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Capacity Strategy & Operations Lead

200k – 240kSan Francisco, CABusiness OperationsHybrid5+ YOE
Summary

Own end-to-end capacity planning for GPU infrastructure, translating customer commitments and growth forecasts into supply requirements while coordinating across Sales, SRE, Finance, and vendors.

About the role

Responsibilities

  • Own the capacity planning process end to end: intake, triage, prioritization, fulfillment tracking, and post-mortem learnings
  • Translate customer commitments, sales pipeline, and infrastructure growth targets into concrete GPU demand forecasts across regions, GPU types, and timelines
  • Partner with Finance to model capacity scenarios, evaluate new supply opportunities, and support CapEx decision-making
  • Work closely with the Capacity Acquisition team to align supply procurement with forward demand, flagging gaps and risks early
  • Coordinate cross-functionally across Sales, SRE, and Infrastructure teams to resolve capacity conflicts and ensure customer commitments are honored
  • Build and maintain the operational cadence that keeps capacity planning structured, visible, and free of ad-hoc Slack chaos
  • Develop reporting and dashboards that give leadership a real-time view of capacity health, utilization trends, and risk exposure
  • Identify recurring operational gaps in the capacity lifecycle and drive process improvements that reduce toil and improve reliability

Requirements

  • 5+ years of experience in strategy, operations, consulting, finance, or a similarly analytical and execution-oriented role
  • Demonstrated ability to own complex, cross-functional processes with multiple stakeholders and competing priorities
  • Strong quantitative and modeling skills — comfortable building demand forecasts, scenario analyses, and capacity models from scratch
  • Excellent communication skills, with a track record of distilling ambiguous situations into clear recommendations for senior leadership
  • High ownership mindset: you identify what is broken, build the fix, and follow through until it is working
  • Operates well under pressure and in ambiguous, fast-moving environments where the playbook does not yet exist

Nice to Have

  • Familiarity with GPU infrastructure, cloud platforms, or AI/ML ecosystem
  • Experience in a high-growth startup or Series B+ environment where operational processes were being built from scratch
  • Exposure to vendor or partner management, particularly in hardware, cloud, or infrastructure contexts

Benefits

  • Competitive compensation, including meaningful equity
  • 100% coverage of medical, dental, and vision insurance for employee and dependents
  • Flexible PTO policy including company wide Winter Break (our offices are closed from Christmas Eve to New Year's Day!)
  • Paid parental leave
  • Fertility and family-building stipend through Carrot
  • Company-facilitated 401(k)
  • Exposure to a variety of ML startups, offering unparalleled learning and networking opportunities
Skills
capacity planningdemand forecastingsupply chain managementfinancial modelingcross-functional coordinationdata analysisdashboard developmentprocess improvementvendor managementGPU infrastructure
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