Senior Insurance Solutions Architect (Pre-Sales)

Fulcrum; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Dental

Vision

Equity

Team off-sites

Job summary

Fulcrum, an AI-powered insurance platform, is seeking an Insurance Solutions Consultant in the San Francisco Bay Area. You’ll bridge Sales, Product, and customers, shaping how we sell, communicate, and deliver value.

You’ll lead discovery, deliver tailored demos, translate requirements into designs, and enable both customers and internal teams post-sale. Bay Area based, in-person collaboration preferred.

Qualifications

• 5–7+ years of experience in the insurance industry, ideally in an account management role.
• Deep understanding of insurance broker workflows, terminology, and operations.
• Comfortable presenting complex concepts clearly and persuasively.
• Based in the Bay Area (San Francisco / East Bay / South Bay).

Responsibilities

• Partner with Sales to qualify opportunities and shape customer conversations.
• Lead discovery calls to understand customer needs and insurance workflows.
• Deliver tailored solution presentations and product demonstrations that articulate Fulcrum’s value.

Job description

Fulcrum, an AI-powered insurance platform, is seeking an Insurance Solutions Consultant in the San Francisco Bay Area. You’ll bridge Sales, Product, and customers, shaping how we sell, communicate, and deliver value.

You’ll lead discovery, deliver tailored demos, translate requirements into designs, and enable both customers and internal teams post-sale. Bay Area based, in-person collaboration preferred.