Senior Investor Relations Manager

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.

We’re seeking a Senior Manager, Investor Relations to lead, shape and communicate Kodiak’s investment narrative to the global investor community. This role is ideal for an experienced IR or capital markets professional who thrives in a dynamic, fast-paced environment and wants to help build a best-in-class investor relations function at a company operating at the forefront of AI, autonomy, and logistics.

This role will report to our CFO, and will work closely with senior leadership—including the CEO, and functional leaders across the business—to articulate Kodiak’s performance, strategy, and vision to institutional investors and equity research analysts. You’ll play a central role in earnings preparation, investor days, conferences, and ongoing investor engagement, while also serving as a trusted internal voice of the market to leadership.

In this role, you will:

Investor Relations Strategy & Storytelling

• Help lead all aspects of Kodiak’s investor relations program and evolve into a trusted company spokesperson.
• Develop clear, compelling investor-facing messaging and communication materials around financial performance, strategy, partnerships, technology roadmaps, and other key company milestones.
• Translate complex technical and financial concepts into simple, impactful narratives for both technical and non-technical audiences.
• Ensure tight alignment of IR messaging with Kodiak’s brand, product strategy, and long-term vision in autonomy and defense.

Earnings, Events & External Engagement

• Drive preparation for quarterly earnings and key investor communications (as applicable), including earnings scripts, Q&A documents, investor presentations, and supporting materials.
• Help manage investor relations events: earnings calls, conferences, non-deal roadshows, virtual and in-person investor meetings, and the annual shareholder meeting.
• Support proactive investor targeting strategies, including outreach, conference participation, and ongoing relationship-building with current and prospective shareholders.
• Build and maintain strong relationships with institutional investors and sell-side analysts, serving as a responsive and credible point of contact.

Financial Analysis & Market Intelligence

• Build and maintain external consensus models, valuation analyses, trading/ownership dashboards, and benchmarking versus relevant peers across AI, autonomy, transportation, and defense tech.
• Monitor and synthesize market trends, investor sentiment, competitor developments, and macro factors; distill insights and recommendations for senior leadership.
• Partner with Finance and FP&A to ensure consistency between internal planning, external guidance (as applicable), and investor messaging.
• Support preparation of materials for the Board of Directors and internal leadership related to investor feedback, market perception, and capital markets dynamics.

Cross-Functional Partnership & Operations

• Collaborate closely with Finance, Legal, Communications/Marketing, Product, Engineering, Operations, and People teams to ensure aligned and accurate external messaging.
• Maintain and continuously improve IR tools and resources, including the investor relations website, CRM systems, calendars, and internal databases.
• Help develop and refine IR policies, processes, and KPIs that meet or exceed public-company standards of governance, transparency, and compliance.
• Serve as a thought partner to the CFO on evolving best practices in investor relations, disclosure, ESG, and market engagement.

What you’ll bring:

• 8+ years of progressive experience in investor relations, equity research, investment banking, private equity, or buy-side investing, ideally with exposure to technology, automotive, transportation, or defense sectors.
• Strong understanding of financial statements, valuation methodologies, capital markets, and the drivers of long-term shareholder value.
• Demonstrated ability to build and maintain relationships with institutional investors and sell-side analysts.
• Exceptional written and verbal communication skills, including the ability to craft compelling narratives and presentations for executive-level and external audiences.Proven ability to synthesize complex technical and financial topics into clear, concise, and credible messages.
• High degree of comfort working cross-functionally in a fast-paced, high-growth environment with evolving priorities.
• Strong analytical and modeling skills in Excel or similar tools; ability to interpret and challenge consensus estimates and peer benchmarks.
• High integrity, sound judgment, and sensitivity to confidential information.
• Bachelor’s degree in Finance, Economics, Business, Engineering, or a related field; MBA or CFA a plus.

What we offer:

• Competitive compensation package including equity and annual bonuses
• Excellent Medical, Dental, and Vision plans through Kaiser Permanente, Cigna, and  MetLife (including a medical plan with infertility benefits)
• MetLife Legal Services, Identity & Fraud Protection, Hospital Indemnity Insurance, Accident Insurance, & Critical Illness Insurance
• Flexible PTO, 10 paid holidays, and generous parental leave policies
• Our office is centrally located in Mountain View, CA
• Office perks: dog-friendly, free catered lunch, a fully stocked kitchen, and free EV charging
• Long Term Disability, Short Term Disability, Life Insurance
• Wellbeing Benefits - Headspace through Cigna, Calm through Kaiser, One Medical, Gympass, Spring Health through Cigna, Rula (mental health navigation) 
• Fidelity 401(k)
• Commuter, FSA, Dependent Care FSA, HSA
• Various incentive programs (referral bonuses, patent bonuses, etc.)