Role Description We're looking for an Account Executive to be the first point of contact for investors discovering Bravos Research. Every day, serious investors find us through our YouTube channel and want to learn more about our research services. Your role is to talk with them, understand what they're trying to achieve in the markets, and help them decide whether our research and strategy is the right fit for them. - Speak with investors who have engaged with our YouTube channel and want to learn more about our research. - Understand each investor's experience, goals, and approach to the markets, then guide them toward the service that fits. - Represent the Bravos Research brand with professionalism. - Maintain detailed records and follow up with investors who need more time to decide. Qualifications - 1-2 years of experience in transactional sales. Requirements - $55,000 base salary. - 10% uncapped commission. - OTE $120,000 to $200,000+. - Fully remote. How to Apply To apply, submit your resume and a cover letter that tells us about yourself, what you can bring to Bravos Research, and how this role fits in your future. - Tell us about something you’ve done, something that’s relevant to the work we do, or something you're passionate about. - We want to hear your unique voice of why you want to work with us and see some creativity and effort. - Generic or AI-generated cover letters will be disregarded. We look forward to hearing from you!

• Manage a regular meeting cadence with each client in your territory, both onsite and remotely. • Educate clients on Fiserv happenings and our impact on their organization. • Create an easy environment for clients to interact with and communicate with you and Fiserv. • Advocate and lead cooperation/collaboration with other Fiserv business units to realize revenue growth, client value, and satisfaction. • Facilitate client operational escalations to resolution and monitor escalated support tickets, client enhancement requests, and major Professional Services projects. • Coordinate team education on Digital Channels and Electronic Payments products as needed. • Develop and manage Client Action Plans for key clients, cultivate and maintain Client References, and serve as the point of contact for engaging on client satisfaction issues. • Support client visits and conferences and ensure billing accuracy.

• Build and maintain strong, long-term relationships with key clients and their broker partners. • Conduct regular in-person client and broker visits to strengthen relationships and identify opportunities for added value. • Lead internal strategy meetings for high-risk or "jeopardy" accounts to proactively address issues and preserve client satisfaction. • Facilitate weekly touchpoints with assigned Account Manager (AM) and Client Service Specialist (CSS) to review client health and prioritize issue resolution. • Participate in weekly Client Services leadership meetings to resolve escalated items and align on client strategy. • Serve as the point of escalation for complex issues that cannot be resolved at the AM level. • Monitor performance guarantees and ensure timely delivery of required reporting to clients. • Partner with the Analytics team to develop storylines and insights for Annual Plan Performance Reviews. • Present performance reports and strategic recommendations to clients and broker partners. • Contribute to content development and data analysis for Quarterly Review Updates. • Drive the optimization and standardization of workflows, service processes, and department documentation. • Support organic growth through upselling ancillary lines and targeted solutions. • Leverage broker relationships to facilitate new growth opportunities. • Deliver renewal proposals as part of a consultative, data-driven discussion with clients and brokers to support strategic decision-making. • Collaborate with internal stakeholders to evaluate plan design changes and develop strategic recommendations. • Track renewal opportunities and activity within Salesforce. • Partner with internal teams to determine rate actions and above/below-the-line increases.

• Grow sales and brand presence across the Upper Mountain West territory • Build lasting relationships with dealers, coaches, athletes, and industry partners • Develop new opportunities with parks & recreation departments, camps, clubs, high schools, and youth sports organizations • Travel throughout the territory (2–3 trips per month, seasonally driven) • Attend trade shows, conferences, clinics, and partner events • Track market trends and competitor activity • Submit bi-weekly sales activity reports and maintain accurate lead records