Retail Engagement Specialist

2020 Companies•Lawrence, MA

12d•Onsite

About The Position

The Retail Engagement Specialist is a field-based role responsible for building retail partner relationships, increasing program visibility, and supporting business growth within an assigned territory. The specialist visits local retailers, educates merchants about client financial services and program benefits, provides on-site support, and works to ensure a positive customer experience. The position involves daily travel, approximately 22–35 retail visits per day depending on geography and scheduling, and a mix of in-store engagement, driving, and administrative follow-up. The role works independently with support from leadership and training teams. The specialist partners with the client to train and advocate for client products at retail locations. Duties include placing and maintaining point-of-sale materials and branding, advising merchants about products, auditing and recording competitive products and promotions, and reporting visit activity and merchant feedback to Retail Operations. Travel to major markets and events for product launches may be required. The schedule is Monday through Friday, with no weekends. Pay is $30 per hour plus a 10% monthly bonus opportunity.

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.
Excellent communication, presentation, interpersonal, and problem-solving skills.
Strong customer focus, professional conduct, and commitment to customer satisfaction.
Ability to work independently in a field-based environment and manage a daily route.
Organization, reliability, adaptability, and ability to multitask in a fast-paced team environment.
Ability to maintain customer confidentiality and impeccable integrity.
Reliable transportation within the assigned territory; personal vehicle, valid driver’s license, proof of insurance, and successful completion of an MVR screening are required.
Ability to lift and carry up to 15 pounds.

Nice To Haves

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

Responsibilities

Visit retail locations within the assigned territory and engage merchants professionally.
Introduce and educate new merchants on the client’s financial services and program benefits.
Provide on-site support, answer questions, and address merchant concerns.
Place and maintain point-of-sale materials, signage, and branding in stores and, when applicable, on business exteriors.
Advise merchants by providing information about products.
Audit and record competitive products, promotions, merchandising, displays, and merchant feedback.
Travel to major markets and events for product launches and assist with launch-related activities as needed.
Document visits and track activity using mobile tools and reporting systems.
Accurately communicate activity to Retail Operations and submit feedback reports in a timely manner.
Work with leadership to meet territory goals and coverage expectations.
Schedule store visits two or more weeks in advance and meet visit and in-store time goals.
Maintain professional interactions with merchants and fellow employees.
Record and maintain appropriate documentation for each visit.