Fulcrum · 3 months ago
AI Deployment Strategist
San Francisco
Full-time
Onsite
Mid, Senior Level
4+ years expFulcrum is re-wiring the insurance-brokerage industry with AI agents that let brokerages grow revenue without adding headcount. As an AI Deployment Strategist, you will work directly with top insurance brokerages to guide them through AI transformation, ensuring successful deployment, adoption, and integration of Fulcrum's solutions.
Artificial Intelligence (AI)InsuranceSoftware
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 — from scoping custom requirements and designing rollout plans to coordinating technical integration with internal systems (AMS, CRM, document repositories)
Synthesize broker needs into product requirements; work closely with forward-deployed engineers to design and implement solutions
Collaborate daily with engineering teams to configure Fulcrum for unique customer environments — whether that's custom data integrations, workflow automations, or specialized AI models
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
Qualification
Required
4–8 years of experience in one or more of: 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. You don't need to code, but you can speak the language
Customer implementation expertise: Proven track record managing complex, multi-stakeholder rollouts — coordinating across customer teams, internal engineering, and product to deliver on time and drive adoption
Strong stakeholder management: Able to build trust and influence with senior executives, while also rolling up your sleeves with frontline teams to understand day-to-day pain points
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 requirements aren't always clear and solutions need to be invented, not just implemented
Excellent communicator: Can translate complex technical concepts for business audiences and articulate business needs for engineering teams. Comfortable leading executive presentations and workshops
Preferred
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
Benefits
Competitive base salary plus meaningful founding-team equity.
Company
Fulcrum
Fulcrum is an AI-powered platform designed to help insurance account managers handle larger books of business more efficiently.
11-50 employees
H1B Sponsorship
Fulcrum has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (2)
2022 (1)
2021 (1)
Funding
Current Stage
Early StageTotal Funding
unknownKey Investors
BrokerTech Ventures
2025-04-01Pre Seed
2023-07-06Pre Seed
Company data provided by crunchbase