Job Details

About the Role

As an Engagement Manager at Fulcrum, you will work directly with our largest customers — the top 100 insurance brokerages — to guide them through AI transformation. You'll be responsible for ensuring the successful deployment, adoption, and integration of Fulcrum into core brokerage systems and workflows.

This is a customer-facing and product-facing role. You will serve as a trusted advisor to brokerage executives and teams, while also working hand-in-hand with Fulcrum's forward-deployed engineers and product managers to translate broker needs into solutions. Your success will be measured by how effectively you drive adoption, deliver measurable business value, and expand Fulcrum's footprint across enterprise accounts.

What You'll Do

• Trusted Advisor: Serve as the primary point of contact for enterprise brokerage partners, guiding them through rollout, adoption, and integration of Fulcrum.
• AI Transformation Leadership: Partner with executives and operations leaders to shape AI strategies that modernize how brokers market, service, and grow accounts.
• Customer Implementations: 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).
• Product Translation: Synthesize broker needs into product requirements; work closely with forward-deployed engineers to design and implement solutions.
• Partner with Forward-Deployed Engineers: Collaborate daily with engineering teams to configure Fulcrum for unique customer environments — whether that's custom data integrations, workflow automations, or specialized AI models.
• Strategic Business Reviews: Lead executive-level reviews, quantifying ROI and driving account expansion.
• Cross-Functional Collaboration: Bridge the gap between customer stakeholders, Sales, Product, and Engineering, ensuring smooth implementations and rapid iteration.
• Training & Adoption: Enable CSRs, producers, and executives to get the most out of Fulcrum's platform, ensuring sustained adoption and impact.

Who You Are

• 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 Experience

• 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.

Req ID: R21