AI Deployment Strategist

Fulcrum; San Francisco (CA); On-site; USD 140,000 - 180,000; Full time

Job summary

Fulcrum, a San Francisco-based AI platform for insurance brokerages, seeks an AI Deployment Strategist to guide the top 100 brokerages through transformation, ensuring successful deployment, adoption, and integration into core workflows.

You will work with forward-deployed engineers and executives to translate broker needs into solutions, drive ROI, and expand Fulcrum’s footprint across enterprise accounts.

Qualifications

• 4–8 years of experience in management consulting, technical account management, solutions engineering, insurance brokerage operations, or AI/SaaS deployment roles.
• Technical fluency and ability to scope integrations with engineers without coding.
• Proven track record delivering complex, multi-stakeholder rollouts on time.
• Strong stakeholder management with senior executives.
• Excellent communication and ability to translate technical concepts for business audiences.
• Bias toward action in ambiguous environments.

Responsibilities

• Trusted Advisor: serve as primary contact for enterprise brokerage partners through rollout, adoption, and integration.
• AI Transformation Leadership: shape AI strategies that modernize how brokers market, service, and grow accounts.
• Customer Implementations: manage deployment lifecycle for enterprise accounts, including integration with AMS/CRM and document repositories.
• Product Translation: translate broker needs into product requirements with forward-deployed engineers.
• Partner with Forward-Deployed Engineers: configure Fulcrum for diverse customer environments, including data integrations and automation.
• Strategic Business Reviews: lead executive-level ROI reviews and drive expansion.
• Cross-Functional Collaboration: align customer, Sales, Product, and Engineering for rapid iteration.
• Training & Adoption: enable CSRs and executives to maximize platform impact.

Skills

Technical fluency

Customer implementation

Stakeholder management

Analytical thinking

Communication

Bias toward action

Job description

About Fulcrum

The $1.5 trillion insurance industry is powered by brokers. Every business needs insurance, and the brokerage industry is hamstrung by account management capacity. Account managers are constantly pulled in multiple directions—keying information into systems, chasing documents, doing mundane work—rather than focusing on the client interactions that actually matter. Most brokerages either outsource this work or grind through it manually.

We’re building an AI platform to automate this insurance drudgery. Our platform already saves customers thousands of hours and millions of dollars every year. Our customers love the product— we have deep penetration within enterprise brokerages and genuinely enjoy making our customers’ lives better. We just raised our Series A and are just getting started.

Why Fulcrum

• Rocket-ship growth. We’ve achieved multiple seven figures in ARR in just over a year, serving large enterprise clients including 30% 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.

About the Role

As an AI Deployment Strategist at Fulcrum , you will work directly with our largest customers — the top 100 insurance brokerages — to guide them through AI transformation. You’ll be responsible for ensuring the successful deployment, adoption, and integration of Fulcrum into core brokerage systems and workflows.

This is a customer-facing and product-facing role. You will serve as a trusted advisor to brokerage executives and teams, while also working hand-in-hand with Fulcrum’s forward-deployed engineers and product managers to translate broker needs into solutions. Your success will be measured by how effectively you drive adoption, deliver measurable business value, and expand Fulcrum’s footprint across enterprise accounts.

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.

Preferred Experience

• 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.

What we offer

• Competitive salary.

• Full health, dental & vision.

• High-ownership, high-trust culture with lightning-fast executors.

• Regular team off-sites, dinners, and an office stocked for builders.