Mid-Market Account Executive
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At a glance
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
Skills
Qualifications
Benefits
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.