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About the Role
This role brings structure and quantitative rigor to the rapidly growing AI compute market. You will size addressable demand, recommend deployment strategies, forecast monetization, and build the financial case for capital decisions that will shape the business.
Responsibilities
- Size the total addressable market for AI compute, assessing demand drivers and trends.
- Evaluate industry-wide data center and power supply capacity against demand.
- Build and maintain long-term forecasts for AI compute and power capacity demand.
- Track shifts in customer segments and their implications for the business.
- Recommend deployment mixes (Colo, owned builds, modular) for different segments.
- Develop pricing forecast models using signals like demand volatility and supply-chain constraints.
- Track forecast accuracy and explain deviations.
- Build the financial case for portfolio-level build-ahead vs. build-to-order tradeoffs.
- Create materials for the CFO, Board, and executive audiences summarizing market view and scaling strategy.
Requirements
- 7+ years in demand planning, supply/capacity planning, or quantitative finance.
- Experience in cloud infrastructure, data centers, semiconductors, or a similar capital-intensive, forecast-driven business is ideal.
- Strong financial modeling skills and ability to build credible market views with incomplete data.
- Familiarity with statistical forecasting tools and techniques (e.g., time series, regression, scenario modeling).
- Experience synthesizing external market and competitive information with internal deal-level data.
- Outstanding written and verbal communication skills, with a track record of influencing senior decision-makers.
- Bachelor's degree in Finance, Economics, Math, or a related analytical field.
- MBA or Masters in Analytics is a plus.
- Domain expertise in AI Infrastructure is a plus.
- Experience with SQL and/or BigQuery is a plus.
Skills
- Demand Planning
- Supply Planning
- Capacity Planning
- Quantitative Finance
- Financial Modeling
- Statistical Forecasting
- Time Series Analysis
- Regression Analysis
- Scenario Modeling
- Market Analysis
- Competitive Analysis
- Data Synthesis
- Written Communication
- Verbal Communication
- SQL
- BigQuery
Location
- Remote
Work Type
- Full-time
Experience Level
- 7+ years
Education Level
- Bachelor's degree in Finance, Economics, Math, or a related analytical field
- MBA or Masters in Analytics a plus
Salary/Compensations
- $195,000-$235,000 + Bonus
Benefits
- Competitive compensation and equity packages
- Restricted Stock Units
- Paid time off, paid holidays & leave of absence programs
- 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
- Global travel insurance & emergency assistance
- Daily meals allowance
- Additional perks & programs specific to location
About the Company
- Crusoe is on a mission to accelerate the abundance of energy and intelligence.
- We are the only vertically integrated AI infrastructure company built from the ground up, owning and operating each layer of the stack.
- We power the world's most ambitious AI workloads.
- We are building the future, faster, by solving the power bottleneck for AI compute with an energy-first approach.
- We are looking for problem-solving, opportunity-finding teammates with a sense of urgency.
- We believe in the scale of our ambition and thrive on a path not fully paved.
- We offer the opportunity to grow careers alongside experts across energy, manufacturing, data center construction, and cloud services.
- Join us to do the most meaningful work of your career, help customers advance their AI strategies, and be part of a high-performing team.
Equal Opportunity
- Crusoe is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, disability, genetic information, pregnancy, citizenship, marital status, sex/gender, sexual preference/ orientation, gender identity, age, veteran status, national origin, or any other status protected by law or regulation.