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Mid-Market Account Executive

Fulcrum

San Francisco, CAJob$200–250K/yrPosted 1mo agoVerified open 1w ago

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At a glance

Compensation
$200–250K/yr
Location
San Francisco, CA
Work Authorization
Not specified

Job overview

Fulcrum is hiring a Mid-Market Account Executive. Fulcrum is building an AI platform to automate insurance brokerage work and seeks a Mid‑Market Account Executive in San Francisco. The role involves owning a mid‑market territory end‑to‑end, sourcing pipeline, running discovery, delivering demos, negotiating and closing deals while collaborating with GTM and product teams.

Key focus areas include Own a mid‑market territory end‑to‑end: prospecting, qualification, demo, negotiation, and close, Build self‑sourced pipeline through cold outreach, sequencing, referrals, and industry events, and Run structured discovery and tailored demos with Operations, IT, and C‑suite stakeholders at mid‑sized brokerages.

Successful candidates bring 5+ Years B2B Closing Experience and $50K+ ACV Deals. Important skills include Outbound Prospecting, Sales Cycle Management, Pipeline Generation, Discovery, Closing, and Cold Outreach. Preferred (not required): Insurance Sales, Insurtech Sales, Financial Services Sales, and B2B SaaS Sales.

Skills & qualifications

RequiredNice to have

Skills

Outbound ProspectingSales Cycle ManagementPipeline GenerationDiscoveryClosingCold OutreachSequencingReferralsIndustry EventsTailored DemosCRM HygieneDeal DisciplineMessagingObjection HandlingCustomer InsightPlaybook ContributionArticulate ICPArticulate Value PropositionArticulate Competitive DifferentiationSalesforce NotesFollow-Up CadenceTime ManagementWriting PrecisionSpeaking PrecisionEnergized by AmbiguityEnergized by IterationCoachableInsurance SalesInsurtech SalesFinancial Services SalesB2B SaaS SalesTechnical SalesGongApollo

Qualifications

5+ Years B2B Closing Experience$50K+ ACV DealsEarly-Stage Startup ExperienceBuilt New Sales Motion From Scratch

Benefits

Medical Insurance
Dental Insurance
Vision Insurance

Full job description

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 hiring a Mid-Market Account Executive to own a segment of the insurance brokerage market. You'll run a full sales cycle — from outbound prospecting through close — targeting mid-sized brokerages across the U.S.

This is not a hand-off role. You'll source the majority of your own pipeline, run disciplined discovery, and close with urgency. You'll work directly with our founders and GTM leadership, and have meaningful input into how we build and scale our sales motion.

If you're a sharp, hungry closer who wants to work on a product customers genuinely love — at a company with strong PMF and real momentum — this role is for you.

What You’ll Do Own a mid-market territory end-to-end: prospecting, qualification, demo, negotiation, and close

Build self-sourced pipeline through cold outreach, sequencing, referrals, and industry events

Run structured discovery and tailored demos with Operations, IT, and C-suite stakeholders at mid-sized brokerages

Manage 30–50 active opportunities simultaneously with strong CRM hygiene and deal discipline

Collaborate with GTM and product teams to sharpen messaging, surface objections, and feed customer insight back into the roadmap

Contribute to the playbook — document what's working and help scale it across the team

Travel to industry events to represent Fulcrum and engage potential clients

What Success Looks Like (First 90 Days) You can clearly articulate Fulcrum's ICP, value prop, and competitive differentiation across buyer personas

You're consistently generating self-sourced pipeline and have active deals in motion

You've run full discovery-to-demo cycles and can clearly articulate what objections come up and how to handle them

You operate with high rigor: clean Salesforce notes, strong follow-up cadence, sharp prioritization

You've closed or are approaching close on your first deal

You Might Be a Fit If You Have 5+ years of B2B closing experience with $50K+ ACV deals

Source most of your own pipeline — and treat outbound like a craft, not just volume

Write and speak with precision: your outreach gets replies, your demos move deals forward

Are energized by ambiguity, iteration, and building in a fast-moving environment

Are competitive and coachable — you take feedback and apply it immediately

Bonus Points if You Have sold into insurance, insurtech, financial services, or adjacent verticals

Have B2B SaaS or technical sales experience (e.g., Salesforce, Gong, Veeva)

Have worked at an early-stage startup or helped build a new sales motion from scratch

Have used Salesforce, Gong, Apollo, or similar GTM tools

What we offer Competitive salary ($200k-$250k OTE) + 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.

You've read the whole posting — now see how you match it.

Mid-Market Account Executive at Fulcrum | Olive Jobs