About the Role

What You’ll Do

• Trusted Advisor: Serve as the primary point of contact for enterprise brokerage partners, guiding them through rollout, adoption, and integration of Fulcrum.
• AI Transformation Leadership: Partner with executives and operations leaders to shape AI strategies that modernize how brokers market, service, and grow accounts.
• 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).
• Product Translation: Synthesize broker needs into product requirements; work closely with forward-deployed engineers to design and implement 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.
• Strategic Business Reviews: Lead executive-level reviews, quantifying ROI and driving account expansion.
• Cross-Functional Collaboration: Bridge the gap between customer stakeholders, Sales, Product, and Engineering, ensuring smooth implementations and rapid iteration.
• Training & Adoption: Enable CSRs, producers, and executives to get the most out of Fulcrum’s platform, ensuring sustained adoption and impact.

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