AI Deployment Strategist

Fulcrum•San Francisco, CA

12h•Onsite

About The Position

Fulcrum is building an AI platform to automate administrative work in the insurance brokerage industry. The platform serves enterprise brokerages and is designed to reduce routine work so account managers can focus on client interactions. The AI Deployment Strategist works directly with Fulcrum’s largest customers, including top insurance brokerages, to guide AI transformation and ensure successful deployment, adoption, and integration into brokerage systems and workflows. This is a customer-facing and product-facing role, serving as a trusted advisor to brokerage executives and teams while collaborating with forward-deployed engineers and product managers to turn customer needs into solutions. Success is measured by adoption, measurable business value, and expansion across enterprise accounts. Fulcrum describes itself as a lean, in-person team based in San Francisco. The company offers competitive salary and meaningful equity, along with health, dental, and vision coverage and team activities.

Requirements

4–8 years of experience in one or more of the following: management consulting, technical account management, solutions engineering, insurance brokerage operations, or AI/SaaS deployment roles.
Technical fluency to work with engineers on integration scoping, technical troubleshooting, and system architecture; coding is not required.
A proven track record managing complex, multi-stakeholder implementations and coordinating customer teams with internal engineering and product teams to deliver on time and drive adoption.
Ability to build trust and influence with senior executives while working with frontline teams to understand their day-to-day challenges.
Analytical and impact-driven approach, including defining success metrics, tracking progress, and translating technical capabilities into business outcomes.
Ability to take action in ambiguous, fast-moving environments where solutions may need to be developed rather than simply implemented.
Excellent communication skills, including explaining technical concepts to business audiences, articulating business needs to engineering teams, and leading executive presentations and workshops.

Nice To Haves

Background in insurance brokerage operations, client service, or technology, or experience in insurtech.
Exposure to AI/ML product deployments or automation platforms.
Experience with enterprise integrations, including APIs, data pipelines, and AMS/CRM systems.
Previous experience in a deployment strategist, solutions consultant, or forward-deployed role at a technical company.

Responsibilities

Serve as the primary point of contact for enterprise brokerage partners, guiding rollout, adoption, and integration of Fulcrum.
Partner with executives and operations leaders to shape AI strategies for modernizing brokerage marketing, servicing, and account growth.
Manage the full deployment lifecycle for enterprise accounts, including scoping custom requirements, designing rollout plans, and coordinating technical integrations with internal systems such as AMS, CRM, and document repositories.
Translate broker needs into product requirements and work with forward-deployed engineers to design and implement solutions.
Collaborate with engineering teams to configure Fulcrum for customer environments, including custom data integrations, workflow automations, and specialized AI models.
Lead executive-level strategic business reviews, quantify ROI, and drive account expansion.
Coordinate across customer stakeholders, Sales, Product, and Engineering to support smooth implementations and rapid iteration.
Train CSRs, producers, and executives to use Fulcrum and support sustained adoption and impact.