Full-Time

Lifecycle Marketing Manager

Updated on 9/8/2026

Fulcrum

Fulcrum

51-200 employees

AI-driven back-office automation for insurance brokerage

No salary listed

Australian Capital Territory, Australia

Hybrid

Two days per week working from home; relocation support is available.

Category
Growth & Marketing (1)
Required Skills
Market Research
CRM
Marketing

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Requirements
  • A performance marketing background with accountability for acquisition, growth and retention numbers.
  • Experience with segmentation and lifecycle marketing, including defining audiences, building the funnel and measuring outcomes.
  • Experience delivering integrated campaigns across digital and traditional channels, including media buying, direct marketing and print production.
  • Strong analytical skills in attribution, campaign evaluation and audience research, with the ability to turn data into an actionable case for non-marketers.
  • Experience managing a small team and a significant budget while meeting deadlines.
  • Confidence negotiating partnerships that extend campaign reach beyond paid media.
Responsibilities
  • Own audience segmentation and personas across acquisition, activation and retention.
  • Develop the existing membership base into a stronger loyalty proposition with the commercial and programming teams.
  • Plan and run always-on paid digital activity alongside campaign marketing.
  • Use market research and audience insight to shape targeting, messaging and channel mix.
  • Manage a small marketing team and the marketing budget, including external agency partners.
  • Build the measurement and evaluation framework, and report performance across campaigns and channels.
  • Maintain brand consistency across all marketing activity.
  • Work with digital, programming, commercial and creative teams to turn audience insight into actionable offers.
Desired Qualifications
  • Experience in loyalty, customer relationship management, tourism, retail, fast-moving consumer goods, membership, entertainment or agency environments.

Fulcrum provides an AI-powered platform that automates back-office tasks for insurance brokers, including proposal generation, policy checks, coverage and claims analysis, and certificate issuance. It uses customized large language models with retrieval, reasoning, and validation pipelines and integrates directly with agency-management systems like Applied Epic and email, so it can extract documents, reconcile data in real time, and update client records without changing users’ workflows. By reducing manual work and speeding up processing, it aims to cut turnaround times and lessen reliance on offshore BPOs. Its goal is to accelerate adoption among large U.S. brokerage firms and scale across top brokerages with ongoing funding.

Company Size

51-200

Company Stage

Series A

Total Funding

$25M

Headquarters

San Francisco, California

Founded

2023

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Simplify's Take

What believers are saying

  • January 27, 2026 funding from CRV, South Park Commons, and Foundation Capital finances expansion.
  • Heffernan achieved 100% adoption for Fulcrum Proposals, validating workflow stickiness and expansion.
  • April 2026 Applied Systems vendor certification lowers procurement friction for brokerage rollouts.

What critics are saying

  • Applied Systems controls core brokerage software; any platform shift or pricing change compresses Fulcrum distribution.
  • Insurance errors create immediate E&O exposure; one bad policy-checking mistake can trigger churn and lawsuits.
  • AI-native rivals and in-house broker automations can replicate document workflows within twelve months.

What makes Fulcrum unique

  • Deep Applied Epic and Outlook integrations keep Fulcrum inside broker workflows, not a sidecar.
  • Insurance-tuned LLM pipelines and validation automate proposals, policy checks, and certificates with compliance.
  • By January 2026, Fulcrum served nearly half of top 50 U.S. brokerages.

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Benefits

Hybrid Work Options

Growth & Insights and Company News

Headcount

6 month growth

34%

1 year growth

34%

2 year growth

59%
Coverager
Apr 12th, 2026
Fulcrum acquires Megaphone

Megaphone developed tools for launching tokens and NFTs, collecting user data, and analyzing onchain identity and engagement.

Yahoo Finance
Jan 27th, 2026
Fulcrum Raises $25 Million to Bridge the Gap Between Legacy Systems and AI in Insurance

SAN FRANCISCO, January 27, 2026--Fulcrum, the leading AI platform for insurance brokerages, today announced $25 million in combined Seed and Series A funding led by CRV, with participation from South Park Commons, Foundation Capital, and a group of prominent insurance and technology angel investors. The company is helping insurance brokerages modernize their day-to-day workflows with AI agents that handle coverage and claim analysis, proposal generation, client and carrier sales prep, policy che