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© All Rights Reserved. ApplyBlast.com
Fulcrum
The Customer Success Manager at Fulcrum owns a book of 25-30 brokerage accounts, managing the entire customer lifecycle from onboarding through renewal. This role focuses on driving adoption, ensuring customer satisfaction, and achieving retention targets by building trusted relationships with enterprise clients. The position involves collaborating with internal teams to implement AI solutions and create repeatable customer success processes.
Fulcrum builds AI tools for insurance brokers, helping them scale their accounts without adding headcount by automating manual work across the full client lifecycle—covering sales, servicing, proposals, and policy checks. Its platform integrates seamlessly with existing systems like Outlook and AMS, delivering automated, polished outputs while maintaining enterprise-grade, SOC-2 compliant security. Fulcrum is designed to boost broker capacity, speed, and client experience, saving account managers 8+ hours per week.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Fulcrum.