Founding Operator

Fulcrum•San Francisco, CA

1d•Onsite

About The Position

The $1.5 trillion insurance industry is powered by brokers. Every business needs insurance, and the brokerage industry is hamstrung by account management capacity. Account managers are constantly pulled in many directions—keying information into systems, chasing documents, doing mundane work—rather than focusing on the client interactions that actually matter. Most brokerages either outsource this work or grind through it manually. We're building an AI platform to automate this insurance drudgery. Our platform already saves customers thousands of hours and millions of dollars every year. Our customers love the product— we have deep penetration within enterprise brokerages and genuinely enjoy making our customers' lives better. We just raised our Series A and are just getting started.

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. Whether the output is a board page or a pricing model, it ships at a McKinsey partner’s quality bar
Genuine humility. You hold the bar high for yourself and others without being precious about it, and you’re easy to work alongside
AI-native by default. You’ve already restructured parts of your own workflow around frontier models, you know what’s actually possible today, and you 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 our 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 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 the largest 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. The scope is unbounded
Treat frontier AI as a co-worker, not a tool. Use it to do the work of three people, and bring 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