Retail Engagement Specialist

2020 Companies • Clarkston, MI

6d • 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 to introduce and explain the client’s financial services and program benefits, provide on-site support, answer questions, and help merchants maximize the value of the program. The role also involves placing and maintaining point-of-sale materials and branding, auditing competitive products and promotions, and collecting merchant feedback.

The position includes daily travel within the assigned territory and approximately 22–35 retail visits per day, depending on geography and scheduling. Work combines in-store engagement, driving, and administrative follow-up, with independent work supported by leadership and training teams. Specialists document visits and activity using mobile tools and reporting systems, communicate updates to Retail Operations, and help with launches and events as needed. The schedule is Monday through Friday, with no weekends.

Requirements

• High school diploma or equivalent experience.
• Six months of prior sales, promotion, retail, or marketing experience.
• Demonstrated knowledge of products and services.
• Strong communication, presentation, interpersonal, and problem-solving skills.
• Integrity and commitment to customer satisfaction.
• Ability to lift and carry up to 15 pounds at a time.
• Ability to multitask in a fast-paced, team environment.
• Ability to maintain customer confidentiality.
• Reliable transportation within the assigned territory; a personal vehicle, valid driver's license, and proof of insurance are required.
• Successful completion of a Motor Vehicle Record screening.
• Ability to work independently in a field-based environment and manage a daily route.

Nice To Haves

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

Responsibilities

• Visit retail locations in the assigned territory and engage merchants professionally.
• Introduce and educate merchants about the client’s products, financial services, and program benefits.
• Provide on-site support, answer questions, address concerns, and advise merchants about products.
• Build and influence business relationships through merchant awareness, consistent productivity, and customer-focused engagement.
• Place and maintain point-of-sale signage, materials, and branding inside and/or outside retailer locations.
• 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 reporting in a timely manner and maintain appropriate documentation for each visit.
• Schedule store visits in advance and meet territory coverage, quarterly visit, and weekly in-store time goals.
• Work with leadership to meet territory goals and coverage expectations.

Benefits

• Weekly pay, with DailyPay and next-day pay 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED