BizOps Lead

Fulcrum•San Francisco, CA

13d•Onsite

About The Position

Fulcrum is building an AI platform to automate insurance drudgery, saving customers thousands of hours and millions of dollars annually. The company has 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. They have recently raised their Series A funding. This role offers the opportunity to work directly with enterprise users and ship end-to-end products that significantly improve their workflows. The company emphasizes in-person collaboration in San Francisco, bringing together a lean, staff-level team with experience from top tech companies and consulting firms. They offer top-of-market rewards, including competitive base salary and meaningful equity.

Requirements

1 to 4 years of experience at MBB (McKinsey, Bain, BCG) or a bulge-bracket / elite boutique investment bank.
Strong executive presence with the ability to hold your own in front of senior leadership, customers, and investors, and to build rapport quickly.
Analytical rigor with a high internal quality bar across modeling, written deliverables, and verbal communication.
Genuine humility; holding the bar high for yourself and others without being precious about it, and being easy to work alongside.
AI-native by default: already restructured parts of your own workflow around frontier models, know what’s actually possible today, and can speak fluently to the differences between top model families.
Based in San Francisco or willing to relocate. This is an in-person role.

Nice To Haves

Exposure to insurance, fintech, vertical SaaS, or other AI-applied businesses.
Track record of shipping side projects, internal tools, or AI agents on your own time.
Experience operating at an early-stage startup or owning a P&L workstream in a prior role.
Experience producing investor-grade or board-level materials at a senior level.

Responsibilities

Take ownership of unstructured, high-stakes problems and convert them into clear frameworks, recommendations, and decisions.
Drive the analyses behind pricing, commercial strategy, etc., across the enterprise customer base.
Produce board materials and executive narratives that meet a high analytical and storytelling bar.
Run deep-dives on account health, retention, expansion, and pipeline performance to inform Go-To-Market (GTM) and customer strategy.
Partner with the product team on roadmap prioritization, customer-driven specs, and pilot design.
Support enterprise deployments alongside customer success, helping large brokerages onboard and adopt Fulcrum.
Build and operationalize GTM workflows, from outbound automations to renewal motions to internal reporting infrastructure.
Step into whatever the business needs most that week: customer escalations, hiring loops, ops processes, financial modeling.
Treat frontier AI as a co-worker, not a tool, using it to do the work of three people and bringing others along.
Build internal AI workflows, agents, and prompts that compress weeks of work into hours.
Stay at the bleeding edge of model capabilities and proactively bring new use cases into the company.