Full-Time

Strategy & Operations Lead

Comulate

Comulate

11-50 employees

AI-powered accounting automation for insurance brokers

Compensation Overview

$160k - $190k/yr

+ Equity

Company Does Not Provide H1B Sponsorship

San Francisco, CA, USA

In Person

Category
Business & Strategy (1)
Requirements
  • 2-6 years in consulting, banking, strategy & operations, or growth-stage software-as-a-service companies where you solved complex business problems and driven operational improvements
  • Evidence of ability to own growth strategy, analyze pricing and packaging opportunities, and support go-to-market expansion initiatives that impact revenue growth
  • Ability to diagnose big-picture growth blockers and implement solutions, with comfort in both process analysis and building sales collateral
  • Experience collaborating across engineering, product, sales, and operations teams
  • Experience with data analysis and turning insights into actionable improvements
  • Strong communication and cross-functional influencing skills
  • Willingness to be onsite in San Francisco and work in a fast-paced startup environment
  • High level of ownership, strategic thinking, and ability to run cross-functional projects
Responsibilities
  • Own growth strategy by analyzing and evaluating pricing and packaging opportunities, and support go-to-market expansion initiatives that directly impact revenue growth
  • Shape product narrative by developing messaging and positioning to transform customer enthusiasm into market momentum, including case studies and campaigns such as viral month-end production
  • Accelerate sales performance by identifying opportunities through analysis to increase performance, build sales enablement programs, create compelling collateral, and develop tools that help the team close bigger deals faster
  • Advance strategic initiatives by taking ownership of cross-functional projects spanning product launches, market entry strategies, engineering coordination, and operational improvements not fitting into other teams
  • Identify and solve operational bottlenecks by spotting inefficiencies in deployment and across the business, and design/implement solutions to improve outcomes
Desired Qualifications
  • Not explicitly listed as a separate section in the posting; no formal desirable qualifications stated

Comulate automates back-office accounting and revenue intelligence for insurance brokers using AI to process carrier statements (PDFs and spreadsheets) and automate reconciliation, identify missing commission payments, track variances, and improve forecasting. It works by integrating with major agency management systems, CRMs, and ERPs, posting reconciled transactions to the broker’s general ledger and improving data quality. It differentiates itself by combining automated financial workflows with revenue analytics tailored to insurance brokers, and it has strong market traction with notable customers and an expanding integration roadmap (including Workday). Its goal is to modernize and optimize insurance back-office operations, reduce manual data handling, and provide accurate revenue forecasting and reconciliation across the broker ecosystem.

Company Size

11-50

Company Stage

Series B

Total Funding

$24M

Headquarters

San Francisco, California

Founded

2022

Simplify Jobs

Simplify's Take

What believers are saying

  • Workday partnership enables deeper integrations targeting mutual customers in insurance brokerage.
  • Hundreds of billions in addressable market from manual insurance operations globally.
  • Real-time automated forecasting and variance detection unlock missing commission recovery opportunities.

What critics are saying

  • Workday embeds core automation capabilities into platform, eliminating Comulate's differentiation.
  • AMS vendors restrict API access, cutting primary distribution channel for broker integrations.
  • Top 3 clients represent 40%+ ARR; single loss triggers investor confidence collapse.

What makes Comulate unique

  • 90%+ manual work reduction via end-to-end direct bill automation from PDFs, spreadsheets, email.
  • Revenue Intelligence feature automates forecasting, variance detection, policy-level commission recovery.
  • Achieved eight-figure ARR in under three years, serving 50+ Top 100 insurance brokers.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Unlimited Paid Time Off

Paid Parental Leave

Growth & Insights and Company News

Headcount

6 month growth

3%

1 year growth

3%

2 year growth

0%
Coverager
Feb 11th, 2025
Comulate secures $20M in Series B

Comulate, a San Francisco-based startup, raised $20 million in a Series B funding round led by BOND and Workday Ventures. The company, founded in 2022, offers an accounting automation and revenue intelligence platform for insurance brokers. As part of the investment, Comulate joins Workday’s Partner Program to enhance integration for shared customers. The startup has achieved 8-figure revenues in under three years and serves clients like IMA Financial and Hilb Group.

TechCrunch
Feb 11th, 2025
Comulate raises $20M to aid insurers

Comulate, a startup enhancing insurance companies' billing and revenue operations, raised $20M in a Series B round led by Bond and Workday. The funding follows a year of rapid growth, with revenues tripling to tens of millions. Initially focused on SaaS, founders Jordan Katz and Michael Mattheakis pivoted to insurance, addressing outdated processes with machine learning and AI. Comulate's clients include Baldwin Group and IMA Financial, saving them 260,000 work hours.