Chief of Staff

Fulcrum•San Francisco, CA

15d•$180,000 - $200,000•Onsite

About The Position

We’re looking for a Chief of Staff to work side-by-side with our CEO on high-impact special projects that support Fulcrum’s organizational scale—standing up new functions, leading cross-functional initiatives, and helping build the operating foundation for the company’s next phase of growth. This is a highly strategic, highly executional role—ideal for a former top-tier consulting Engagement Manager looking to move from slideware to operating. You’ll own key questions like: What functions do we need to build next, and when? How do we design lightweight but durable processes as we scale? Where are the highest-leverage projects that unblock the organization? You’ll move fluidly across strategy, problem-solving, and hands-on execution, with a tight feedback loop to leadership.

Requirements

~5–8+ years of experience, ideally including time as an Engagement Manager (or equivalent) at a top-tier consulting firm and/or in a strategic/growth role at a B2B SaaS startup.
Experience leading strategic or operational initiatives such as special projects, new function build-outs, corporate development, or cross-functional programs; bonus if you’ve worked in or around insurance, fintech, or other regulated B2B industries.
You’re comfortable moving from a blank sheet to a structured strategy—and then into the weeds to execute it.
You think in frameworks, but you measure yourself by outcomes: pipeline, revenue, and quality of relationships.
You know how to build credibility with senior stakeholders (CEOs, PE partners, industry executives) and turn that into tangible opportunities.
You’re skilled at navigating multi-party ecosystems and aligning incentives across partners.
You’re rigorous with data: market sizing, funnel analysis, and experiment design are tools you use instinctively.
You’re comfortable with ambiguity and use structured experimentation to find signal quickly.
You can distill complex problems into concise narratives for executives and external partners.
You’re organized, reliable, and can run multiple projects in parallel without dropping details.
You’re motivated by ownership, speed, and the chance to build something from the early stages.
You’re excited to work directly with the CEO, influence company-level strategic decisions, and see your work reflected in how we grow.

Nice To Haves

Experience leading strategic or operational initiatives such as special projects, new function build-outs, corporate development, or cross-functional programs; bonus if you’ve worked in or around insurance, fintech, or other regulated B2B industries.

Responsibilities

Map and prioritize partnership opportunities with industry groups, associations, and key technology players in the insurance ecosystem.
Build and manage strategic relationships that can serve as scalable acquisition channels (e.g., platforms, data providers, distribution partners).
Structure partner programs, incentives, and co-marketing motions to drive high-quality leads and revenue.
Shape and execute a GTM motion via PE funds and other capital allocators who influence broker decisions.
Identify and prioritize funds whose portfolios align with Fulcrum’s ICP, and design repeatable ways to engage them (portfolio days, joint sessions, playbooks).
Partner with our CEO on high-stakes external meetings, providing the research, narrative, and follow-through to turn conversations into deals.
Translate strategy into concrete plans, timelines, and operating cadences (e.g., quarterly priorities, weekly experiments, partner pipelines).
Create crisp materials for internal and external audiences—decks, one-pagers, narratives—to align stakeholders and move decisions forward.
Establish feedback loops from the field (customers, partners, sales) back into our GTM strategy and product roadmap.