About Fulcrum

Why Fulcrum

• Rocket-ship growth. We’ve achieved multiple seven figures in ARR in just over a year, serving large enterprise clients including 25% of the top 50 brokers in the country.
• 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

• 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