Kodiak AI, Inc. (Nasdaq: KDK), founded in 2018, is a leader in Physical AI, developing driverless technology that powers machines that move. Its Kodiak Driver is a vehicle-agnostic autonomous driving system that combines AI-powered software with modular hardware. Today it operates in long-haul trucking, industrial trucking, and defense. In 2024, Kodiak launched commercial Driver-as-a-Service operations with no one in the cab, and plans to launch driverless long-haul service between Dallas and Houston by the end of 2026.

Kodiak has partnered with many of the biggest names in freight, including Bosch for scaled hardware production, AWS, and leading customers including Atlas Energy Solutions, IKEA, Bridgestone, Werner Enterprises, C.R. England, Roehl Transport, and General Dynamics Land Systems.

About the Company

Kodiak Robotics, Inc. was founded in 2018 and has become a leader in autonomous ground transportation committed to a safer and more efficient future for all. The company has developed an artificial intelligence (AI) powered technology stack purpose-built for commercial trucking and the public sector. The company delivers freight daily for its customers across the southern United States using its autonomous technology. In 2024, Kodiak became the first known company to publicly announce delivering a driverless semi-truck to a customer. Kodiak is also leveraging its commercial self-driving software to develop, test and deploy autonomous capabilities for the U.S. Department of Defense.

About the Role

We are looking for a Director of Supply Chain to manage and scale our end-to-end supply chain function. This is a high-impact leadership role responsible for planning, procurement, inventory management, contract manufacturing, warehouse operations, and supply chain finances and compliance. While driving the supply chain for all suppliers, they will strongly partner with Kodiak’s Partnership team, which owns strategic relationships with key OEMs and Tier 1 suppliers. This leader will be accountable for establishing a robust supply chain control environment, ensuring real-time visibility into material status, and enabling accurate tracking of purchases through allocation to specific vehicle builds. You will build the processes, team, and infrastructure needed to take us from producing tens of finished units per year to hundreds and ultimately thousands—while driving continuous cost reduction and operational excellence. This role requires a hands-on leader with demonstrated experience successfully operating in a public company environment, including strong partnership with Accounting and Finance to support compliance, audit readiness, and accurate financial reporting (including CIP accounting). This role also requires a high level of responsiveness and ownership, with the ability to quickly identify, communicate, and resolve supply chain issues.

Key Responsibilities

Supply Chain Strategy & Leadership

Own end-to-end supply chain strategy, performance, and risk management across a multi-tiered, outsourced manufacturing model
Build and lead a high-performing supply chain organization spanning planning, procurement, inventory management, and manufacturing/contract manufacturer oversight
Develop and execute the roadmap to scale supply chain operations from low-volume to high-volume production
Serve as the primary supply chain interface with Finance, Accounting, Engineering, Operations, and Commercialization teams
Establish and enforce a strong internal control environment across all supply chain activities, including procurement, inventory tracking, and vendor management
Drive accountability, responsiveness, and execution rigor across the supply chain function, setting clear expectations for communication and delivery
Drive a culture of continuous improvement, leveraging Lean, Six Sigma, or equivalent methodologies to improve quality, reduce lead times, and eliminate waste

Planning & Demand Management

Lead S&OP (Sales & Operations Planning) and demand planning processes to align supply with customer commitments and sales forecasts