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Harper Group

AI-driven insurance brokerage for SMBs

Revenue Operations Lead

Full-TimeUpdated on 10/23/2026
$170k - $240k/yr+ Performance bonus + Equity
Mid
San Francisco, CA, USA
In PersonOn-site in San Francisco Monday through Friday; travel to Atlanta and New York as offices scale.
Sales & Account ManagementSales Operations

About the job

Requirements
  • Experience owning revenue operations, sales operations, or growth operations at a fast-growing company.
  • Understanding of CRM architecture, lifecycle stages, routing, attribution, forecasting, and pipeline hygiene.
  • Ability to write SQL or work directly with data to test claims.
  • Ability to move from analysis to operating change and measure whether the change worked.
  • Ability to partner with sales leaders and frontline operators by working within sales, intake, placement, and service workflows before changing them.
  • Experience operating AI automations such as generated notes, enrichment, routing, or reporting with visible source data, failure states, and correction paths.
Responsibilities
  • Own canonical revenue funnel definitions, including each state’s meaning, entry and exit rules, source, and accountable owner.
  • Define and maintain CRM fields, validations, automations, permissions, and state transitions; make assignment logic, exceptions, ownership changes, and escalation paths inspectable and tested. Ensure every routing change has a test case, approval owner, effective date, and rollback path.
  • Publish the forecasting method, inputs, assumptions, and version, and reconcile forecast variance with actual booked revenue each cycle.
  • Ensure revenue instrumentation for demand, contact, intake, quote, close, bind, and booked revenue reconciles to source records for the same population and window.
  • Analyze funnel volume, conversion, speed, and handoffs; turn findings into specific operating changes with named owners.
  • Automate repeat work using enrichment, generated notes, task creation, quality checks, and reporting only when source data, resulting state, failure state, and human correction paths remain visible.
  • Measure whether workflows, campaigns, routing decisions, or sales motions change conversion, speed, or revenue.
  • Travel to Atlanta and New York as offices scale.

About the company

Harper Group is an AI-native commercial insurance brokerage that connects small- and mid-sized businesses with more than 160 insurance carriers for workers’ compensation and general and professional liability. Its product works by using AI to run almost all licensed agency workflows—routing submissions, following up with underwriters, collecting documents, and managing pipelines—so the brokerage can complete client placements in about one to two days instead of several days, and handle a larger volume of customers each month. Harper differentiates itself from competitors through its heavy use of automation to reduce manual work and speed, enabling it to serve thousands of customers efficiently while maintaining relationships with a broad carrier network. The company’s goal is to scale brokerage operations, grow its engineering and brand, and broaden access to coverage for more businesses by increasing speed, accuracy, and capacity in its processes.

Company Size

51-200

Company Stage

Series A

Total Funding

$47.1M

Headquarters

San Francisco, California

Founded

2024

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Simplify's Take

What believers are saying

  • Harper raised $47 million on February 26, 2026, led by Emergence Capital.
  • Harper served more than 5,000 businesses in 13 months and 1,000 monthly customers.
  • Harper posted 14 San Francisco roles in May 2026, signaling aggressive scaling after funding.

What critics are saying

  • Harper depends on carrier appointments; a few major insurers can starve inventory by 2027.
  • Commercial insurance service failures trigger cancellations, E&O claims, and reputation damage immediately.
  • AI-native brokerage economics remain unproven; one bad loss ratio or compliance scandal can kill Harper.

What makes Harper Group unique

  • Dakotah Rice and Tushar Nair built Harper as the broker, not software, in 2024.
  • Harper automates submission routing, underwriter follow-ups, and document collection across 160-plus carriers.
  • The platform closes workers' compensation and liability quotes in 24-48 hours, not weeks.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Gym Membership
  • Commuter Benefits

Growth & Insights and Company News

6 month growth

33%

1 year growth

33%

2 year growth

56%
InfoTechLead
Feb 26th, 2026
Venture Capital Funding: Harper, Verley, Union.ai

Venture capital funding: Harper, Verley, Union.ai. 26/02/2026 Several tech startups - Harper, Verley, Union.ai, among others, have announced their venture capital funding to bolster innovation and business growth. Harper Raises $47 mn AI-enabled insurtech startup Harper raised approximately $47 million in a Series A financing led by Emergence Capital, with participation from Y Combinator and Peak XV Partners. Harper's autonomous brokerage platform automates quoting and issuing commercial insurance policies with minimal human intervention across more than 160 carriers. The funding will fuel product development, market expansion, and the enhancement of AI-based brokerage workflows. Founded by entrepreneurs with deep insurance and technology experience, the raise highlights growing investor confidence in AI solutions that streamline complex financial services operations. Verley Raises $38 mn French food tech startup Verley raised $38 million in a Series A round led by Alven, with backing from Blast Club and Bpifrance. Founded by food science and biotech innovators, Verley uses precision fermentation to produce sustainable whey protein alternatives with lower environmental impact. The capital will support scaling production and prepare for global commercial launches targeting nutrition and food manufacturing markets. The funding demonstrates VC interest in food technology that addresses sustainability and climate impact while meeting commercial demand. Union.ai Raises $38.1 mn AI infrastructure startup Union.ai closed a $38.1 million Series A round led by NEA (New Enterprise Associates), with participation from Nava Ventures and Mozilla Ventures. Union.ai is the developer of Flyte, an open-source platform that orchestrates AI and ML workflows, enabling scalable and production-ready pipelines for enterprise developers. The funding will be used to launch Union 2.0 and improve core platform capabilities, including full Python support and enhanced debugging tools. This investment underscores VC support for tools that help organisations operationalise AI at scale. THASNIYA VP Baburajan Kizhakedath is the editor of InfotechLead.com. He has three decades of experience in tech media. Discover more

Harper
Feb 26th, 2026
We're Announcing $47M to Build the Insurance Company Every Business Deserves | Harper News

Harper announces $47M in Seed and Series A funding led by Emergence Capital. Learn how we're building AI-powered insurance to serve every business in America.

TechCrunch
Feb 25th, 2026
Y Combinator grad Harper raises $47M for AI-native insurance brokerage

Harper, an AI-native insurance brokerage founded by Y Combinator graduate Dakotah Rice, has raised $46.8 million in combined Series A and seed rounds led by Emergence Capital. The company has raised $54 million to date, with backing from YC and Peak XV Partners. Launched in 2024 as part of YC's W'25 batch, Harper operates as an almost fully autonomous licensed commercial insurance agency, matching small and mid-sized businesses with over 160 carriers for workers' compensation, general liability and professional liability. The platform completes tasks in one to two days that typically take traditional brokers five to seven days. Harper handles over 1,000 customers monthly and has served more than 5,000 customers to date. The funding will expand Harper's engineering team and brand growth as it targets middle America businesses.

Abdalrahman Behairy
Feb 25th, 2026
Y Combinator grad and AI insurance brokerage Harper raises $47M

Y combinator grad and AI insurance brokerage Harper raises $47M. On February 25, 2026 Harper is an AI-native insurance brokerage that just raised a $45 million combined Series A and seed, after a member of YC's Winter 2025 cohort.