BizOps Lead

About the Company

Fulcrum is building an AI platform to automate the insurance drudgery that hampers the $1.5 trillion insurance brokerage industry. Every business needs insurance, and brokers are bogged down by manual tasks—keying information, chasing documents, and mundane work—rather than focusing on client interactions. Our platform already saves customers thousands of hours and millions of dollars annually, with deep penetration among enterprise brokerages. We’ve raised our Series A and are scaling rapidly.

Why Join Fulcrum

• Rocket-ship growth: 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: 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 with immediate visibility in customer workflows.
• In-person collaboration: Join a lean, staff-level team (ex-Affirm, Uber, DoorDash, McKinsey) working side-by-side in San Francisco.
• Top-of-market rewards: Competitive base salary plus meaningful founding-team equity.

Responsibilities

• Strategic Problem Solving & Analytics:
  • Own unstructured, high-stakes problems and convert them into clear frameworks, recommendations, and decisions.
  • Drive analyses for pricing, commercial strategy, and enterprise customer base decisions.
  • Produce board materials and executive narratives with high analytical and storytelling standards.
  • Run deep-dives on account health, retention, expansion, and pipeline performance to inform GTM and customer strategy.
• Cross-Functional Execution:
  • Partner with the product team on roadmap prioritization, customer-driven specs, and pilot design.
  • Support enterprise deployments alongside customer success, helping large brokerages onboard and adopt Fulcrum.
  • Build and operationalize GTM workflows, from outbound automations to renewal motions to internal reporting infrastructure.
  • Step into whatever the business needs most that week: customer escalations, hiring loops, ops processes, financial modeling.
• AI-Native Operating Model:
  • Treat frontier AI as a co-worker, not a tool, to amplify productivity and bring others along.
  • Build internal AI workflows, agents, and prompts that compress weeks of work into hours.
  • Stay at the bleeding edge of model capabilities and proactively introduce new use cases to the company.

Requirements

• 1 to 4 years of experience at MBB (McKinsey, Bain, BCG) or a bulge-bracket/elite boutique investment bank.
• Strong executive presence with the ability to engage senior leadership, customers, and investors effectively.
• Analytical rigor with a high internal quality bar for modeling, written deliverables, and verbal communication.
• Genuine humility: high standards for yourself and others without being precious; easy to collaborate with.
• AI-native by default: restructured parts of your workflow around frontier models, with fluency in top model families.
• Based in San Francisco or willing to relocate (in-person role).

Nice to Have

• Exposure to insurance, fintech, vertical SaaS, or other AI-applied businesses.
• Track record of shipping side projects, internal tools, or AI agents independently.
• 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.

Team and Philosophy

• Builders at heart: You create and refine processes rather than waiting for them to exist.
• Bias toward action: Internal sense of urgency; prefer getting things done today over tomorrow.
• Owners, not renters: Treat company resources and decisions as your own; accountable to outcomes.
• Ambitious about the opportunity: Excited to build the defining AI company in insurance, leveraging finance as a competitive advantage.

Benefits

• Competitive salary + meaningful equity.
• Full health, dental, and vision coverage.
• High-ownership, high-trust culture with fast execution.
• Regular team off-sites, dinners, and an office stocked for builders.

Pay

Compensation range: $110K - $155K.