Senior Manager, Supply Chain Market Intelligence and Risk at IREN in San Francisco, CA

Job description

Job Type: Full-Time l Location: San Francisco, CA l Department: AI Infrastructure Supply Chain l Reporting to: Director, Supply Chain Governance, Risk and Intelligence | Work Location Type: #Hybrid IREN is a leading AI Cloud Service Provider, delivering large-scale GPU clusters for AI training and inference. IREN’s vertically integrated platform is underpinned by its expansive portfolio of grid-connected land and data centers in renewable-rich regions across the U.S. and Canada. The Senior Manager, Supply Chain Market Intelligence and Risk owns building and running IREN’s HPC supply chain frameworks for market intelligence, supply chain risk and cost management. Reporting to the Director, Supply Chain Governance, Risk and Intelligence, this individual contributor builds the frameworks the organization uses to read the market, size its supply exposure and understand what hardware should cost, and partners with the Technical Sourcing and Hardware Procurement managers to put them to work in live sourcing decisions. With 100% renewable energy, we build, own and operate our data centers and take pride in being at the forefront of sustainable solutions for the ever-evolving applications of high performance compute. We believe that human progress is invaluable, but it should be done in the right way - responsibly, sustainably and having a positive impact on the communities we operate in. Responsibilities Build and maintain IREN's HPC hardware market intelligence base, covering industry trends, pricing, lead times, capacity, allocation, etc. Partner with stakeholders to provide actionable insights and recommendations based on market intelligence. Publish a monthly market brief and quarterly category outlooks that Technical Sourcing, Hardware Procurement, Planning and Finance use to time buys, set budgets and plan builds. Track tariffs, export controls and trade policy affecting compute and networking hardware and quantify the cost and schedule impact. Develop and maintain the supply chain risk framework for HPC hardware: identify, score and track risks across suppliers, categories, geographies and programs. Partner with stakeholders to provide actionable insights and recommendations based on risk assessments. Run supplier financial-health and concentration monitoring, including single- and sole-source exposure and sub-tier dependencies. Support risk assessments for new strategic suppliers and major awards, and develop mitigation plans (dual sourcing, buffer stock, contractual protections, alternates) with the category owner. Build and test the supply disruption response playbook: early-warning triggers, escalation path, decision rights and communication. Develop, in partnership with Technical Sourcing, and maintain the cost management framework for HPC hardware: total-cost-of-ownership and should-cost models by category, the price benchmarks they draw on, and the rules for what counts as a saving, avoidance or cost increase. Partner with Technical Sourcing to program manage the development of a cost savings methodology and maintain the data inputs and framework for cost. Produce the risk, market and cost sections of the monthly supply chain scorecard and the quarterly review for the executive team and board. Partner with Data Engineering and Systems SMEs to build tools, dashboards, and AI-based solutions to report across risk, market intelligence, and cost. Requirements Bachelor's degree in Supply Chain Management, Engineering, Economics, Finance, Business, or a related field; MBA or advanced degree in a quantitative field preferred. 8+ years of progressive experience in supply chain, strategic sourcing, procurement analytics or supply risk management, with at least 3 years focused on market intelligence, cost management or risk, ideally at a hyperscaler, cloud provider, AI lab or AI infrastructure company. Hands-on experience sourcing or analyzing HPC and data center hardware: GPUs and accelerators, servers, storage, networking and o