Engagement Manager

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

Preferred Experience

Req ID : R21

#J-18808-Ljbffr