Retail Engagement Specialist

2020 Companies•Broomfield, CO
•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 the client’s financial services and program benefits, provides on-site support, and helps ensure a strong customer experience. The schedule is Monday through Friday, with daily travel and approximately 22–35 retail visits per day depending on geography and scheduling. The work combines in-store engagement, driving, and administrative follow-up, with independent work supported by leadership and training teams. The role also includes placing and maintaining point-of-sale materials, auditing competitive products and promotions, recording merchant feedback, and accurately reporting visits and other activity to Retail Operations. Specialists may travel to major markets and events for product launches and assist with related activities. The position requires a personal vehicle, a valid driver’s license, proof of insurance, reliable transportation within the territory, and successful completion of an MVR screening. Pay is $23 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, professionalism, reliability, and integrity.
  • Ability to work independently in a field-based environment and manage a daily route.
  • Ability to multitask in a fast-paced, team environment.
  • Ability to maintain customer confidentiality.
  • Personal vehicle and reliable transportation within the assigned territory.
  • Valid driver’s license and proof of insurance.
  • Successful completion of a Motor Vehicle Record (MVR) screening.
  • Ability to lift and carry up to 15 pounds.

Nice To Haves

  • Prior retail, sales, field marketing, or customer-facing experience.

Responsibilities

  • Visit retail locations within the assigned territory and engage merchants professionally.
  • Introduce and educate new merchants about the client’s financial services, products, and program benefits.
  • Provide on-site support, answer questions, address concerns, and advise merchants about products.
  • Build merchant awareness and business relationships through consistent visits and engagement.
  • Place and maintain point-of-sale signage, materials, and branding inside or outside retail locations.
  • Audit and record competitive products, promotions, merchandising, displays, and merchant feedback.
  • Document visits, track activity using mobile tools and reporting systems, and communicate activity accurately to Retail Operations.
  • Submit feedback reports in a timely manner and maintain appropriate documentation for each visit.
  • Schedule store visits two or more weeks in advance and meet visit, in-store time, coverage, and territory goals.
  • Travel to major markets and events for product launches and assist with launch-related activities as needed.
  • Work with leadership to meet territory goals and coverage expectations.

Benefits

  • $23 per hour plus a 10% monthly bonus opportunity.
  • Weekly pay, with DailyPay options available.
  • Paid training and onboarding support.
  • Mileage reimbursement and paid travel time.
  • Full benefits package including medical, dental, and vision coverage, PTO, and 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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