Director, EDG Commercial Development (Thermal)
Leads origination, development, and execution of GW-scale thermal energy projects to power AI compute campuses, including PPA negotiations, deal structuring, and market analysis. Requires 8+ years in energy with thermal asset expertise.
About the job
What You'll Be Working On
AI Infrastructure Enablement
- Work directly with internal technical teams and external partners to site, design, and deliver power and land to energy-intensive AI compute deployments, including high-density GPU data centers.
Strategic Project Development
- Define and deploy strategic frameworks for new project development, primarily within the US.
Deal Execution & Leadership
- Develop and execute fast-paced, highly complex energy and real estate deals from start to finish. Act as the central point ("quarterback") to drive these deals to completion.
Cross-Functional Collaboration
- Partner with cross-functional teams to ensure alignment with company goals and market needs.
Market & Regulatory Analysis
- Analyze regulatory and policy developments impacting the energy and AI industries, and recommend proactive adjustments to business strategies based on market intelligence.
Power Sourcing & Market Research
- Develop and implement comprehensive power sourcing strategies to reduce overall LCOE focused on thermal resources. Evaluate energy market dynamics, nodal pricing, and dispatch economics to optimize procurement timing and structure. Conduct market research to identify and capitalize on emerging opportunities.
Relationship Management
- Build and maintain strong relationships with thermal asset project owners, brokers, Independent Power Producers (IPPs), and AI workload end users.
Contract Negotiation & Structuring
- Lead negotiation and structuring of power purchase agreements and real estate agreements needed to build HPC data centers, including complex commercial frameworks such as physical and financial hedges, tolling agreements, and behind-the-meter configurations for thermal resources. Experience structuring agreements that incorporate or accommodate CCS infrastructure is a plus.
Interconnection & Tax Abatement
- Lead interconnection submittals and approvals for data center load, and lead property tax abatement negotiations.
Compliance & Financial Alignment
- Work closely with legal and financial teams to ensure compliance with regulatory requirements and financial objectives.
What You'll Bring to the Team
Energy Industry Experience
- 8+ years of experience in the energy industry, specifically in thermal asset project development, financing, and/or origination roles.
Power Marketing & PPA Negotiation
- Proven experience in power marketing and PPA negotiation for thermal resources, including utility-scale agreements with IPPs and utilities.
Thermal Asset Expertise
- Strong understanding of thermal power generation (natural gas), including heat rates, fuel supply logistics, dispatch economics, and the structuring of complex commercial frameworks such as physical and financial hedges, tolling agreements, and behind-the-meter configurations. Familiarity with carbon capture and storage (CCS) as a complement to thermal development is a plus.
Market & Regulatory Understanding
- Strong understanding of U.S. energy markets and the regulatory environment, including ISO/RTO market rules, nodal pricing dynamics, and the evolving regulatory landscape for large-load energy consumers. Familiarity with ERCOT is a plus.
AI Compute or Data Center Experience (Preferred)
- Deep interest in AI workloads and experience working with AI infrastructure providers, hyperscalers, or compute developers is a strong plus.
Key Skills
- Excellent negotiation, strategic thinking, and leadership skills, with the ability to mentor and informally guide junior team members.
- Demonstrated ability to work cross-functionally and influence without direct authority.
Education
- Relevant degree in Business, Economics, Engineering, or a related field.
Bonus Points
- Growth Mindset: Curious, eager, tenacious, and a quick learner.
- Adaptability: Thrives in a fast-paced, dynamic environment where the industry changes quickly and goals evolve in real-time.
- Project Leadership: Highly organized with strong interpersonal and project management skills to drive complex deals to completion.
Benefits
- Competitive compensation
- Restricted Stock Units
- Paid time off & paid holidays
- Comprehensive health, dental & vision insurance
- Employer contributions to HSA account
- Paid parental leave
- Paid life insurance, short-term and long-term disability
- Professional development & tuition reimbursement
- Mental health & wellness support
- Commuter benefits (parking & transit)
- Cell phone stipend
- 401(k) Retirement plan with company match up to 4% of salary
- Volunteer time off
Compensation Range
- Up to $190,000 - $230,000 + Bonus. Restricted Stock Units are included in all offers. Compensation to be determined by the applicant's knowledge, education, and abilities, as well as internal equity and alignment with market data.
Skills
Ppa Negotiation, Power Purchase Agreements, Thermal Power Generation, Natural Gas, Carbon Capture And Storage, Iso/Rto Markets, Nodal Pricing, Ercot, Power Marketing, Tolling Agreements, Behind-The-Meter, Interconnection, Project Development, Energy Markets, Dispatch Economics
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