About the Role

About Fulcrum

• Rocket-ship growth. We’ve grown 5× in the last six months—and accelerating.
• Extreme ownership. You’ll work directly with enterprise users and ship end-to-end products that save them hours every week.
• Bleeding-edge problems, real impact. Tackle tough AI and product challenges whose wins show up immediately in customer workflows.
• In-person collaboration. Join a lean, staff-level team (ex-Affirm, Uber, DoorDash, McKinsey) working side-by-side in San Francisco; we believe the best ideas are fostered in an in-person environment.
• Top-of-market rewards. Competitive base salary plus meaningful founding-team equity.

What You’ll Do

• Own Customer Implementations: Manage the full deployment lifecycle for enterprise accounts — from scoping custom requirements and designing rollout plans to coordinating technical integration with internal systems (AMS, CRM, document repositories).
• Drive Adoption at Scale: Develop and execute change management strategies that ensure teams actually use Fulcrum. Train CSRs, producers, and leadership; create workflows and playbooks; monitor usage and intervene where adoption lags.
• Translate Business Needs into Technical Requirements: Immerse yourself in brokerage workflows (renewals, remarketing, submissions, policy servicing) to identify automation opportunities. Work closely with forward-deployed engineers to translate these into scoped, implementable solutions.
• Partner with Forward-Deployed Engineers: Collaborate daily with engineering teams to configure Fulcrum for unique customer environments — whether that's custom data integrations, workflow automations, or specialized AI models.
• Serve as Trusted Advisor: Act as the primary strategic contact for enterprise customers. Guide executives and operations leaders through AI transformation, helping them reimagine processes and unlock new capabilities.
• Measure and Communicate Impact: Quantify ROI through metrics like hours saved, throughput increases, error reduction, and revenue impact. Lead quarterly business reviews with executives to showcase value and identify expansion opportunities.
• Feedback Loop to Product: Synthesize patterns across deployments to surface product gaps, feature requests, and opportunities for platform improvement. Influence roadmap decisions based on frontline customer insights.

Who You Are

• 4–8 years of experience in one or more of: management consulting, technical account management, solutions engineering, insurance brokerage operations, or AI/SaaS deployment roles.
• Technical fluency: Comfortable working alongside engineers to scope integrations, troubleshoot technical issues, and understand system architecture. You don't need to code, but you can speak the language.
• Customer implementation expertise: Proven track record managing complex, multi-stakeholder rollouts — coordinating across customer teams, internal engineering, and product to deliver on time and drive adoption.
• Strong stakeholder management: Able to build trust and influence with senior executives, while also rolling up your sleeves with frontline teams to understand day-to-day pain points.
• Analytical and impact-driven: Skilled at defining success metrics, tracking progress, and translating technical capabilities into business outcomes.
• Bias toward action in ambiguity: Thrives in fast-moving environments where requirements aren't always clear and solutions need to be invented, not just implemented.
• Excellent communicator: Can translate complex technical concepts for business audiences and articulate business needs for engineering teams. Comfortable leading executive presentations and workshops.

• Background in insurance brokerage (operations, client service, technology) or insurtech
• Exposure to AI/ML product deployments or automation platforms
• Experience with enterprise integrations (APIs, data pipelines, AMS/CRM systems)
• Prior work in a deployment strategist, solutions consultant, or forward-deployed role at a technical company