Founding AI Deployment Strategist

Fulcrum•San Francisco, CA

3d•Onsite

About The Position

Fulcrum is an AI platform designed to automate the mundane tasks within the insurance brokerage industry, freeing up account managers to focus on client interactions. The company has experienced rapid growth, achieving multiple seven figures in ARR within its first year and serving a significant portion of the top brokers in the country. Fulcrum has recently secured Series A funding and is looking to expand its team. This role involves working directly with large enterprise customers to guide them through AI transformation, ensuring the successful deployment, adoption, and integration of Fulcrum's platform into their core systems and workflows. It's a customer-facing and product-facing position where the individual will act as a trusted advisor to brokerage executives and teams, while also collaborating with Fulcrum's engineers and product managers to translate customer needs into actionable solutions. Success will be measured by the ability to drive adoption, deliver measurable business value, and expand the company's presence within enterprise accounts.

Requirements

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.

Nice To Haves

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

Responsibilities

Serve as the primary point of contact for enterprise brokerage partners, guiding them through rollout, adoption, and integration of Fulcrum.
Partner with executives and operations leaders to shape AI strategies that modernize how brokers market, service, and grow accounts.
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).
Synthesize broker needs into product requirements; work closely with forward-deployed engineers to design and implement solutions.
Collaborate daily with engineering teams to configure Fulcrum for unique customer environments — whether that's custom data integrations, workflow automations, or specialized AI models.
Lead executive-level reviews, quantifying ROI and driving account expansion.
Bridge the gap between customer stakeholders, Sales, Product, and Engineering, ensuring smooth implementations and rapid iteration.
Enable CSRs, producers, and executives to get the most out of Fulcrum’s platform, ensuring sustained adoption and impact.