S

SES AI

Li Metal batteries for EVs

Technical Product Manager

Full-TimeUpdated on 10/23/2026
$200k - $225k+ Equity/stock options
Mid
PhD
Woburn, MA, USA
HybridOn-site/hybrid work in Greater Boston (Woburn, MA).
ProductTechnical Product Management

About the job

Requirements
  • A Ph.D. in Computational Chemistry, Computational Materials Science, or a related quantitative field.
  • Deep technical literacy in Computational Chemistry, including proficiency in DFT and MD simulations for materials analysis.
  • Proven experience as a science-literate Product Manager overseeing the full software product lifecycle, specifically in the AI4Science or Materials Informatics space.
  • Demonstrated experience defining and managing complex roadmaps and coordinating across research, engineering, and materials organizations.
  • Experience working with ML force-field models and other AI molecular modeling techniques.
Responsibilities
  • Define the product vision and manage the roadmap for AI-for-materials software, ensuring alignment across the organization.
  • Translate complex scientific research and user needs into clear, customer-driven requirements for engineering and research teams.
  • Oversee AI-for-materials software and research coordination, managing cross-functional deliverables and maintaining feature velocity.
  • Bridge scientific research and engineering by defining how findings from DFT/MD simulations are integrated into a scalable, usable platform.
  • Identify opportunities to leverage ML force-field models and AI molecular modeling to accelerate battery electrolyte design and performance.
  • Define requirements that support platform usability and scaling for both the deep research community and material production teams.
  • Drive cross-functional alignment and execution across Computational Chemistry research, core Engineering, and experimental Materials teams.
Desired Qualifications
  • Emphasis on computational electrolyte design or interfacial chemistry.
  • Previous experience in relevant high-tech organizations such as Cusp.ai, XtalPi, scientific computing startups, or established AI4Science product teams.
  • Familiarity with computational tools and modeling related to other materials science domains, such as aerospace thermal-barrier coatings or thermodynamics modeling in solar-cell materials.
  • A track record of bridging scientific research outputs with platform usability and scaling in a production environment.

About the company

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's Take

What believers are saying

  • Q2 2026 revenue grew 40%, and management reaffirmed $30 million-$35 million guidance.
  • SES expects Korea capacity to reach 1 million drone cells annually by Q4 2026.
  • ATG EPower distribution and UZ Energy ESS demand now drive revenue growth.

What critics are saying

  • A March 4, 2026 securities class action alleges inflated prospects and fake revenue.
  • Q2 revenue still depends on a tiny customer base; any slippage misses guidance fast.
  • If drone orders stall, SES burns cash without scale, risking dilution or bankruptcy.

What makes SES AI unique

  • SES AI’s Chungju, South Korea line produces NDAA-compliant drone cells for defense customers.
  • Molecular Universe 3.0 sells AI-driven materials discovery alongside batteries and subscriptions.
  • 2026 pivot to ESS and drones leverages existing lithium-metal manufacturing know-how.

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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

6 month growth

0%

1 year growth

1%

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.