Translate brand strategy into clear visual systems guidelines and templates that scale.
• Collaborate with cross-functional partners across the organization to execute on-brand marketing materials.
• Design across wide range of deliverables (digital assets, print collateral, on-robot decals, etc).
• Ensure consistent, high quality design across all deliverables that bear our brand.
• Provide creative guidance and feedback to business partners and other designers as needed.

Senior Brand & Marketing Designer

• Lead the preparation, analysis, and maintenance of detailed financial models and forecasts to inform business decisions.
• Perform regular variance analysis and provide insights into budget versus actual results, identifying trends, risks, and opportunities.
• Develop and maintain dynamic scenario models to assess the financial impact of various business strategies and decisions.
• Leverage advanced Excel/Google Sheets and ChatGPT to automate and simplify complex reporting processes, ensuring higher efficiency and accuracy.
• Act as a trusted financial partner to business units, collaborating with cross-functional teams to understand their financial needs and deliver actionable insights.
• Prepare clear, concise, and insightful financial commentary to explain variances, trends, and forecasts to stakeholders at all levels.
• Apply solid knowledge of accounting principles to ensure the integrity of financial reporting and assist in closing processes.

Financial Analyst, FP&A

Procurement

• Own sourcing strategy for assigned categories, including delivery of annual cost savings and cost avoidance targets
• Lead RFPs, RFQs, and supplier evaluations using total cost of ownership analysis and financial modeling
• Deliver Finance-validated hard savings through pricing, scope, and commercial negotiations
• Increase spend under management by transitioning ad hoc purchasing to preferred suppliers and formal contracts
• Manage supplier relationships with ongoing tracking of pricing adherence, SLAs, on-time delivery, and quality
• Maintain high contract compliance within managed categories and reduce off-contract spend
• Reduce supplier concentration risk through vendor rationalization and dual sourcing where appropriate
• Identify and mitigate supplier continuity, financial, and operational risks
• Partner with Legal and Finance to structure, negotiate, and execute supplier contracts
• Actively manage renewals, expirations, and pricing escalators to prevent value leakage
• Negotiate payment terms that support cash flow and working capital objectives
• Partner with Finance and FP&A on budgeting, forecasting, and variance analysis for procurement-managed spend
• Quantify and report hard savings and cost avoidance using Finance-approved methodologies
• Support audit and compliance requirements through strong documentation and policy adherence
• Provide clear, data-driven procurement insights to leadership
• Design and improve procurement processes that scale with company growth while maintaining controls
• Improve requisition-to-PO and contract cycle times without compromising governance
• Drive adoption of procurement systems to improve policy compliance, data quality, and reporting accuracy
• Act as a strategic partner to Engineering, Operations, and other stakeholders on vendor strategy
• Challenge requirements or vendor selections that are not cost-effective or scalable
• Mentor junior team members as the procurement function grows

Senior Procurement Associate

Designer

• Develop high-quality visual assets across digital, print, robot advertising surfaces, sales enablement tools, media kits, one-sheets, and pitch materials.
• Collaborate with Sales, Marketing, Product, and cross-functional creative partners to ensure deliverables meet brand, strategy, and campaign objectives.
• Manage multiple projects in parallel, maintaining quality and meeting deadlines in a fast-turn environment.
• Ensure all client-facing content remains current, visually consistent, and aligned with brand standards.
• Support last-minute creative needs and urgent requests from internal stakeholders.
• Maintain and evolve Serve Robotics’ visual design system to ensure consistency across all channels.
• Provide art direction and creative recommendations to improve project outcomes, campaign pitches, and client deliverables.
• Coordinate and package final production files for internal teams, vendors, and clients, ensuring they are ready for use.
• Manage and organize digital asset libraries for easy access and version control.

Senior Graphics Media Designer

Paralegal

• Process equity grants, option exercises, stock transfers, and other equity transactions in accordance with applicable equity compensation plans and securities laws
• Assist with preparation and filing of SEC reports and forms, including Forms 3, 4, 5, S-8, and other securities compliance filings as required
• Manage and organize corporate governance documentation, including stock awards, option agreements and related equity documents
• Coordinate with transfer agents, stock plan administrators, and third-party service providers to facilitate equity administration processes and resolve discrepancies
• Support administration of equity compensation plans
• Prepare board resolutions, stockholder consents, and other board and stockholder materials related to equity issuances, option grants, and corporate actions
• Track and monitor compliance with federal and state securities laws, regulations, and filing deadlines to ensure timely and accurate submissions
• Support equity-related aspects of mergers, acquisitions, financing transactions, and due diligence activities by preparing and organizing relevant documentation
• Respond to inquiries from employees, stockholders, and external parties regarding equity matters, providing accurate information and guidance as appropriate
• Maintain accurate records, documentation, and reporting related to securities matters and equity administration activities