About Fulcrum

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 multiple 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.

Why Fulcrum

• 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.

About the Role

We’re looking for a Chief of Staff  to work side-by-side with our CEO on high-impact special projects that support Fulcrum’s organizational scale—standing up new functions, leading cross-functional initiatives, and helping build the operating foundation for the company’s next phase of growth. This is a highly strategic, highly executional role—ideal for a former top-tier consulting Engagement Manager looking to move from slideware to operating.

You’ll own key questions like: What functions do we need to build next, and when? How do we design lightweight but durable processes as we scale? Where are the highest-leverage projects that unblock the organization? You’ll move fluidly across strategy, problem-solving, and hands-on execution, with a tight feedback loop to leadership.

What You’ll Do

• Partnership Strategy & Ecosystem Development

  • Map and prioritize partnership opportunities with industry groups, associations, and key technology players in the insurance ecosystem.

  • Build and manage strategic relationships that can serve as scalable acquisition channels (e.g., platforms, data providers, distribution partners).

  • Structure partner programs, incentives, and co-marketing motions to drive high-quality leads and revenue.

• Strategic Relationships

  • Shape and execute a GTM motion via PE funds and other capital allocators who influence broker decisions.

  • Identify and prioritize funds whose portfolios align with Fulcrum’s ICP, and design repeatable ways to engage them (portfolio days, joint sessions, playbooks).

  • Partner with our CEO on high-stakes external meetings, providing the research, narrative, and follow-through to turn conversations into deals.

• Execution, Systems & Communication

  • Translate strategy into concrete plans, timelines, and operating cadences (e.g., quarterly priorities, weekly experiments, partner pipelines).

  • Create crisp materials for internal and external audiences—decks, one-pagers, narratives—to align stakeholders and move decisions forward.

  • Establish feedback loops from the field (customers, partners, sales) back into our GTM strategy and product roadmap.

Who You Are

• Background

  • ~5–8+ years of experience, ideally including time as an Engagement Manager (or equivalent) at a top-tier consulting firm and/or in a strategic/growth role at a B2B SaaS startup.

  • Experience leading strategic or operational initiatives such as special projects, new function build-outs, corporate development, or cross-functional programs; bonus if you’ve worked in or around insurance, fintech, or other regulated B2B industries.

• Strategic + Hands-On

  • You’re comfortable moving from a blank sheet to a structured strategy—and then into the weeds to execute it.

  • You think in frameworks, but you measure yourself by outcomes: pipeline, revenue, and quality of relationships.

• Partner & Relationship-Oriented

  • You know how to build credibility with senior stakeholders (CEOs, PE partners, industry executives) and turn that into tangible opportunities.

  • You’re skilled at navigating multi-party ecosystems and aligning incentives across partners.

• Analytical & Experiment-Driven

  • You’re rigorous with data: market sizing, funnel analysis, and experiment design are tools you use instinctively.

  • You’re comfortable with ambiguity and use structured experimentation to find signal quickly.

• Communicator & Operator

  • You can distill complex problems into concise narratives for executives and external partners.

  • You’re organized, reliable, and can run multiple projects in parallel without dropping details.

• Builder Mindset

  • You’re motivated by ownership, speed, and the chance to build something from the early stages.

  • You’re excited to work directly with the CEO, influence company-level strategic decisions, and see your work reflected in how we grow.

What we offer

• Competitive salary ($180k-$200k) + 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.