Retail Engagement Specialist

2020 Companies•Malden, MA

3d•Onsite

About The Position

The Retail Engagement Specialist builds retail partner relationships, increases program visibility, and supports business growth across an assigned territory. This field-based role involves visiting local retailers, educating merchants about the client’s financial services and program benefits, and helping them maximize the value of the program. The specialist serves as a brand representative, supports a positive merchant experience, and works independently with support from leadership and training teams. The schedule is Monday through Friday, with daily travel in the assigned territory and approximately 22–35 retail visits per day, depending on geography and scheduling. The work includes in-store engagement, driving, and administrative follow-up. Compensation is $30 per hour, with a 10% monthly bonus opportunity. A personal vehicle, valid driver’s license, proof of insurance, and successful completion of a Motor Vehicle Record 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.
Strong communication, presentation, interpersonal, and problem-solving skills.
Integrity and commitment to customer satisfaction.
Ability to multitask in a fast-paced, team environment.
Ability to work independently in a field-based environment and manage a daily route.
Organization, reliability, adaptability, professionalism, and a customer-focused approach.
Ability to lift and carry up to 15 pounds at a time.
Ability to maintain customer confidentiality.
Reliable transportation within the assigned territory; a personal vehicle, valid driver’s license, proof of insurance, and successful MVR screening are required.

Nice To Haves

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

Responsibilities

Visit retail locations in 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, and address merchant concerns.
Place and maintain point-of-sale materials and branding in stores, including attempting to place signage inside and/or outside businesses.
Advise merchants by providing product information and drive awareness within the territory.
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 or exceed quarterly visit and weekly in-store time goals.
Execute assigned activities during each visit and establish 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.