AI Deployment Strategist

Fulcrum, Inc.; San Francisco, Northern (CA, KY); Hybrid; USD 180,000 - 250,000; Full time

Benefits offered by this job

Competitive salary + meaningful equity

Full health, dental & vision

Office in San Francisco

Job summary

Fulcrum, Inc. is building an AI platform to automate insurance brokerage drudgery.

As an AI Deployment Strategist, you will work with the top 100 brokerages to guide AI transformation and ensure deployment, adoption, and integration into core brokerage systems and workflows. This is a customer- and product-facing role where you serve as a trusted advisor to executives and operations teams while collaborating with forward-deployed engineers and product managers to translate broker needs into

Qualifications

• 4–8 years of experience in management consulting, technical account management, solutions engineering, insurance brokerage operations, or AI/SaaS deployment roles.
• Technical fluency: comfortable working with engineers to scope integrations and understand system architecture.
• Customer implementation expertise: proven track record managing complex, multi-stakeholder rollouts.
• Strong stakeholder management: build trust with senior executives and frontline teams.
• Analytical and impact-driven: define success metrics and translate capability into business outcomes.
• Bias toward action in ambiguity: thrive in fast-moving environments with unclear requirements.
• Excellent communicator: translate tech concepts for business and lead exec presentations

Responsibilities

• Trusted Advisor: primary contact for enterprise brokerage partners guiding rollout, adoption, and integration of Fulcrum.
• AI Transformation Leadership: shape AI strategies for brokers to modernize marketing, service, and growth.
• Customer Implementations: manage deployment lifecycle from scoping to integration with internal systems (AMS, CRM, document repositories).
• Product Translation: convert broker needs into product requirements with forward-deployed engineers.
• Partner with Forward-Deployed Engineers: configure Fulcrum for customer environments with data integrations and automation.
• Strategic Business Reviews: lead executive reviews, quantify ROI, drive expansion.
• Cross-Functional Collaboration: align customer, Sales, Product, and Engineering for smooth implementations.
• Training & Adoption: enable CSRs, producers, and executives to maximize platform value.

Skills

Technical fluency

Customer implementations

Stakeholder management

Analytics & impact

Bias toward action

Communication

Tools

APIs

AMS/CRM integrations

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.

#LI-FC1

Our Team and Philosophy

• Builders at heart. You don't wait for a process to exist—you create it, refine it, and own it.

• Bias toward action. You have an internal sense of urgency. You'd much rather get something done today than tomorrow.

• Owners, not renters. You treat the company's money and decisions like your own. You hold yourself accountable to outcomes, not just outputs.

• Ambitious about the opportunity. You're excited about building the defining AI company in the insurance industry—and you understand that great finance is a competitive advantage.

What We Offer

• Competitive salary + meaningful equity.

• Full health, dental & vision.

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

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