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About the Role

As an AI Deployment Strategist, you will guide top insurance brokerages through AI transformation, ensuring successful deployment, adoption, and integration of Fulcrum's platform. This customer- and product-facing role involves serving as a trusted advisor to executives and collaborating with engineers and product managers to translate needs into solutions. Success is measured by driving adoption, delivering business value, and expanding Fulcrum's footprint.

Responsibilities

Serve as the primary point of contact for enterprise brokerage partners, guiding them through rollout, adoption, and integration of Fulcrum.
Partner with executives and operations leaders to shape AI strategies that modernize how brokers market, service, and grow accounts.
Manage the full deployment lifecycle for enterprise accounts, including scoping requirements, designing rollout plans, and coordinating technical integration.
Synthesize broker needs into product requirements and collaborate with forward-deployed engineers to design and implement solutions.
Collaborate daily with engineering teams to configure Fulcrum for unique customer environments.
Lead executive-level reviews, quantifying ROI and driving account expansion.
Bridge the gap between customer stakeholders, Sales, Product, and Engineering, ensuring smooth implementations and rapid iteration.
Enable CSRs, producers, and executives to get the most out of Fulcrum’s platform, ensuring sustained adoption and impact.

Requirements

4–8 years of experience in management consulting, technical account management, solutions engineering, insurance brokerage operations, or AI/SaaS deployment roles.
Technical fluency: Comfortable working alongside engineers to scope integrations, troubleshoot technical issues, and understand system architecture.
Customer implementation expertise: Proven track record managing complex, multi-stakeholder rollouts.
Strong stakeholder management: Able to build trust and influence with senior executives and frontline teams.
Analytical and impact-driven: Skilled at defining success metrics, tracking progress, and translating technical capabilities into business outcomes.
Bias toward action in ambiguity: Thrives in fast-moving environments where solutions need to be invented.
Excellent communicator: Can translate complex technical concepts for business audiences and articulate business needs for engineering teams.
Comfortable leading executive presentations and workshops.
Background in insurance brokerage (operations, client service, technology) or insurtech.
Exposure to AI/ML product deployments or automation platforms.
Experience with enterprise integrations (APIs, data pipelines, AMS/CRM systems).
Prior work in a deployment strategist, solutions consultant, or forward-deployed role at a technical company.

Skills

AI transformation
Customer relationship management
Technical integration
Product management
Stakeholder management
Data analysis
Business development
Cross-functional collaboration
Training
AI/SaaS deployment
Enterprise integrations
API
Data pipelines
AMS
CRM

Location

San Francisco

Work Type

In-person collaboration
Full-time

Experience Level

4-8 years

Salary/Compensations

Competitive salary

Benefits

Full health, dental & vision
High-ownership, high-trust culture
Lightning-fast executors
Regular team off-sites, dinners
Office stocked for builders

About the Company

The $1.5 trillion insurance industry is powered by brokers.
Account managers are constantly pulled in multiple directions—keying information into systems, chasing documents, doing mundane work—rather than focusing on the client interactions that actually matter.
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.
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.
Rocket-ship growth. We’ve 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.
Extreme ownership. You’ll work directly with enterprise users and ship end-to-end products that save them hours every week.
Bleeding-edge problems, real impact. Tackle tough AI and product challenges whose wins show up immediately in customer workflows.
In-person collaboration. Join a lean, staff-level team (ex-Affirm, Uber, DoorDash, McKinsey) working side-by-side in San Francisco; we believe the best ideas are fostered in an in-person environment.
Top-of-market rewards. Competitive base salary plus meaningful founding-team equity.