Insurance AI Solutions Consultant

Fulcrum Technologies, Inc.; San Francisco (CA); On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

Competitive salary

Equity

Health insurance

Team off-sites

Job summary

Fulcrum Technologies, Inc. is seeking an Insurance Solutions Consultant in San Francisco to bridge sales, product, and customers, shaping how we sell and deliver insurance-focused value.

You will lead discovery calls, tailor demonstrations, translate needs into executable designs, and collaborate with Product to influence roadmap.

Join a fast-growing team building AI for the insurance industry, with equity and an in-person, high-ownership culture.

Qualifications

• 5–7+ years in the insurance industry, ideally in an account management role.
• Deep understanding of broker workflows, terminology, and operations.
• Comfortable presenting complex concepts clearly and persuasively.

Responsibilities

• Partner with Sales to qualify opportunities and shape conversations.
• Lead discovery calls to understand customer needs and insurance workflows.
• Deliver tailored solution presentations and product demonstrations that articulate Fulcrum's value.
• Translate customer requirements into executable solution designs.
• Advise on best-practice insurance configurations and product use cases.
• Collaborate with Product to drive feedback loops and influence roadmap priorities.
• Support onboarding handoffs with clear documentation and expert insight.
• Help customers realize value through consultative guidance post-sale.
• Train and enable internal teams on insurance-specific solutions.

Skills

Insurance industry experience

Broker workflows

Public speaking

Communication

Bay Area residency

Job description

Fulcrum Technologies, Inc. is seeking an Insurance Solutions Consultant in San Francisco to bridge sales, product, and customers, shaping how we sell and deliver insurance-focused value.

You will lead discovery calls, tailor demonstrations, translate needs into executable designs, and collaborate with Product to influence roadmap.

Join a fast-growing team building AI for the insurance industry, with equity and an in-person, high-ownership culture.