Retail Engagement Specialist

2020 Companies•Santa Monica, CA

3d•Onsite

About The Position

The Retail Engagement Specialist is a field-based role responsible for building relationships with retail merchants, increasing awareness of the client’s financial services and programs, and supporting business growth across an assigned territory. The specialist visits local retail locations, educates merchants about products and program benefits, provides on-site support, places and maintains point-of-sale materials, and records visit activity and feedback using mobile tools and reporting systems. The role involves daily travel within the assigned territory and approximately 22–35 retail visits per day, depending on geography and scheduling. Work includes in-store engagement, driving, and administrative follow-up, with independent work supported by leadership and training teams. The schedule is Monday through Friday, with no weekends. Travel to major markets and events for product launches may be required. Compensation is $25 per hour, with a 10% monthly bonus opportunity. The role requires a personal vehicle, valid driver’s license, proof of insurance, and successful completion of a Motor Vehicle Record screening. The company provides paid training and onboarding, mileage reimbursement, paid travel time, a mobile device and materials, and a benefits package that includes medical, dental, vision, paid time off, and a 401(k).

Requirements

High school diploma or equivalent experience.
At least six months of prior sales, promotion, retail, or marketing experience.
Demonstrated knowledge of products and services.
Strong communication, presentation, interpersonal, problem-solving, and customer-service skills.
Impeccable integrity and commitment to customer satisfaction and confidentiality.
Ability to work independently in a field-based environment and manage a daily route.
Ability to multitask in a fast-paced, team environment.
Organized, reliable, adaptable, professional, and customer-focused approach.
Personal vehicle, valid driver’s license, proof of insurance, and reliable transportation within the assigned territory.
Successful completion of a Motor Vehicle Record screening.
Ability to lift and carry up to 15 pounds at a time.

Nice To Haves

Prior retail, sales, field marketing, or other customer-facing experience is a plus.

Responsibilities

Partner with the client to train merchants on and advocate for client products at retail locations.
Drive merchant awareness within the assigned territory.
Visit retail locations and engage with merchants professionally, building business relationships and providing education about products and program benefits.
Provide on-site support, answer questions, and address merchant concerns.
Attempt to place point-of-purchase signage on the exterior and/or interior of businesses, and maintain point-of-sale materials and branding in stores.
Advise merchants by providing product information.
Audit and record competitive products, promotions, merchandising, displays, and merchant feedback.
Travel to major markets and events for launches to promote products.
Assist with launch-related activities as needed.
Accurately track and communicate activity to Retail Operations using reporting systems and mobile tools.
Submit feedback reports in a timely manner and maintain appropriate documentation for each visit.
Schedule store visits at least two weeks in advance and meet or exceed visit, in-store time, coverage, and activity goals.
Work with leadership to meet territory goals and coverage expectations.