Retail Engagement Specialist

2020 Companies•Fort Worth, TX
•Onsite

About The Position

The Retail Engagement Specialist is a field-based role responsible for building relationships with retail merchants, increasing awareness of a client’s financial services and program, and supporting business growth across an assigned territory. The specialist visits local retailers, educates merchants about products and program benefits, provides on-site support, and works to ensure a positive customer experience. The role involves daily travel, typically 22–35 retail visits per day depending on geography and scheduling, along with in-store engagement and administrative follow-up. The position is scheduled Monday through Friday and pays $23 per hour with a 10% monthly bonus opportunity. A personal vehicle, valid driver’s license, proof of insurance, and successful completion of an MVR screening are required.

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, integrity, and ability to maintain customer confidentiality.
  • 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.
  • Reliable transportation within the assigned territory; a personal vehicle, valid driver’s license, proof of insurance, and successful 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 with merchants professionally.
  • Introduce and educate new merchants on the client’s financial services, products, and program benefits.
  • Provide on-site support, answer questions, address concerns, and advise merchants about products.
  • Place and maintain point-of-sale materials, signage, and branding inside or outside stores where appropriate.
  • Drive merchant awareness within the assigned territory and build business relationships through consistent engagement.
  • 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 accurately track and communicate activity to Retail Operations using mobile tools and reporting systems.
  • Submit feedback reports in a timely manner and maintain appropriate documentation for each visit.
  • Work with leadership to meet territory goals and coverage expectations.
  • Schedule store visits at least two weeks in advance and meet quarterly visit goals and weekly in-store time goals.
  • Execute assigned activities during store visits and maintain professional interactions with merchants and fellow employees.

Benefits

  • Weekly pay, with DailyPay and next-day pay options available.
  • Paid training and onboarding support.
  • Mileage reimbursement and paid travel time.
  • Medical, dental, and vision benefits.
  • Paid time off (PTO).
  • 401(k).
  • Company-provided mobile device and materials.
  • Paid holidays.
  • Long-term career pathing options.
  • Personal development opportunities and professional stretch assignments.
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