Area Retention Supervisor

OpenDeal Inc.

Job Overview

Location

Remote - USA

Job Type

Full-time

Full Job Description

📋 Description

• Assist the Area Retention Manager in planning, organizing, directing, and coordinating sales activities for an assigned AAM Pod to maximize sales volume and drive targeted profitable growth.
• Provide individualized sales coaching and training to sales professionals, including shadowing field staff and reviewing inbound call recordings to improve performance.
• Supervise a team of sales professionals, including participation in hiring, onboarding, performance management, and disciplinary actions.
• Ensure effective implementation of company pricing initiatives and monitor adherence to budgeted pricing metrics across the pod.
• Manage and approve weekly timesheets and PTO requests in alignment with company policy.
• Administer attendance policies and oversee all employee leave approvals.
• Prepare and review Performance Improvement Plans and disciplinary documentation in collaboration with the Area Retention Manager.
• Oversee daily customer onboarding tasks, case management, credit approvals, and quote reviews.
• Deliver training on "Customer Zeal" with a focus on achieving First Call Resolution within the pod environment.
• Prioritize customer retention through quality customer calls, escalation case resolution, and collaboration with BU Ops Teams.
• Ensure sales team effectively utilizes the Company’s CRM tool to build comprehensive customer profiles and support new customer acquisition.
• Maintain accountability for achieving assigned sales goals and key performance metrics tied to revenue and budget targets.
• Monitor market behavior and competitive trends in designated regions to anticipate customer needs and proactively adjust retention strategies.
• Maintain in-depth knowledge of company services, pricing structures, and waste stream management offerings to upsell additional services to commercial and industrial clients.
• Complete all required sales reports accurately and on time.
• Assist the Area Retention Manager in reviewing Customer Service Agreements for accuracy in terms, conditions, and pricing.
• Perform other job-related duties as assigned to support operational and sales objectives.

🎯 Requirements

• High School diploma or GED
• Two or more years of progressive experience in a sales role, including training, mentoring, coaching, setting standards, or acting as a resource for others
• Valid driver’s license

🏖️ Benefits

• Comprehensive medical, dental, and vision coverage
• Health care and dependent care spending accounts
• Short- and long-term disability insurance
• Life insurance and accidental death & dismemberment insurance
• Employee and Family Assistance Program (EAP)
• 401(k) plan with company match
• Employee Stock Purchase Plan (ESPP)
• Paid Time Off (PTO)
• Annual incentive bonus target of 15% of salary
• Employee discount programs

Skills & Technologies

Remote

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OpenDeal Inc.

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About OpenDeal Inc.

OpenDeal Inc. operates the Republic investment platform, connecting startups, real-estate, crypto, and gaming ventures with retail and accredited investors under Reg CF, Reg A+, and Reg D exemptions. Users browse vetted offerings, perform due diligence, and invest as little as $50, receiving digital securities or tokens. Republic provides issuers with end-to-end compliance, marketing, and transfer-agent services, while leveraging SPVs to pool investors and manage cap tables. Founded in 2016 and headquartered in New York, the company has facilitated funding for hundreds of companies and projects, including equity, revenue-share, and token-sale structures.

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