Full-Time

Materials Business Unit Head

SES AI

SES AI

51-200 employees

Li Metal batteries for EVs

Compensation Overview

$240k - $290k/yr

+ Equity/stock options program

Woburn, MA, USA

Hybrid

On-site/hybrid work in the Greater Boston area.

Category
Business & Strategy
Required Skills
Sales
Supply Chain Management
Forecasting
Product Management
Machine Learning
Quality Assurance (QA)
Robotics

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Requirements
  • 10–20+ years of experience in materials, chemicals, battery supply chain, electrolytes, or adjacent industries.
  • A strong business development and deal-making track record with original equipment manufacturers, Tier-1 companies, or chemical companies.
  • Experience in Japan and Korea markets.
  • Demonstrated profit-and-loss ownership.
  • Customer and factory-floor experience in a hands-on, first-principles operating environment.
  • Experience in a product- and technology-driven environment.
  • Excellent English proficiency.
Responsibilities
  • Own all sales and business development for the Materials Business Unit, including revenue, gross margin, cost structure, and the annual operating plan.
  • Develop and execute a one- to three-year strategy covering markets, partners, product priorities, and capacity needs.
  • Build annual and quarterly plans with Finance, Legal, and executive leadership.
  • Lead go-to-market strategy for electrolyte and key battery materials, driving growth with enterprise original equipment manufacturer, Tier-1, and chemical supplier customers.
  • Expand commercial relationships across Japan and Korea by leveraging existing networks and establishing new strategic partnerships.
  • Develop, negotiate, and close major supply, co-development, and licensing agreements.
  • Translate customer requirements into a prioritized materials research and development roadmap supporting energy storage system and drone cells.
  • Guide research and development teams and external partners to improve time-to-qualification and yield.
  • Establish pricing, packaging, commercial models, and contracting frameworks.
  • Create disciplined pipeline management and forecasting processes.
  • Partner with engineering and research and development teams to streamline technical-to-commercial handoffs.
  • Collaborate with Operations, Quality Assurance, and Environmental, Health, and Safety teams across global facilities.
  • Oversee joint-venture performance, governance, budgets, and key performance indicators.
  • Align sales and operations planning, capacity, supply chain, and materials flow with business-unit revenue goals.
  • Synchronize Materials Business Unit output with energy storage system and drone program milestones.
  • Ensure materials qualification aligns with testing timelines.
  • Build and lead a high-leverage hybrid team.
  • Recruit talent with strong Korean and Japanese chemical or electrolyte industry experience.
  • Foster a culture of energy, humility, learning, and first-principles thinking.
  • Represent SES at conferences and trade shows.
  • Develop external messaging, positioning, and collateral.
Desired Qualifications
  • Strong Japan and Korea industry networks in the chemical and electrolyte ecosystem.
  • Experience negotiating and closing major supply, co-development, and licensing agreements for electrolyte and battery materials.
  • Experience operating globally across the United States, Asia, and the European Union, including joint-venture governance and performance management.
  • Japanese or Korean language proficiency.

SES AI develops Lithium Metal batteries for electric transportation, including cars and aircraft, serving automotive manufacturers, aerospace players, and other industries needing high-performance power. Its Li Metal cells deliver higher energy density and longer range than traditional lithium-ion cells by using advanced chemistry, with revenue from battery sales, partnerships, and licensing. The company uses state-of-the-art testing bunkers and publishes data reports to share progress on materials, engineering, and manufacturing quality. Its goal is to help accelerate electric transportation by offering higher-energy-density batteries through direct sales, collaborations, and licensing agreements.

Company Size

51-200

Company Stage

IPO

Headquarters

Woburn, Massachusetts

Founded

2012

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Simplify Jobs

Simplify's Take

What believers are saying

  • Q2 2026 revenue reached $5.1 million, up over 40% year over year.
  • SES plans one million NDAA-compliant cells annually at Korea by Q4 2026.
  • ATG EPower and UZ Energy anchor revenue while materials customers progress into second-stage testing.

What critics are saying

  • A federal securities class action in Massachusetts targets January 2025 through March 2026 disclosures.
  • Five large drone prospects need 1.5 million cells, but deliverable capacity is 700,000-800,000.
  • FY26 revenue needs $18.2 million-$23.2 million in second half, a dangerous execution cliff.

What makes SES AI unique

  • SES AI couples battery materials discovery with commercial cell manufacturing and licensing.
  • Its Korea plant targets NDAA-compliant drone cells, using existing lithium-ion supply chains.
  • Molecular Universe 3.0 creates software-like differentiation beyond one battery chemistry.

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Benefits

Health Insurance

Dental Insurance

Life Insurance

401(k) Company Match

Paid Holidays

Paid Vacation

Employee Assistance Program

Growth & Insights and Company News

Headcount

6 month growth

-1%

1 year growth

0%

2 year growth

1%
Yahoo Finance
Aug 18th, 2026
SES AI posts 40% revenue growth in Q2, reaffirms $44.5M 2026 guidance

SES AI reported second-quarter 2026 results, with revenue growing over 40% compared to the same period last year. The battery technology company's gross margin improved from 18% to more than 22%, driven by what it described as differentiated technology and a robust supply chain. The company reaffirmed its 2026 revenue guidance of $30 million to $35 million. Founder and Chief Executive Officer Qichao Hu said the company has shifted focus from electric vehicles to energy storage systems and drone applications over the past year. Hu stated that SES AI is working to address challenges in energy storage by using artificial intelligence for materials development and building manufacturing supply chains. He described the second quarter as marking "significant commercial milestones" for the company.

Yahoo Finance
Aug 12th, 2026
SES AI Q2 revenue up 40% to $5.1M as company shifts focus to energy storage and drones

SES AI reported second-quarter revenue of $5.1 million, up more than 40% year-over-year, whilst reaffirming full-year guidance of $30 million to $35 million. The company's gross margin improved to 22.6% from 18.1% in the first quarter, though net loss widened to $17.8 million. The battery developer expects its Korea facility to reach annualised production of 1 million NDAA-compliant drone cells in the fourth quarter. SES signed an agreement to develop battery packs for Doroni's H1-X eVTOL aircraft. Energy storage systems represented more than 70% of first-half revenue. The company is expanding into AI-driven materials discovery through its Molecular Universe 3.0 platform and sees potential growth in data-centre energy storage applications.

Yahoo Finance
May 10th, 2026
SES AI gets $1.40 price target, reaffirms $30M-$35M revenue guidance

SES AI Corporation saw its price target raised by Deutsche Bank from $1.30 to $1.40, with the firm maintaining a Hold rating. The adjustment followed the company's Q1 2026 earnings call, where SES reported revenue of $6.7 million. During the call, analysts questioned management about a $20 million distribution agreement with ATGE Power and the company's fiscal year revenue guidance of $30 million to $35 million. SES confirmed that Energy Storage Systems will be the primary revenue contributor, ahead of drones and materials. Founded in 2012 and headquartered in Massachusetts, SES develops AI-enhanced lithium-metal batteries for electric vehicles, energy storage systems and urban air mobility applications.

Yahoo Finance
May 8th, 2026
SES AI revenue surges 929% to $21M, Cantor maintains $4 target on new $20M distribution deal

SES AI Corporation has raised its revenue 929% over the past year to $21 million, prompting Cantor Fitzgerald analyst Derek Soderberg to reiterate his Overweight rating and $4 price target. The battery technology company reported Q1 FY2026 revenue of $6.7 million, up 47% quarter-on-quarter, driven by its Energy Storage Systems segment. The company posted a non-GAAP loss of $0.03 per share, meeting analyst expectations. SES recently secured a three-year distribution agreement with ATG EPower worth approximately $20 million for North American energy storage products. Soderberg highlighted growing interest in SES's AI-powered Molecular Universe unit, which discovers new battery materials. About six customers have progressed to second-phase testing of MU-discovered materials, signalling commercial traction beyond core operations.

Yahoo Finance
Apr 25th, 2026
SES AI appoints new CFO as it reaffirms $30M-$35M 2026 revenue guidance

SES AI Corporation has announced a CFO transition, with Jing Nealis stepping down on 27 April 2026 and Yi "Ray" Liu taking over. CEO Qichao Hu credited Nealis for her contributions during the company's shift from development to revenue generation across three business units. The company reported strong momentum in its energy storage systems business, with first-quarter results expected to exceed expectations driven by UZ Energy execution and commercial energy storage demand. SES AI reaffirmed its 2026 revenue guidance of $30 million to $35 million, with contributions from energy storage systems, drones and advanced materials. The company develops AI-enhanced lithium metal and lithium-ion battery technologies for various applications and continues focusing on financial discipline and its capex-light business model.