Insurance Solutions Engineer

Fulcrum • San Francisco, CA

29d • Onsite

About The Position

As our Insurance Solutions Engineer, you will be a linchpin between our sales
team, product organization, and customer base — helping to shape how we sell,
communicate, and deliver product value:

Requirements

• 5–7+ years of experience in the insurance industry, ideally in an account management role
• Deep understanding of insurance broker workflows, terminology, and operations, with a focus on account management and servicing
• Comfortable presenting complex concepts clearly and persuasively
• Strong communicator with a consultative mindset
• Based in the Bay Area (San Francisco / East Bay / South Bay)

Nice To Haves

• Career progression from Account Manager → Producer (or similar path), demonstrating both service and sales capability
• Experience supporting software sales, demos, or technical presentations
• Experience in broker technology training or workflow design
• Exposure to SaaS products or digital transformations in the insurance ecosystem

Responsibilities

• Partner with Sales to qualify opportunities and shape customer conversations
• Lead discovery calls to deeply understand customer needs and insurance workflows
• Deliver tailored solution presentations and product demonstrations that articulate how Fulcrum solves real insurance business challenges
• Translate customer requirements into executable solution designs
• Advise on best-practice insurance configurations and product use cases
• Collaborate with Product to drive feedback loops and influence roadmap priorities
• Support onboarding handoffs with clear documentation and expert insight
• Help customers realize value through strong consultative guidance post-sale
• Train and enable internal teams (Sales, Success) on insurance-specific solutions

Benefits

• Competitive salary + meaningful equity.
• Full health, dental & vision.
• High-ownership, high-trust culture with lightning-fast executors.
• Regular team off-sites, dinners, and an office stocked for builders.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed