Strategic Projects Lead

Fulcrum•San Francisco, CA

20h•Onsite

About The Position

Fulcrum is building an AI platform to automate time-consuming insurance brokerage account-management work. The company serves enterprise brokerages, has raised a Series A, and describes itself as growing rapidly. This is an in-person, founding-operator role based in San Francisco, working closely with the leadership team on the company’s most important and ambiguous problems. The Strategic Projects Lead moves among strategic analysis, customer-facing work, cross-functional execution, and operational builds. The role involves structuring unclear problems, developing recommendations and decisions, and delivering outcomes quickly. Its scope is unbounded: the person takes ownership of important work that no one else is handling. The role also calls for using frontier AI models as a day-to-day collaborator, developing internal AI workflows and agents, and identifying new ways to apply AI across the company. Fulcrum describes its team as builder-minded, action-oriented, accountable, ambitious, and collaborative.

Requirements

1 to 4 years of experience at MBB (McKinsey, Bain, or BCG) or at a bulge-bracket or elite boutique investment bank.
Strong executive presence and the ability to engage senior leadership, customers, and investors and build rapport quickly.
Analytical rigor and a high quality bar for modeling, written deliverables, and verbal communication.
Humility, a high personal and professional bar, and the ability to work well with others.
AI-native working habits, practical knowledge of what frontier models can do, and fluency in 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.
A track record of independently shipping side projects, internal tools, or AI agents.
Experience operating at an early-stage startup or owning a P&L workstream.
Experience producing investor-grade or board-level materials at a senior level.

Responsibilities

Take ownership of unstructured, high-stakes problems and turn them into clear frameworks, recommendations, and decisions.
Drive analysis supporting pricing and commercial strategy across enterprise customers.
Produce board materials and executive narratives to a high analytical and storytelling standard.
Analyze account health, retention, expansion, and pipeline performance to inform go-to-market and customer strategy.
Partner with the product team on roadmap prioritization, customer-driven specifications, and pilot design.
Support enterprise deployments with customer success, helping large brokerages onboard and adopt Fulcrum.
Build and operationalize go-to-market workflows, including outbound automations, renewal motions, and internal reporting infrastructure.
Address the business’s most pressing needs, which may include customer escalations, hiring loops, operations processes, or financial modeling.
Use frontier AI models in daily work and help others adopt AI-enabled workflows.
Build internal AI workflows, agents, and prompts to accelerate work.
Track model capabilities and proactively bring new AI use cases into the company.