Retail Engagement Specialist

2020 Companies•San Jose, CA

5d•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, places point-of-sale materials, and documents activity using mobile tools and reporting systems. The role includes daily travel, typically 22–35 retail visits per day depending on geography and scheduling, along with driving and administrative follow-up. The specialist works independently with support from leadership and training teams, and may travel to major markets and events for product launches. The schedule is Monday through Friday, with no weekends. Compensation is $29 per hour plus a 10% monthly bonus opportunity. The position requires a personal vehicle, valid driver’s license, proof of insurance, and successful completion of a Motor Vehicle Record screening. 2020 Companies provides paid training, mileage reimbursement, paid travel time, a company mobile device and materials, and a full benefits package.

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.
Integrity and commitment to customer satisfaction, including the ability to maintain customer confidentiality.
Ability to work independently in a field-based environment and manage a daily route.
Organization, reliability, adaptability, professionalism, and the ability to multitask in a fast-paced team environment.
Personal vehicle, valid driver’s license, proof of insurance, reliable transportation within the assigned territory, and successful completion of an MVR screening.
Ability to lift and carry up to 15 pounds at a time.

Nice To Haves

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

Responsibilities

Visit retail locations in the assigned territory and engage 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 and services.
Attempt to place point-of-purchase signage and maintain point-of-sale materials and branding inside or outside stores.
Audit and record competitive products, promotions, merchandising, displays, and merchant feedback.
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.
Meet or exceed quarterly visit goals and weekly in-store time goals; visit multiple locations daily and weekly.
Schedule store visits two or more weeks in advance and execute assigned activities during each visit.
Build and influence business relationships through merchant awareness, point-of-purchase placement, and consistent productivity.
Work with leadership to meet territory goals and coverage expectations.
Travel to major markets and events for product launches and assist with launch-related activities as needed.
Maintain professional interactions with merchants and fellow employees.