Director, Commercial Planning

USA Rare Earth, LLC

Director, Commercial Planning overseeing integrated Sales & Operations Planning for USA Rare Earth’s business units. Facilitating commercial plans using consistent frameworks and rigorous analysis.

Posted 5/14/2026full-timeRemote • Texas • 🇺🇸 United StatesLeadWebsite

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Design, implement, and operate USAR’s monthly four-week S&OP cycle across all three business units — Mining (Round Top), LCM Metals (UK), and Magnets + Future Acquisitions.
Facilitate BU-level supply and demand reviews in Weeks 1–2, ensuring each BU ops and commercial team runs its own review on a shared calendar and common data template
Lead the Week 3 enterprise integration meeting: reconcile material balance across the mine-to-magnet chain, consolidate transfer pricing and margin, and flag cross-chain risks and decisions
Prepare and present the Week 4 executive S&OP package for CCO, CFO, and ELT. Partner with FP&A a monthly board operating report
Work closely with embedded supply chain managers in each BU to ensure data quality, on-time submission, and consistency of assumptions
Leverage AI tools heavily [e.g., Claude Enterprise] to automate data consolidation, scenario modelling, and draft package preparation, freeing the role to focus on analysis and decision support
Facilitate the development of commercial plans for each BU using consistent analytical frameworks: market sizing, competitive positioning, strategic options, financial modelling, and risk/downside scenarios
Build board-ready commercial planning packages with rigorous financial models co-developed with embedded FP&A resources in each BU
Maintain and synthesize market intelligence from Fastmarkets, Argus Media, ADAMAS Intelligence, and Benchmark Mineral Intelligence to anchor commercial assumptions in external data
Manage relationships with external advisors and industry specialists engaged on specific work streams
Work closely with Legal on contract structures, offtake terms etc.
Partner with Finance/CFO office on transfer pricing, margin modelling, and financial narrative for board presentations
Coordinate with BU commercial and sales leads to ground plans in customer pipeline reality and pricing feasibility
Prepare ELT and board-level materials that are analytically rigorous, visually clear, and decision-ready

Requirements

What you’ll need

MBA or equivalent advanced degree required
8–12 years of relevant experience, with a combination of management consulting (top-tier strategy or Big 4 strategy practice) and in-house commercial planning, S&OP, or business development
Demonstrated track record of building commercial or go-to-market plans from scratch in a resource-constrained environment
Experience presenting to senior executive and board-level audiences
Willingness to travel to USAR’s operating sites (Round Top TX, Serra Verde Brazil, Lacq France, UK, and Stillwater OK) as required
Deep understanding of S&OP process design and execution in a multi-site industrial or commodities business; experience running enterprise integration cycles across P&Ls
Strong commercial acumen with the ability to build, challenge, and communicate financial models — comfortable working alongside FP&A without being dependent on them
Experience developing go-to-market or commercial plans in a B2B industrial context; familiarity with offtake structures, pricing mechanisms, and long-term supply agreements
Excellent executive communication and storytelling skills — able to build board-ready presentations that translate complex commercial dynamics into clear decisions
Proficiency with leading AI tools (Claude, ChatGPT, Microsoft Copilot) as productivity multipliers for analysis, modelling, and document preparation
Advanced PowerPoint and Excel; familiarity with BI tools (Power BI, Tableau) a plus
Knowledge of rare earth, critical minerals, or energy transition supply chains preferred
Collaborative and low-ego operator — comfortable facilitating without directing, and influencing without authority across BU GMs and functional leaders

Benefits

Comp & perks

Health insurance
401(k) matching
Paid time off
Flexible work arrangements

ATS Keywords

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Hard Skills & Tools

S&OP process designfinancial modelingmarket sizingcompetitive positioningscenario modelingdata consolidationcommercial planningtransfer pricingrisk analysisbusiness development

Soft Skills

executive communicationstorytellingcollaborationinfluencing without authorityanalytical rigordecision supportpresentation skillsrelationship managementfacilitationcommercial acumen

Certifications

MBA